Robinhood has commanded the ******* share of the retail investing market in the United States since at least early 2020, with its market share fluctuating between ********* and********* of the market over this period. For comparison, the next highest market share is held by Fidelity, with between **** and ***percent of the market. Robinhood is a smartphone-based app which allows retail investors to easily engage in commission-free share trading.

As of 2024, roughly ** percent of retail investors surveyed noted using research sites (such as Yahoo Finance) or Google Search when looking for investment ideas and information. Investing Platforms ranked as the third most popular information source.

Almost ** percent of investors who had a designated financial advisor stated they would like early access to new financial products. Roughly ** percent of investors without a financial advisor noted they too would like to be early adapter's to new financial products. However, the highest response from investors without a financial advisor was ** percent noting they did not want to invest in new products due to risk.

China Retail Investor Sentiment Analytics provides sentiment analytics of Chinese retail investors based on 2 stock forums, Guba (GACRIS dataset) and Xueqiu (XACRIS dataset), the most popular stock forums in China from 2007.

By utilizing in-house NLP models which are dedicatedly optimized for Chinese stock forum posts and trained on a proprietary manually labeled and cross-checked training data, the dataset provides accurate text analytics of post content, including but not limited to quality, sentiment, and relevant stocks with relevance score. In addition to the aggregated statistics of stock sentiment and popularity, the dataset also provides rich and fine-grained information for each user/post in record level. For example, it reports the registration time, number of followers for each user, and also the replies/readings and province being published for each post. Moreover, these meta data are processed in point-in-Time (PIT) manner since 2019.

The dataset could help clients easily capture the sentiment and popularity among millions of Chinese retail investors. On the other hand, it also offers flexibility for clients to customize novel analytics, such as studying the sentiment (conformity/divergence) of users of different level of influence or posts of different hotness, or simply filtering the posts published by users which are too active/positive/negative in a time window when aggregating the statistics.

Coverage: All A-share and Hong Kong stocks, 300+ popular US stocks Update Frequency: Daily or intra-day

As of 2023, the **** popular investment approach among the retail investors surveyed was thematic investing. Thematic investing is centered around identifying macro trends, such as emerging technology, and then identifying underlying investments that would benefit from these trends. **** of all investors surveyed expressed interest in thematic dividend investing. This form of thematic investment concentrates on stocks impacted by macro trends that pay regular dividends.

Like several other app industries, stock trading and investment saw a huge spike in usage during the coronavirus pandemic. Millions of people stuck at home were able to take advantage of new...

China's public fund industry has experienced rapid expansion, marked by heightened market activity and increasing investor participation. As of September 2024, the sector serves over 700 million investors and manages assets totaling 32 trillion yuan. The growing awareness of wealth management has led to a surge in retail investor involvement, with fund allocations becoming more diversified.

GACRIS-fund is designed to analyze and interpret retail investor sentiment within this dynamic market. Leveraging proprietary NLP models optimized for Chinese financial social media, the dataset extracts valuable insights from discussions on Guba’s fund forum. By systematically processing vast amounts of investor discourse, GACRIS-fund captures sentiment trends and fund popularity on a daily basis while providing detailed analytics on individual posts and user profiles.

By decoding investor sentiment through social media interactions, GACRIS-fund offers financial professionals, fund managers, and researchers a comprehensive view of retail investor behavior. Through its real-time tracking of sentiment shifts, the dataset serves as a valuable tool for understanding market dynamics and informing investment strategies in China’s fast-evolving fund industry.

• Coverage: 23000+ funds across 32 categories, including 1000+ ETFs • History: From 2010-05-12 • Update Frequency: Daily

RISA-Japan focus on Yahoo！Japan, one of the most active stock forums in Japan. Since 2012, RISA-Japan has meticulously collected, cleaned, and analyzed over 94 million posts related to more than 4,900 securities discussed within the stock forum.

By analyzing the discussions on the stock forum, RISA-Japan provides valuable information about the sentiments, opinions, and trends expressed by retail investors regarding various securities. This dataset provides information on the sentiment and attention (hotness) of retail investors on each stock on the Yahoo! Japan Forum.

In addition to statistical data, this data provides record-level post analyses and stock ratings by users, that allow clients to group the posts to gain in-deep insight, for example, identifying hot posts or grouping posts by stock ratings.

• Coverage: 4500+ Japanese stocks, 300+ ETFs • History: From 2012-11-20 • Update Frequency: Daily

The ************ consecutive investment goal among retail investors worldwide was investing for retirement. While the number of investors prioritizing retirement did drop by ***** percent from 2018, retirement was still a priority for roughly **** of all retail investors surveyed.

CMoney, a leading financial social platform in Taiwan since 2003, has amassed over 12 million registered members and 6 million monthly active users, making it the largest discussion forum for Taiwan stocks.

RISA-Taiwan focuses on the CMoney stock forum, collecting and analysing 3 types of posts including the user common post, questions and platform posts, providing sentiment scores and hotness analytics for over 2,800 Taiwan securities.

It also includes record-level postings and user profile analytics for 11 million posts and more than 340,000 users since 2020, such as user influence, post interaction hotness. This dataset is designed to help investors understand market sentiment and trends, offering valuable insights for making informed investment decisions.

• Coverage: 2800+ Taiwan securities (2400+ stocks, 300+ ETPs, 150+ indices)
• History: From 2020-01-01
• Update Frequency: Daily

The files contain all raw data and Stata codes to reproduce the findings of the following published paper: Siemroth & Hornuf (2023): "Why Do Retail Investors Pick Green Investments? A Lab-in-the-Field Experiment with Crowdfunders", Journal of Economic Behavior & Organization, 209, 74-90. 399 investors participated in a decision experiment to choose between higher returns or more positive environmental impact (via a donation to carbon offsetting or to Greenpeace), or to choose between higher returns and more positive social impact (via a donation to the Red Cross). We link this experimental data to the investors field investments and explain whether their propensity to invest in green projects can be explained by (i) return expectations of green projects, (ii) how important positive environmental impact is to them, (iii) how important positive social impact is to them. The data also includes demographic data such as age and information on financial and economic background, as well as other survey answers.

The use of technology within the investment industry is becoming more important. Retail investors were asked in 2022 what they thought would be more important for them in three years time: having access to the latest technology platforms and tools to execute their investment strategy, or having a person to help navigate what is best for them and execute on their retail investment strategy. Retail investors in India showed the most interest in technology, ** percent stated that they thought having access to the latest technology would be most important for them in three years time, to execute their investment strategy. Retail investors in the Canada showed the ******* preference for having a person to help them execute their investment strategy, reaching ** percent of respondents.

RISA-Korea provides insight into Korean retail investor sentiment and interest in 4200 KRX securities (with 3100+ KRX stocks) by analyzing 60 million posts and 80+ million replies in Naver, the most popular web portal in South Korea since 2017.

By analyzing the discussions on Naver's stock forum, RISA-Korea provides valuable information about the sentiments, opinions, and trends expressed by retail investors regarding various securities. The inclusion of a wide range of securities in the analysis ensures that RISA-Korea captures a holistic understanding of retail investor sentiment across the market, and the dataset serves as a valuable resource for studying retail investor behavior, identifying market trends, and assessing the impact of retail investors on specific securities.

In particular, in addition to the statistical analysis of each security, this dataset provides record-level post analysis, such as information on sentiment, related stocks and hotness. for each post, which allows users to group posts according to their needs, such as identifying popular posts or excluding machine posts, to gain in-depth insights.

• Coverage: 4200+ KRX securities (3100+stocks, 800+ETFs and 300+ ETNs) • History: From 2017-06-07 • Update Frequency: Daily

Retail (Onshore) Investments Scenario of New Zealand: Investments Analytics to 2020; is an exhaustive research report outlaying important statistics on New Zealand’s Retail Investment market. The report provides year on year statistics on Retail Investments in Mutual Fund, Deposits, Equities and Bonds. Read More

Envestnet®| Yodlee®'s Retail Sales 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

Retail (Onshore) Investments Scenario of Switzerland: Investments Analytics to 2020; is an exhaustive research report outlaying important statistics on Switzerland’s Retail Investment market. The report provides year on year statistics on Retail Investments in Mutual Fund, Deposits, Equities and Bonds. Read More

Revenue for the Open-End Investment Funds industry has been increasing over the past five years. Open-end investment funds revenue has been growing slightly but remaining relatively steady at a CAGR of 0.0% to $196.1 billion over the past five years, including an expected increase of 4.2% in the current year. In addition, industry profit has climbed and comprises 33.1% of revenue in the current year. Overall, revenue has been increasing alongside overall asset growth, despite operators being forced to lower fees to meet shifting consumer preferences. The industry has encountered volatility due to the high-interest rate environment for most of the period. Higher interest rates reduce liquidity and make fixed income securities more attractive to investors due to less risk and more predictable interest payments. The industry has also encountered increased growth for ETFs and retail investors. The greatest shift in the industry has been an evolving investor preference for exchange-traded funds (ETFs). While mutual funds account for the majority of industry assets, growth in ETF assets has significantly outpaced that of mutual funds. Expenses that mutual fund investors incur have fallen from 0.5% of assets in 2018 to 0.4% in 2023, as industry operators have cut fees to attract new capital due to pressure from new funds (latest data available). Despite the high interest rate environment, the Fed slashed rates in 2024 and is anticipated to cut rates further in the latter part of 2025, which will boost asset prices. Open-end investment funds' revenue is expected to grow at a CAGR of 0.3% to $198.7 billion over the five years to 2030. The fears over inflation and a possible recession are expected to dominate the beginning of the outlook period. The Federal Reserve is expected to continue cutting interest rates as inflationary pressures ease. Investment companies' importance will continue to grow, with mutual funds and ETFs representing key channels for individual and institutional investors to access financial markets.

Canada Foreign Direct Investment: Retail Trade data was reported at 20,847.000 CAD mn in 2023. This records a decrease from the previous number of 22,917.000 CAD mn for 2022. Canada Foreign Direct Investment: Retail Trade data is updated yearly, averaging 19,740.000 CAD mn from Dec 1999 (Median) to 2023, with 25 observations. The data reached an all-time high of 38,536.000 CAD mn in 2014 and a record low of 12,188.000 CAD mn in 1999. Canada Foreign Direct Investment: Retail Trade data remains active status in CEIC and is reported by Statistics Canada. The data is categorized under Global Database’s Canada – Table CA.O001: Foreign Direct Investment by Industry.

Retail (Onshore) Investments Scenario of China: Investments Analytics to 2020; is an exhaustive research report outlaying important statistics on China’s Retail Investment market. The report provides year on year statistics on Retail Investments in Mutual Fund, Deposits, Equities and Bonds. Read More

DAVP covers more than 2 million virtual portfolios created by 1.6 million users since 2013 and covers over 100 million rebalancing actions across all A-share stocks.

DAVP provides granular, record-level details for each rebalancing transaction, including the transition amount, price, and weight. Since 2022, it has also captured point-in-time (PIT) metadata on individual virtual portfolios, such as portfolio returns and popularity trends. This rich and structured dataset empowers clients to customize indicators based on their unique investment perspectives with ease.

In addition, by dividing the rebalancing records into different groups based on users’ experience, activity level, and portfolio diversity, DAVP provides easy-to-use derived insights into the investment strategy and behaviors of different groups of investors as below.

1)Popularity indicators. (e.g., number of rebalancing users/portfolios, number of rebalance, total rebalance weight/shares)

2)Sentiment indicators. (e.g., number of buy/sell users/portfolios, number of buy/sell weight/ shares, number of first buy users)

3)Market price indicators (e.g., buy/sell average/median price)

• Coverage: 5000+ A-share stocks
• History: From 2013-01-01
• Update Frequency: Daily