ETF trends reflect a wild first quarter for the stock market

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It’s the end of a wild first quarter for stock and bond investors, and ETF flows are reflecting that turmoil, BobPisani writes.

The good news: Despite big market swings , equity and bond ETFs still saw overall inflows in the first quarter. The bad news: The inflows are far smaller than in recent years, as some investors were parking enormous amounts of cash in other investments like money market funds toward the end of March. ETFs still getting money, but at a slower pace As of March 24, ETFs have taken in a combined $70 billion in 2023, according to Nate Geraci at the ETF Store.

When my mother becomes a bond watcher, that's a yield top. That's like the shoeshine boy talking about the stock market. My mother was right. Treasury ETFs were the big winners in the first quarter, taking in $39 billion, about half of that in short-term Treasurys. "When you can pick up short-term Treasurys for 4 to 4 and a half percent yields with no risk, that is very attractive for many investors," Geraci said. He must have been talking to my mother.

 

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