Here are 3 topics covered in the report and much more:
- Net flows across U.S. mutual funds, ETFs and money market funds increased by $365 billion year-over-year in Q2 2026, as strong ETF inflows more than offset continued mutual fund outflows. Active ETFs accounted for approximately 35% of quarterly ETF flows.
- ETFs continued to gain market share in Q2 2026, with combined active and passive ETF assets reaching approximately 30.8% of industry AUM. Meanwhile, traditional mutual funds continued to lose share as investors increasingly favored ETF products.
- While deal volume fell to a ten-quarter low, Wellington Management’s acquisition of Hartford Funds drove a rebound in transaction value and AUM transferred.