Intro
This report provides a comprehensive analysis of ETF trends among Registered Investment Advisors (RIAs) within the AdvizorPro database leveraging Q2 2024 13F data. It examines key shifts in ETF popularity, focusing on the top-performing funds and issuers based on the growth of their RIA client base.
The report delves into the strategic decisions made by RIAs of all sizes, capturing trends in issuer growth, shifts in category preferences, and ETF growth among RIAs. By identifying the ETFs gaining the most traction and understanding the evolving strategies of RIAs, this analysis aims to provide valuable insights into the current state of the ETF landscape in the RIA channel.
Top 10 ETFs – RIA Channel
Quarter over quarter % change in RIA clients, minimum of 50 RIA clients
Top 10 ETFs by RIA Size
Quarter over quarter % change in RIA clients within AUM group
Hottest New ETFs – RIA Channel
Analyzed ETFs <= 3 years old. Ranked by quarter over quarter number of RIA clients added, minimum of 50 RIA clients
Top 10 High Fee ETFs – RIA Channel
Analyzed top 10% fee ETFs. Ranked by quarter over quarter % change in RIA clients, minimum of 50 RIA clients
Top 10 ETF Issuers – RIA Channel
Quarter over quarter % change in RIA clients, minimum of 50 RIA clients
Top 10 ETF Issuers Entering RIA Channel
Count of issuer ETFs appearing in RIA 13F holdings for the first time in quarter analyzed
Top 10 Morningstar Categories – RIA Channel
Quarter over quarter % change in RIA clients
Top 10 Shrinking Morningstar Categories – RIA Channel
Quarter over quarter % change in RIA clients
