Exchange-Traded Funds (ETFs) Content

December 10, 2024—The estimated value of all exchange-traded fund (ETF) shares issued exceeded that of shares redeemed by $27.07 billion for the eight-day period ended December 4, 2024.

November 15, 2024—Just as publicly traded companies do, mutual funds, ETFs, and closed-end funds periodically submit items to their shareholders for approval, including director nominations and other policy and governance matters. Shareholders typically vote by proxy, rather than in...

October 31, 2024—According to new research published by the Investment Company Institute (ICI), 53.7 percent of households in the United States owned mutual funds in 2024 compared with 52.3 percent in 2023 and just 5.7 percent in 1980. ICI’s latest reports, “Ownership of Mutual Funds...

October 31, 2024—Over the past year, 2.3 million more US households became mutual fund investors. Surprised? Despite headlines forecasting the demise of the mutual fund, the product continues to garner new investors, even a century after its creation.

October 8, 2024—ICI filed a response to the European Securities and Markets Authority’s consultations regarding draft regulatory technical standards and guidelines on liquidity management tools.

Beginning in 2021, there has been a steadily increasing trend of mutual funds converting to ETFs. Some key differentiators between mutual funds and ETFs are how investors purchase and sell shares, and how the funds themselves purchase and sell portfolio holdings. ETFs are attractive...