DJ Shaw
Wed, May 14, 2025, 4:45 PM 3 min read
The planetary exchange-traded money manufacture has entered a caller signifier of expansion, with assets reaching $14.5 trillion arsenic of February 2025, according to the latest Global ETF Survey from Trackinsight.
This grounds maturation shows however ETFs person go indispensable concern tools. In 2024, investors poured $1.6 trillion into ETFs—the highest yearly inflow ever—changing however radical put successful some accepted markets and newer areas similar crypto and thematic strategies.
The ETF “revolution didn't dilatory down successful 2024. It shifted into overdrive," said Philippe Malaise, CEO astatine Trackinsight, successful the yearly study powered by information from much than 12,000 ETPs and insights from implicit 600 investors overseeing $1.1 trillion successful ETF assets. The study was produced successful concern with J.P. Morgan Asset Management and S&P Dow Jones Indices.
The U.S. remains the superior maturation engine, with assets reaching $10.8 trillion—up 32% from year-end 2023. Europe and Asia-Pacific besides saw crisp expansions, with assets rising to $2.4 trillion and $957 billion, respectively, according to the report.
Beyond plus growth, the ETF merchandise scenery continues to transform. By aboriginal 2025, “The planetary ETF number exceeded 11,775, fueled by a historical 1,712 caller launches successful 2024—the astir ever successful a azygous year,” the study revealed.
While crypto-related ETFs dominated thematic ETF flows successful 2024, respective different themes gained traction, reflecting evolving capitalist priorities. According to the survey, planetary infrastructure ETFs attracted $5.4 cardinal successful inflows, benefiting from nationalist spending initiatives and reshoring trends.
Artificial intelligence and large information themes pulled successful $2 billion, driven by endeavor request and ongoing innovation, portion atomic vigor ETFs gained $2 cardinal connected the backmost of accrued AI vigor request and uranium proviso constraints.
However, the study reveals a displacement distant from antecedently fashionable themes. Clean vigor and climate-focused ETFs suffered from higher involvement rates, oversupply concerns and argumentation reversals. Niche themes similar metaverse, blockchain (outside of crypto assets), cannabis and psychedelics struggled with show issues and marketplace relevance.
The crypto ETF scenery transformed successful 2024, peculiarly successful the U.S. market, pursuing the landmark motorboat of spot Bitcoin and Ethereum ETFs. By February 2025, full U.S. crypto ETF assets reached $108 billion, with cumulative nett inflows of $85 cardinal crossed 55 products.
"Political dynamics added fuel," the study notes, with expectations of a much favorable regulatory clime boosting capitalist sentiment astir integer assets. The late-2024 support of options connected spot Bitcoin ETFs sparked merchandise innovation, with issuers launching caller buffered, covered-call, leveraged and inverse strategies.