Original research
Original research from Private Wealth Daily. Data-led reports on where advisor money, talent and deals are moving, built from filings and our own trackers.
Latest reportThe ETF Flow ReportWeek of Oct 26
IWM, IVV and IGV, which drew money over the prior three weeks, all had outflows in the week to Oct. 25, iShares data show.
· By PWD Intelligence
Weekly, Mondays
Where ETF money moved last week by category, asset class, active and index funds and issuer, from issuers' own daily fund records.
Latest · Week of Oct 26iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion
Weekly, Wednesdays
New ETF launches, registration filings and closures from SEC records, with the trend in what issuers are bringing to market.
First edition coming soon
Monthly, second Tuesday
Which ETFs and categories are drawing advisor interest, set against where issuer-reported money actually went.
First edition coming soon
Weekly, Fridays
Team moves and breakaways, the recruiting leaderboard, channel flows and RIA M&A from our Moves Wire and deal records, with Form ADV movers.
Latest · Week of Oct 19Janney, Osaic, Rockefeller listed as adding teams worth $7B combined
Monthly, first Tuesday
The month in private credit, real estate, secondaries and infrastructure as they reach private wealth.
First edition coming soon
Monthly, first Thursday
The funds drawing the most advisor interest, set beside issuer-reported flows and advisor poll results.
First edition coming soon
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