Active Management ETF Overview

The first actively managed ETF came to market in 2008, but 100+ funds later, active management in ETFs has struggled to get much traction in the equity space. Out of more than $2 trillion in U.S.-listed ETF assets as of 2015, less than 1% was tied to actively managed funds. Income-generating investments, on the other hand, such as the PIMCO Total Return (BOND) that Bill Gross launched in 2012 and had $2.6 billion in assets under management in 2015 or master limited partnerships have shown more success.

With 868 ETFs traded on the U.S. markets, Active Management ETFs have total assets under management of $293.03B. The average expense ratio is 0.74%. Active Management ETFs can be found in the following asset classes:

  • Equity
  • Asset Allocation
  • Commodities
  • Fixed Income
  • Alternatives
  • Currency

The largest Active Management ETF is the JPMorgan Ultra-Short Income ETF JPST with $19.21B in assets. In the last trailing year, the best-performing Active Management ETF was PDBC at 54.45%. The most recent ETF launched in the Active Management space was the Gabelli Financial Services Opportunities ETF GABF on 05/10/22.

Top ETF Performers

SARK Tuttle Capital Short Innovation ETF 25.83%
FAIL Cambria Global Tail Risk ETF 5.24%
KMLM KFA Mount Lucas Index Strategy ETF 4.99%
KRBN KraneShares Global Carbon Strategy ETF 4.25%
RRH Advocate Rising Rate Hedge ETF 4.18%

Bottom ETF Performers

CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF -41.39%
WGMI Valkyrie Bitcoin Miners ETF -34.45%
RIGZ Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF -34.37%
VBB Valkyrie Balance Sheet Opportunities ETF -28.35%
PSY Defiance Next Gen Altered Experience ETF -25.84%

Top Creations

JEPI JPMorgan Equity Premium Income ETF 1.31K
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 480.05
SRLN SPDR Blackstone Senior Loan ETF 361.42
FTGC First Trust Global Tactical Commodity Strategy Fund 320.82
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund 294.83

Top Redemptions

MINT PIMCO Enhanced Short Maturity Active ETF -819.01
JCPI JPMorgan Inflation Managed Bond ETF -653.75
JPHY JPMorgan High Yield Research Enhanced ETF -619.68
FIXD First Trust TCW Opportunistic Fixed Income ETF -251.03
JMST JPMorgan Ultra-Short Municipal Income ETF -237.50

AUM Winners

KSET KraneShares Global Carbon Offset Strategy ETF 19,223,152.00%
RPHS Regents Park Hedged Market Strategy ETF 584.29%
AVSD Avantis Responsible International Equity ETF 467.81%
TARK AXS 2X Innovation ETF 385.19%
CTA Simplify Managed Futures Strategy ETF 379.34%

AUM Losers

TAEQ Trend Aggregation U.S. ETF -92.26%
TADS The Active Dividend Stock ETF -89.73%
PLRG Principal U.S. Large-Cap Adaptive Multi-Factor ETF -83.41%
TEGS Trend Aggregation ESG ETF -74.39%
CLSA Cabana Target Leading Sector Aggressive ETF -55.29%

Daily ETF Watch

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Daily ETF Watch

JPMorgan Starts Converting $1.1B Mutual Fund To ETF

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The firm is the latest to use a proxy basket rather than publish fund holdings.

Features and News

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The ETF giant laid out a set of trends it expects will keep assets flowing.

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Daily ETF Watch

SEI Launches First ETFs

The $1.3 trillion asset manager’s first four funds are taking on iShares on price.

Features and News

Morningstar CEO’s Vision Of ‘Active Personalization’

Chief executive Kunal Kapoor connects the concept’s three pillars of returns, risk and sustainability to a direct indexing solution.

Daily ETF Watch

Teucrium Launches Agriculture Futures ETF

The new fund does not issue K-1 forms and provides exposure to four key agricultural commodities.