A list of the top 50 Appaloosa holdings showing which stocks are owned by David Tepper's hedge fund.

This data sample illustrates how Consumer Edge data can be used by public investors to track quarterly performance, providing quarterly spend for a set of public tickers and private companies.

Inquire about a CE subscription to perform more complex, near real-time quantitative analysis on public tickers and private brands like: • Analyze transaction-level data to uncover hidden trends, identify emerging consumer preferences, and be the first to anticipate shifts in market forces • Leverage the largest panel with the most history and unprecedented accuracy to inform buy/sell/hold decisions for enhanced ability to capture alpha

Consumer Edge offers a variety of datasets covering the US and Europe (UK, Austria, France, Germany, Italy, Spain), with subscription options serving a wide range of business needs.

Use Case: Tracking Quarterly Performance

Problem Understand growth drivers and age demographics of off-price retailers to predict quarterly performance.

Solution Leverage CE Data to monitor off-price retailers traffic growth and age demographics. June 2024: Following another quarter of sales growth, off-price retailers TJX and ROST cited increased traffic and marketability across age demographics as drivers of performance. CE data shows that TJX is growing among the youngest and oldest shoppers, whereas ROST experienced a rise in traffic among the middle-aged cohorts.

Off-price retailer TJX Companies, Inc. (TJX) recently reported US Sales Growth of 5.3%, close to CE Implied Reported Growth of 5.0% and below consensus of 5.6%.

Off-price retailer Ross Stores, Inc (ROST) reported net sales of 8.1%, in line with CE Implied Reported Growth of 8.1% and above consensus of 7.4%.

Clients can utilize CE cohort tools to monitor traffic among different age demographics at off-price retailers such as TJX and ROST.

Corporate researchers and consumer insights teams use CE Vision for:

Corporate Strategy Use Cases • Ecommerce vs. brick & mortar trends • Real estate opportunities • Economic spending shifts

Marketing & Consumer Insights • Total addressable market view • Competitive threats & opportunities • Cross-shopping trends for new partnerships • Demo and geo growth drivers • Customer loyalty & retention

Investor Relations • Shareholder perspective on brand vs. competition • Real-time market intelligence • M&A opportunities

Most popular use cases for private equity and venture capital firms include: • Deal Sourcing • Live Diligences • Portfolio Monitoring

Public and private investors can leverage insights from CE’s synthetic data to assess investment opportunities, while consumer insights, marketing, and retailers can gain visibility into transaction data’s potential for competitive analysis, understanding shopper behavior, and capturing market intelligence.

Most popular use cases among public and private investors from quant and systematic funds to quantamental and fundamental funds include: • Track Key KPIs to Company-Reported Figures • Understanding TAM for Focus Industries • Competitive Analysis • Evaluating Public, Private, and Soon-to-be-Public Companies • Ability to Explore Geographic & Regional Differences • Cross-Shop & Loyalty • Drill Down to SKU Level & Full Purchase Details • Customer lifetime value • Earnings predictions • Uncovering macroeconomic trends • Analyzing market share • Performance benchmarking • Understanding share of wallet • Seeing subscription trends

Fields Include: • Day • Merchant • Subindustry • Industry • Spend • Transactions • Spend per Transaction (derivable) • Cardholder State • Cardholder CBSA • Cardholder CSA • Age • Income • Wealth • Ethnicity • Political Affiliation • Children in Household • Adults in Household • Homeowner vs. Renter • Business Owner • Retention by First-Shopped Period • Churn • Cross-Shop • Average Ticket Buckets

CE Transact is the premier alternative data set for consumer spend on credit and debit cards, available as an aggregated feed. Hedge fund investors trust CE transaction data to track quarterly performance, company-reported KPIs, and earnings predictions for stock market strategic decision-making.

As of June 2024, the Vanguard Mega Cap Growth Index provided the highest one-year return rate. The Vanguard Russell 1000 Growth Index Fund ranked second having a one-year return rate of 36.3 percent. As of June 2024, the Vanguard Total Stock Market Index Fund was the largest fund owned by Vanguard, with net assets under management worth approximately 1.55 trillion U.S. dollars. What is the difference between mutual funds and exchange traded funds? Both mutual funds and exchange traded funds (ETFs) originate from the concept of pooled fund investing, which bundles securities together to offer investors a more diversified portfolio. However, mutual funds and ETFs have some key differences. For instance, ETFs offer more flexible trading as they trade during the day like stocks, while mutual funds only allow transactions at the end of the day. Moreover, ETFs are mostly passively-managed and mirror a designated index. On the other hand, mutual funds are typically actively-managed, as it can be seen by comparing the number of actively and passively-managed mutual funds in the United States. Vanguard Founded by John C. Bogle in 1975, Vanguard is a U.S. asset management company that offers both mutual funds and ETFs. Headquartered in Malvern, Pennsylvania, Vanguard was the second largest provider of ETFs in the United States after BlackRock Financial Management, with assets under management worth almost 2.2 trillion U.S. dollars. Likewise, in 2024, Vanguard ranked among the largest providers of mutual funds worldwide. The total assets under management of Vanguard increased considerably since its foundation in 1975, and peaked at 8.6 trillion U.S. dollars in 2024.

A list of the top 50 Pershing Square Capital Management holdings showing which stocks are owned by Bill Ackman's hedge fund.

A list of the top 50 Millennium Management holdings showing which stocks are owned by Israel Englander's hedge fund.

A list of the top 50 Discovery Capital Management Ct holdings showing which stocks are owned by Robert Citrone's hedge fund.

The Mutual Fund Industry in India Has Seen A Shift in Asset Shares Towards Smaller Cities, Driven by Digital Penetration and Smart Cities. This is Reflected in the Increased Retail Contribution Through Systematic Investment Plans. The Investment Fund Industry, Including Unit Trusts and Hedge Funds, Has Seen Strong Performance, Particularly in Equity Funds. There Has Also Been A Significant Increase in the Value of Assets Held in Money Market Funds, Index Funds, Bond Funds, Real Estate Investment Trusts, Commodity Funds, and Sector Funds.

A list of the top 50 Tudor Investment holdings showing which stocks are owned by Paul Tudor Jones's hedge fund.

A list of the top 50 Heritage Investment Group Inc holdings showing which stocks are owned by Heritage Investment Group Inc's hedge fund.

A list of the top 50 Winton Group holdings showing which stocks are owned by David Harding's hedge fund.

Envestnet®| Yodlee®'s Consumer Behavior Data (Aggregate/Row) Panels consist of de-identified, near-real time (T+1) USA credit/debit/ACH transaction level data – offering a wide view of the consumer activity ecosystem. The underlying data is sourced from end users leveraging the aggregation portion of the Envestnet®| Yodlee®'s financial technology platform.

Envestnet | Yodlee Consumer Panels (Aggregate/Row) include data relating to millions of transactions, including ticket size and merchant location. The dataset includes de-identified credit/debit card and bank transactions (such as a payroll deposit, account transfer, or mortgage payment). Our coverage offers insights into areas such as consumer, TMT, energy, REITs, internet, utilities, ecommerce, MBS, CMBS, equities, credit, commodities, FX, and corporate activity. We apply rigorous data science practices to deliver key KPIs daily that are focused, relevant, and ready to put into production.

We offer free trials. Our team is available to provide support for loading, validation, sample scripts, or other services you may need to generate insights from our data.

Investors, corporate researchers, and corporates can use our data to answer some key business questions such as: - How much are consumers spending with specific merchants/brands and how is that changing over time? - Is the share of consumer spend at a specific merchant increasing or decreasing? - How are consumers reacting to new products or services launched by merchants? - For loyal customers, how is the share of spend changing over time? - What is the company’s market share in a region for similar customers? - Is the company’s loyal user base increasing or decreasing? - Is the lifetime customer value increasing or decreasing?

Additional Use Cases: - Use spending data to analyze sales/revenue broadly (sector-wide) or granular (company-specific). Historically, our tracked consumer spend has correlated above 85% with company-reported data from thousands of firms. Users can sort and filter by many metrics and KPIs, such as sales and transaction growth rates and online or offline transactions, as well as view customer behavior within a geographic market at a state or city level. - Reveal cohort consumer behavior to decipher long-term behavioral consumer spending shifts. Measure market share, wallet share, loyalty, consumer lifetime value, retention, demographics, and more.) - Study the effects of inflation rates via such metrics as increased total spend, ticket size, and number of transactions. - Seek out alpha-generating signals or manage your business strategically with essential, aggregated transaction and spending data analytics.

Use Cases Categories (Our data provides an innumerable amount of use cases, and we look forward to working with new ones): 1. Market Research: Company Analysis, Company Valuation, Competitive Intelligence, Competitor Analysis, Competitor Analytics, Competitor Insights, Customer Data Enrichment, Customer Data Insights, Customer Data Intelligence, Demand Forecasting, Ecommerce Intelligence, Employee Pay Strategy, Employment Analytics, Job Income Analysis, Job Market Pricing, Marketing, Marketing Data Enrichment, Marketing Intelligence, Marketing Strategy, Payment History Analytics, Price Analysis, Pricing Analytics, Retail, Retail Analytics, Retail Intelligence, Retail POS Data Analysis, and Salary Benchmarking

1. Investment Research: Financial Services, Hedge Funds, Investing, Mergers & Acquisitions (M&A), Stock Picking, Venture Capital (VC)

2. Consumer Analysis: Consumer Data Enrichment, Consumer Intelligence

3. Market Data: AnalyticsB2C Data Enrichment, Bank Data Enrichment, Behavioral Analytics, Benchmarking, Customer Insights, Customer Intelligence, Data Enhancement, Data Enrichment, Data Intelligence, Data Modeling, Ecommerce Analysis, Ecommerce Data Enrichment, Economic Analysis, Financial Data Enrichment, Financial Intelligence, Local Economic Forecasting, Location-based Analytics, Market Analysis, Market Analytics, Market Intelligence, Market Potential Analysis, Market Research, Market Share Analysis, Sales, Sales Data Enrichment, Sales Enablement, Sales Insights, Sales Intelligence, Spending Analytics, Stock Market Predictions, and Trend Analysis

The asset management industry's growth has led to firms often having multiple institutional blockholders, which has a significant impact on corporate governance through exit strategies. A model has been proposed to illuminate this dynamic, emphasizing the role of open-ended institutional investors like mutual funds in enhancing corporate governance when informed blockholders exit. This model introduces a novel perspective on the influence of mutual funds in shaping corporate governance. Empirical evidence consistent with this framework is presented by examining mutual fund trading around exits by activist hedge funds.

The empirical analysis centers on a dataset of 399 firms that underwent activist campaigns ending in exit between 1994 and 2011. Findings support the model's predictions, even after adjusting for unobservable firm-level variations and broader economic conditions. Following exits by activist hedge funds, mutual funds driven by fund flows significantly reduce their holdings in the target company compared to other institutional investors. This divergence in trading behavior is more pronounced when activists exit at a financial loss, campaigns show no clear success, or market reactions suggest liquidity concerns weren't the main driver.

To conduct this analysis, data on activist campaigns is merged with institutional holdings information from the Thomson Reuters 13F database and the Morningstar Open-end Mutual Fund portfolio holdings dataset. The activist campaign data is based on Schedule 13D filings and aligns with the data collection methods of previous studies. Trading behavior of other blockholders is tracked using quarterly 13F filings, a requirement for institutional investors managing $100 million or more. The S34 dataset (13F filings) from Thomson Reuters is combined with the Morningstar Open End Mutual Funds database to classify mutual funds throughout the 1994–2013 period.

In the research programme outlined in this grant proposal, we shall study corporate governance in economies with intermediated equity ownership.

When public corporations are characterised by dispersed equity ownership, blockholders - holders of non-trivial percentages of a company's shares - are key to good governance. In contrast to small shareholders, who have neither the incentive nor the capacity to effectively monitor management, blockholders are able to govern firms to the benefit of all.

The governance role of blockholders must be viewed in the backdrop of the large-scale intermediation of equity ownership in recent decades. Fifty years ago households directly owned around 70% (55%) of US (UK) equity. Today direct ownership accounts for only around 20% (10%) of US (UK) equity. The rest is indirectly owned via institutional investors such as pension funds, mutual funds, and hedge funds. Thus, a majority of blockholders in public corporations in the US and the UK today are money managers. In other words, modern-day corporate governance is intermediated: Funds that manage other people's money must monitor company executives who make business choices funded by external investors, a case of agents watching agents.

Several questions arise immediately. What are the consequences of myopia induced by asset management contracts on the nature of governance? Intermediation of equity ownership increases the distance between ultimate owners and ultimate decision makers while ownership chains also fragment equity holdings: how does this affect coordinated shareholder engagement and corporate decision making? Are there systemic stability concerns that arise from the predominance of asset managers as monitors of firms? In the aftermath of the financial crisis, prominent policy reviews have highlighted several such questions. Yet, the academic literature is yet to engage comprehensively with these issues.

We propose to fill this gap. By a combination of theoretical and empirical methods, we shall develop a comprehensive analysis of several key facets of intermediated corporate governance that are of interest to policy makers. The work will be carried out via seven, interrelated, projects. The emphasis throughout will be on the incentives of asset managers and how these impact the nature of corporate governance in firms in which they hold blocks. We shall document the landscape and legal environment of intermediated ownership around the world, delineating how incentives vary along the ownership chain (Project 1). We shall examine theoretically and empirically how such incentives affect the nature of coordinated engagement in settings with multiple small blockholders (Projects 2 and 3), engender long ownership chains (Project 4), and provide commitment mechanisms for monitoring (Project 5). We shall also examine whether the ways in which such incentives induce asset managers to govern firms foster new channels for systemic risk (Projects 6 and 7).

Our research approach will be positive: in other words, the projects...

A list of the top 50 Laffer Tengler Investments Inc holdings showing which stocks are owned by Laffer Tengler Investments Inc's hedge fund.

A list of the top 50 Rokos Capital Management LLP holdings showing which stocks are owned by Rokos Capital Management LLP's hedge fund.

When asked about "Financial product purchase intentions", most German respondents pick "Equity investment (stocks / investment funds)" as an answer. 14 percent did so in our online survey in 2022.The Global survey is part of Statista Consumer Insights, providing you with exclusive consumer survey results on more than 500 industries and topics.

When asked about "Financial product purchase intentions", most Swedish respondents pick "Equity investment (stocks / investment funds)" as an answer. 18 percent did so in our online survey in 2022.The Global survey is part of Statista Consumer Insights, providing you with exclusive consumer survey results on more than 500 industries and topics.

Snapshot img

ETF Market Size 2025-2029

The ETF market size is forecast to increase by USD 17.94 billion, at a CAGR of 20.2% between 2024 and 2029.

The market is experiencing significant growth, driven by key factors such as market liquidity and the increasing popularity of bond ETFs. Market liquidity refers to the ease with which securities can be bought and sold in the market without significantly impacting the price. This factor is crucial for ETFs, as they are designed to provide investors with the ability to trade large volumes of securities in a single transaction. Another trend in the market is the growth of bond ETFs, which offer investors exposure to fixed income securities. The market's growth is driven by advancements in technology, such as blockchain, artificial intelligence, big data, optical character recognition, and machine learning, which improve trade finance, facilitate trade agreements, and support financial institutions and service providers. 
However, the market also faces challenges, including transaction risks. These risks arise from the fact that ETFs are traded like individual stocks, but their value is derived from the underlying portfolio of securities. As such, there is a risk that the market price of an ETF may not accurately reflect the value of its underlying securities, leading to potential losses for investors. Despite these challenges, the market is expected to continue growing, driven by the benefits it offers in terms of liquidity, diversification, and cost efficiency.

What will be the Size of the ETF Market During the Forecast Period?

Request Free Sample

Exchange-traded funds (ETFs) have revolutionized the investment landscape by offering affordable, transparent, and liquid access to various asset classes, including stocks, bonds, commodities, currencies, and real estate. ETFs function much like mutual funds, pooling assets from investors to purchase a diversified portfolio. However, they differ in their trading mechanism, as they are listed and traded on stock exchanges, allowing for intraday pricing and flexibility. ETFs have gained significant traction due to their affordability and lower transaction costs compared to traditional mutual funds. Their index-based construction aligns with passive investment strategies, providing broad market exposure. Market volatility has not deterred the growth of ETFs, as they offer financial market stability through diversification and the ability to hedge against various risks.
Government support and the proliferation of computer-built ETFs have further bolstered their popularity. Alternative trading funds and specialty ETFs cater to specific investor needs, such as fixed income, real estate, and commodity exposure. ETFs have become a go-to investment vehicle for both retail and institutional investors, offering an efficient and cost-effective solution for passive investing strategies.

How is this ETF Industry segmented and which is the largest segment?

The ETF industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD million' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments.

Type

  Fixed income ETF
  Equity ETF
  Commodity ETF
  Real estate ETF
  Others


Product Type

  Large cap ETFs
  Mega cap ETFs
  Mid cap ETFs
  Small cap ETFs


Geography

  North America

    Canada
    US


  Europe

    Germany
    UK
    France


  APAC

    China
    Japan
    South Korea


  South America



  Middle East and Africa

By Type Insights

The fixed income ETF segment is estimated to witness significant growth during the forecast period.

Fixed income Exchange-traded funds (ETFs) hold a significant market position in 2024. Distinct from traditional bond investments, which are often bought through bond brokers, fixed income ETFs are exchange-traded products that invest in various fixed-income securities, including corporate, municipal, and government bonds, on a stock exchange. This centralized exchange exposure provides bond buyers with increased access and liquidity compared to the limited exposure offered by corporate bond sales through brokers. Notable categories of fixed income ETFs include Government Bond ETFs, which invest in securities issued by governments, and other types, such as Corporate Bond ETFs and International Bond ETFs. These ETFs offer investors affordability through potential lower transaction costs, net asset value transparency, and passive investment strategies, such as index funds.

Fixed income ETFs cater to both retail and institutional investors, and their offerings span various sectors, including bonds, equity, commodity, currency, and specialty. The financial market stability provided by fixed income ETFs, along with the growing use of technology in trade finance and financial services, further enhances the

A list of the top 50 Eminence Capital holdings showing which stocks are owned by Ricky Sandler's hedge fund.

Comprehensive global estimates based on projections, models, analysis and research. Available as global, international or North American company packages.