After F-Squared's Fall, Which ETF Strategists Are Flying High?
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Tuesday, September 01, 2015

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

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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