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Rating:After F-Squared's Fall, Which ETF Strategists Are Flying High? Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, September 1, 2015

After F-Squared's Fall, Which ETF Strategists Are Flying High?

Reported by Neil Anderson, Managing Editor

The hottest ETF strategist of the past year is ... Beaumont Capital Management!

Per Morningstar's latest report on the subject, Needham, Massachusetts-based Beamont saw its assets rise more over the last year than any other ETF strategist in the business. For the 12 months ended June 30, 2015, Beaumont's AUM increased $1.7759 billion to $2.8564 billion.

Second place goes to Vanguard Advisers [profile], the low-cost mutual fund titan's robo-advice solution, which increased $1.1015 billion to $1.6899 billion. Rounding out the top five were: Windham Capital Management, up $928.6 million to $2.288 billion; Astor Investment Management [profile], up $890.2 million to $1.7024 billion; and SEI Trust Company [profile], up $608.3 million to $967.5 million.

On the flip side, beleaguered F-Squared Investments suffered a massive $20.8026 billion drop to $3.3486 billion, pushing it down from first to sixth in AUM. Other ETF strategists that suffered big AUM drops were: Good Harbor Financial (whose backers are trying to buy F-Squared assets out of bankruptcy), whose AUM fell $7.9466 billion to $1.6263 billion; Charles Schwab's [profile] Windhaven Investment Management, AUM down $4.2528 billion to $14.7926 billion, which is the biggest ETF strategist on M*'s list; Stadion Money Management [profile], whose AUM dropped $722.8 million to $4.0427 billion; and Al Frank Asset Management's [profile] Innealta Capital, whose AUM fell $703.6 million to $2.2106 billion.

As of June 30, 2015, M* tracked 770 strategies from 153 shops with a combined $80 billion in AUM. That total was down seven percent for the quarter, thanks largely to an $11-billion drop at F-Squared. 

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