Portfolio Management


In today’s volatile bear equity market, exchange-traded funds’ percentage of the total U.S. equities market trading volume now stands at about 35%, after peaking at 40% around late October 2008, according to outlook report released by Barclays Global. The decline illustrates that institutional investors are relying less heavily on ETFs and getting back into stocks, a sign that risk tolerance is returning.

Many institutional investors use ETFs to soak up cash in their financial portfolio management strategy and to make them as hedge. Money is still flowing into ETFs, which are a basket of securities that trade like individual stocks. In March, roughly $8 billion went into ETFs, compared with $4 billion for the first two months of the year, according to data provided by National Stock Exchange. Wall Street Traders say most of that push in March was retail traders coming back into equities, thanks to the 20% rally in the broader indexes.

At the same time, institutional traders, which make up a much larger percentage of the daily volume, are slowing down their ETF trading in hopes of getting better returns. While an ETF can mitigate losses by essentially spreading out exposure, it also limits upside greatly.

Many portfolio managers with ETF Portfolio Management believes ETF activity for even institutions is more likely to grow than shrink in the long term. Many portfolio managers blog say that  investors will be tentative on stocks for years to come, making ETFs a more likely avenue for large pools of retail cash.



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