We are proud to introduce a new weekly data point we will provide going forward, the Toroso Ownership Influence statistic! The Toroso Ownership Influence statistic shows, on average, how much of the US equity market are owned by US Equity ETFs. When we first began tracking this tool in 2012, it was at 2.25%, and as you can see above, it’s currently at 6.81%! While the increase most certainly shows growth in the overall ETF marketplace, it also should calm some investors nerves that ETFs are causing bubbles in equities.
This tool was designed to review individual stock ownership compared to overall market averages, and there are definitely pockets of the marketplace with mentionable over-ownership by ETFs. Please contact us for a portfolio review to see how your portfolio shakes out!
TETF INDEX Vs. LEADING FINANCIAL INDEXES
INDEX PERFORMANCE DATA
ETFs VS MUTUAL FUNDS
UNDERLYING TOP/BOTTOM 10 HOLDINGS PERFORMANCE
ESTIMATED SALES GROWTH BY SECTOR
ESTIMATED EPS GROWTH BY SECTOR
US ETFs FLOWS
Domestic Vs International Equity Flows [Quarterly in Billions]
US ETFs FLOWS
Flows by Asset Class [Quarterly in Billions]