Unique insights into long-term mutual fund and ETF distribution trends by channel.
Trust assets include both personal trust and some retirement business where the trust company is trustee.
Data Source: Access Data, a Broadridge Company
ETF,2012,12,258,261,240,246,193,123,64
ETF,2013,3,278,302,273,306,206,133,78
ETF,2013,4,277,308,271,314,212,136,79
ETF,2013,5,283,314,274,313,213,139,82
ETF,2013,6,268,301,261,296,214,124,79
ETF,2013,7,281,321,273,321,220,140,84
ETF,2013,8,280,315,273,309,213,139,87
ETF,2013,9,282,327,281,327,230,144,87
ETF,2013,10,298,340,291,346,239,155,92
ETF,2013,11,304,346,300,342,241,156,94
ETF,2013,12,305,347,305,324,246,153,96
ETF,2014,1,304,342,298,312,232,142,92
ETF,2014,2,318,362,308,329,241,145,98
ETF,2014,3,309,375,311,327,246,144,100
ETF,2014,4,323,371,312,337,250,146,102
ETF,2014,5,323,383,320,345,256,147,104
ETF,2014,6,329,418,327,361,251,160,89
ETF,2014,7,341,389,325,358,260,164,110
ETF,2014,8,356,397,337,373,271,158,113
ETF,2014,9,336,419,329,357,256,160,88
ETF,2014,10,360,396,340,368,277,159,114
ETF,2014,11,370,409,356,392,280,147,118
ETF,2014,12,380,413,362,384,274,150,120
ETF,2015,1,376,444,360,382,269,141,97
ETF,2015,2,396,466,381,403,273,154,103
ETF,2015,3,388,484,385,397,277,155,105
ETF,2015,4,399,499,392,404,281,151,108
ETF,2015,5,402,502,400,402,281,154,110
ETF,2015,6,391,496,397,381,277,149,109
ETF,2015,9,377,465,374,364,264,139,106
ETF,2015,12,398,500,407,370,269,153,115
ETF,2016,3,414,578,403,313,267,162,119
ETF,2016,6,450,599,418,299,271,168,128
ETF,2016,9,480,643,437,299,279,176,134
ETF,2016,12,514,693,479,323,304,187,144
ETF,2017,3,564,768,520,345,327,199,162
ETF,2017,6,608,805,562,365,337,211,177
MF,2012,12,1401,1118,1075,768,513,572,81
MF,2013,3,1537,1243,1198,856,544,648,102
MF,2013,4,1574,1267,1220,866,560,668,114
MF,2013,5,1448,1263,1232,863,567,677,116
MF,2013,6,1553,1198,1197,942,552,658,115
MF,2013,7,1611,1242,1228,906,573,687,121
MF,2013,8,1604,1203,1204,868,600,721,129
MF,2013,9,1653,1248,1240,932,584,702,143
MF,2013,10,1706,1251,1269,948,607,725,150
MF,2013,11,1728,1269,1279,963,612,737,154
MF,2013,12,1734,1254,1236,988,609,743,158
MF,2014,1,1728,1244,1219,979,602,734,158
MF,2014,2,1805,1280,1262,1011,626,763,169
MF,2014,3,1617,1489,1268,1023,631,769,173
MF,2014,4,1810,1314,1276,1027,635,772,176
MF,2014,5,1839,1348,1298,1056,646,787,183
MF,2014,6,1710,1489,1312,1093,668,821,125
MF,2014,7,1870,1367,1305,1074,659,800,194
MF,2014,8,1955,1369,1332,1115,674,826,205
MF,2014,9,1744,1495,1316,1088,663,830,135
MF,2014,10,1935,1307,1321,1102,667,851,197
MF,2014,11,1976,1346,1345,1119,668,872,213
MF,2014,12,1947,1328,1318,1109,662,870,219
MF,2015,1,1865,1409,1301,1113,746,875,148
MF,2015,2,1912,1457,1340,1160,739,904,110
MF,2015,3,1761,1598,1329,1153,778,902,114
MF,2015,4,1786,1640,1340,1166,753,912,121
MF,2015,5,1798,1656,1342,1173,773,916,126
MF,2015,6,1771,1619,1318,1146,760,897,128
MF,2015,9,1687,1524,1230,1074,707,843,134
MF,2015,12,1712,1536,1215,1070,714,868,171
MF,2016,3,1683,1587,1202,1076,727,852,203
MF,2016,6,1726,1577,1222,1076,684,910,246
MF,2016,9,1793,1646,1245,1121,771,952,286
MF,2016,12,1775,1637,1218,1105,775,975,309
MF,2017,3,1894,1747,1265,1200,813,1047,358
MF,2017,6,2011,1739,1282,1220,836,1093,401
