Rieger Report®: Bond ETF Fund Flows

Bond ETF Fund Flows: As of May 29, 2021

In total, bond ETF assets regained their collection momentum as money moved in at a faster pace.

  • In aggregate, bond ETF assets now total over $1,163billion (excluding preferred stock funds).
  • Broad based, investment grade bond ETFs had May inflows of over $10billion and are the leaders in asset collection year-to-date.
  • Investor inflation concerns continue to be reflected in inflows of $3.48billion into TIPS related ETFs. Year-to-date TIP ETFs have seen $14.3billion in inflows.
  • Risk-Off is now Risk-On. Junk bond ETFs seem to have stemmed the outflows and now are about at the asset levels seen at the end of 2020.
  • As the prospect of rising rates seems to grow clearer, floating rate senior loans have attracted assets in 2021. Senior loan ETFs have seen a $5.9billion inflow year-to-date and $1.5million in the last 30-days.

Source: ETF Action. Data as 5/29/2021

Bond ETF Assets Under Management

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Source: ETF Action. Table is provided for illustrative purposes only.  Past performance is not a guarantee of future results. (1) Not all ETFs or asset classes represented here. (2) Excluding floating rate. FactSet classifications are used. Data as 5/29/2021.

Data Resources Used in this Report:

ETF Action: www.etfaction.com

Analyst Disclosure:

At the time of this writing, JR Rieger’s fixed income related holdings include various investment grade & high yield municipal bonds, insured municipal bonds, municipal bond money market funds and a position in the VanEck Vectors High-Yield Municipal Index ETF (HYD).

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