Sixty-four percent of investors want to move assets from mutual funds into exchange traded funds (ETFs), a Spectrem Group Perspective report said.
The perspective looked at investors’ plans for ETFs, which are seen as an alternative investment to mutual funds. The investors were separated in the study by age, wealth, and investment aggressiveness.
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28% of investors owned ETFs, while 84% owned mutual funds. 45% of investors who considered themselves very knowledgeable investors owned ETFs, while only 13% of those who considered themselves not very knowledgeable owned ETFs.
64% of investors who own mutual funds said they were likely to move some of those funds into ETFs. That number jumped to 72% for the Mass Affluent (US$100,000 to US$999,999 net worth not including primary residence), and 78% for those investors between the ages of 55-64.
On the other end of the spectrum, only 50% of conservative investors said they would move assets from mutual funds to ETFs.
Among those investors with ETFs, 35% said they were likely to move assets from ETFs to mutual funds, and that number jumped to 62% of ETF owners that were conservative investors.
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By GlobalDataOver the next 12 months, 21% of all investors said they were likely to invest in ETFs, and 53% said they were likely to invest in mutual funds. 51% said they would invest in stocks and 20% said they were not going to invest in any of the three choices.
But 32% of the Ultra High Net Worth (with US$5 million to US$25 million net worth NIPR), said they were likely to invest in ETFs. 67% of that segment said they were likely to invest in stocks.
