交易所交易基金市场规模预计将从 2023 年的 10.23 万亿美元增长到 2031 年的 26.45 万亿美元;预计 2023 年至 2031 年的复合年增长率为 12.6%。债券交易所交易基金日益普及,预计将提供高增长机会。
交易所交易基金市场分析
交易所交易基金在全球固定收益和股票金融市场中只占很小的比例,按地区划分,固定收益资产的比例为 0.4%-3.0%,股票的比例为 4-15%。与共同基金相比,ETF 的优势包括成本更低、可以跟踪整个市场的表现,而不是投资于单一股票,而且理论上投资结果更好,因为主动型基金经理的表现往往不及市场。这些优势导致全球此类基金数量激增,自 2003 年以来增长了惊人的约 3,000%,并推动了交易所交易基金市场的增长。
定制此报告以满足您的需求
您可以免费定制任何报告,包括本报告的部分内容、国家级分析、Excel 数据包,以及为初创企业和大学提供优惠和折扣
- 获取此报告的关键市场趋势。这个免费样品将包括数据分析,从市场趋势到估计和预测。
交易所交易基金
行业概览
- 交易所交易基金是一种集合投资证券,可以像个人股票一样买卖。交易所交易基金与共同基金的主要区别在于,虽然共同基金也是一种集合投资,但它每天只在收盘后交易一次。
- 第一只交易所交易基金是 SPDR S&P 500 ETF (SPY),它追踪标准普尔 500 指数,至今仍是深受投资者和交易员欢迎的交易所交易基金。
交易所交易基金市场驱动因素和机遇
从传统贷款转向交易所交易基金,推动交易所交易基金市场
- 交易所交易基金以其便捷的流动性选择而闻名。流动性是投资不可或缺的一个方面,为投资者提供直接的买卖。对于交易所交易基金而言,流动性非常重要。
- 交易所交易基金的流动性是指投资者交易或兑换这些基金的便利程度。这些基金被视为多方面的资产篮子。因此,交易所交易基金中每种基础资产的流动性越高,赎回整个交易所交易基金就越容易。
- 交易所交易基金的流动性包括两个部分:基础资产流动性和交易所交易基金流动性。由于其赎回/创建程序复杂,大多数交易所交易基金的流动性都参考其基础资产来衡量,基础资产可能包括债券、股票、黄金等。
交易所交易基金
市场报告细分分析
- 根据类型,交易所交易基金市场分为商品ETF、股票ETF、固定收益ETF、房地产ETF等。
- 预计股票 ETF 部分将在 2023 年占据交易所交易基金的相当一部分市场份额。这些是简单的投资产品,结合了股票投资的弹性和股票共同基金的简单性。交易所交易基金在证券交易所的现货市场上交易,与任何其他股票类似,可以按市场价格连续买卖。这些是基于指数的被动投资工具,以与原始指数相同的比例投资于证券。由于其指数镜像特性,交易所交易基金的持股情况完全透明。此外,由于其独特的结构和创建机制,与共同基金相比,交易所交易基金的费用率要低得多。预计这些优势将推动交易所交易基金市场的增长。
交易所交易基金
按地区划分的市场份额分析
交易所交易基金市场报告的范围主要分为五个地区 - 北美、欧洲、亚太、中东和非洲以及南美。亚太地区 (APAC) 正在经历快速增长,但预计北美将占据最大的交易所交易基金市场份额。亚太地区的显著经济发展和对交易的兴趣日益浓厚,为交易所交易基金的扩张提供了巨大的机会。
交易所交易基金
交易所交易基金市场区域洞察
Insight Partners 的分析师已详尽解释了预测期内影响交易所交易基金市场的区域趋势和因素。本节还讨论了北美、欧洲、亚太地区、中东和非洲以及南美和中美洲的交易所交易基金市场细分和地理位置。
- 获取交易所交易基金市场的区域特定数据
交易所交易基金市场报告范围
报告属性 | 细节 |
---|---|
2023 年的市场规模 | 10.23万亿美元 |
2031 年市场规模 | 26.45万亿美元 |
全球复合年增长率(2023 - 2031) | 12.6% |
史料 | 2021-2023 |
预测期 | 2023-2031 |
涵盖的领域 | 按类型
|
覆盖地区和国家 | 北美
|
市场领导者和主要公司简介 |
|
交易所交易基金市场参与者密度:了解其对业务动态的影响
交易所交易基金市场正在快速增长,这得益于终端用户需求的不断增长,而这些需求又源于消费者偏好的不断变化、技术进步以及对产品优势的认识不断提高等因素。随着需求的增加,企业正在扩大其产品范围,进行创新以满足消费者的需求,并利用新兴趋势,从而进一步推动市场增长。
市场参与者密度是指在特定市场或行业内运营的企业或公司的分布情况。它表明在给定市场空间中,相对于其规模或总市场价值,有多少竞争对手(市场参与者)存在。
在交易所交易基金市场运营的主要公司有:
- 安联集团
- 贝莱德公司
- 纽约梅隆银行
- 富达投资公司
- 高盛
免责声明:上面列出的公司没有按照任何特定顺序排列。
- 获取交易所交易基金市场顶级关键参与者的概览
《交易所交易基金市场分析》根据类型和地理位置进行。就类型而言,市场分为商品 ETF、股票 ETF、固定收益 ETF、房地产 ETF 等。根据地理位置,市场分为北美、欧洲、亚太地区、中东和非洲以及南美。
交易所交易基金
市场新闻和最新动态
公司在交易所交易基金市场中采用无机和有机战略,例如并购。以下列出了一些近期的关键市场发展:
- 2024 年 3 月,资产管理公司 VanEck 宣布免除 VanEck 比特币信托 (HODL) 的赞助费,该信托提供现货比特币敞口,该免除立即生效。这一调整表明 VanEck 致力于为投资者提供增值服务,包括通过有竞争力的定价。在 2024 年 3 月 12 日至 2025 年 3 月 31 日期间,该信托前 15 亿美元资产的全部赞助费将免除。如果该信托的资产在 2025 年 3 月 31 日之前超过 15 亿美元,超过 15 亿美元资产的费用为 0.20%。所有投资者都将承担相同的赞助费,即这些费率的加权平均值。2025 年 3 月 31 日之后,赞助费将为 0.20%。
[来源:VanEck,公司网站]
- 2024 年 3 月,数字资产管理公司 Grayscale Investments 申请分拆其现货比特币交易所交易基金 Grayscale Bitcoin Trust (GBTC)。此次分拆是旨在为投资者提供较低费用的比特币投资机会的一部分。Grayscale 申请上市一种新投资产品 Grayscale Bitcoin Mini Trust 的股份,该产品将获得 GBTC 持有的一定数量的比特币。作为交换,GBTC 的现有股东将获得 Mini Trust 的股票。
[来源:Grayscale,公司网站]
交易所交易基金
市场报告范围及交付成果
《交易所交易基金市场规模和预测(2021-2031 年)》市场报告对市场进行了详细分析,涵盖以下领域:
- 范围内涵盖的所有主要细分市场的全球、区域和国家层面的市场规模和预测。
- 市场动态,例如驱动因素、限制因素和关键机遇。
- 未来的主要趋势。
- 详细的 PEST 和 SWOT 分析
- 全球和区域市场分析涵盖主要市场趋势、主要参与者、法规和最新的市场发展。
- 行业格局和竞争分析包括市场集中度、热图分析、关键参与者、最新发展。
- 详细的公司简介。
- Historical Analysis (2 Years), Base Year, Forecast (7 Years) with CAGR
- PEST and SWOT Analysis
- Market Size Value / Volume - Global, Regional, Country
- Industry and Competitive Landscape
- Excel Dataset
Report Coverage
Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends
Segment Covered
This text is related
to segments covered.
Regional Scope
North America, Europe, Asia Pacific, Middle East & Africa, South & Central America
Country Scope
This text is related
to country scope.
Frequently Asked Questions
The key players holding majority shares in the market are BlackRock Inc, Fidelity Investments Inc, Goldman Sachs, JPMorgan Chase and Co, and The Vanguard Group.
The market is expected to reach US$ 26.45 trillion by 2030.
The global market was estimated to be US$ 10.23 trillion in 2023 and is expected to grow at a CAGR of 12.6 % during the forecast period 2023 - 2031.
The growth of bond exchange-traded funds is anticipated to play a significant role in the global market in the coming years.
Rising demand for easily liquifiable fund options for choosing varied assets for fund allocation are the major factors that propel the market.
Trends and growth analysis reports related to Banking, Financial Services, and Insurance : READ MORE..
- Allianz Group
- BlackRock Inc
- BNY Mellon Corporation
- Fidelity Investments Inc
- Goldman Sachs
- JPMorgan Chase and Co
- Mirae Asset Securities Co Ltd
- Morgan Stanley
- The Vanguard Group
- UBS Group
The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.
- Data Collection and Secondary Research:
As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.
Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.
- Primary Research:
The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.
For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.
A typical research interview fulfils the following functions:
- Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
- Validates and strengthens in-house secondary research findings
- Develops the analysis team’s expertise and market understanding
Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:
- Industry participants: VPs, business development managers, market intelligence managers and national sales managers
- Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.
Below is the breakup of our primary respondents by company, designation, and region:
Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.
- Data Analysis:
Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.
- Macro-Economic Factor Analysis:
We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.
- Country Level Data:
Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.
- Company Profile:
The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.
- Developing Base Number:
Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.
- Data Triangulation and Final Review:
The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.
We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.
We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.