Taking an Active Stance on Small Caps

Actively managed equity ETFs are gaining traction in 2024. Despite representing 5% of assets, they have pulled in more than 25% of the net inflows this year as of late March.

This month, VettaFi hosted the Equity Symposium for advisors aided by some leading asset managers. We asked many questions of the attendees to understand investment objectives and sentiment.

For example, VettaFi asked “How much of your equity exposure in average client portfolios is in actively managed fund strategies?”

Approximately one-quarter of the responses were from people with less than 10% dedicated to active equities. However, approximately one-third had more than 50% in active. The remainder of the poll responses was between 11% and 50% of client portfolio.