Gain real-time insight with ETF data & analytics by quickly analyzing global ETF trends, flows, and holdings to identify new product and investment opportunities.
ETF Data & Analytics
ETF Data & Analytics for Wealth Managers & Institutional Investors
Are your ETF strategies backed by timely, precise global ETF data?
CFRA offers one of the most comprehensive ETF databases in the industry
ETF Classifications
Simply the most comprehensive ETF classification framework in the industry. Our proprietary framework allows you to quickly search and identify ETFs across nearly 100 unique factors and themes.
ETF Constituent Holdings
Improve your risk management and avoid portfolio blow-ups by analyzing current and historical holdings and weightings data across the global universe of ETFs.
Statistics & Analytics
Stay on top of daily returns, monitor fund flows and trading volume for every ETF globally so you can stay ahead of your competitors.
Comprehensive ETF Data Offerings for Institutional Investors and Wealth Management Firms
ETF data that supports multiple client types, investment styles, and business goals
Institutional Investors
- Quickly find ETFs that support your trading strategies and market view across nearly 100 unique factors and themes.
- Develop alpha-generating trading strategies based on changes to ETF constituents and their underlying index methodologies.
- Track and monitor historical trading activity and exposure of actively managed ETFs to replicate, modify, or create competitive strategies.
- Monitor your portfolios for sector, factor, and single security concentration risk to avoid costly blow-ups.
- Quickly gauge whether an ETFs asset size is driven by market movement or new flows.
Wealth Management Firms
- Deliver your advisors and retail clients a unique and customized experience, designed specifically for ETFs, across your web and mobile platforms.
- Empower your users to search and select ETFs across nearly 100 unique factors and themes without the limitations of outdated mutual fund style boxes.
- Position your firm to capitalize on the ever-growing flow of assets moving from mutual funds to ETFs with powerful screening tools.
- Access our flexible delivery options including seamless platform integration through our award-winning Research-as-a-Service (RaaS) API.
- Grow your AUM by retaining and attracting new clients with dynamic next-gen web and mobile applications that help your brand stand apart.
Global Coverage of 19,000+ ETFs
Global ETF data and historical holdings delivered in a standardized format to ensure your analysis can be done quickly and efficiently
98% Global Coverage
Global ETF Data & Analytics with FUNDynamix
Empowering Wealth Managers and Institutional Investors with Real-Time EFT Insights.
For Wealth Managers
CFRA’s FUNDynamix platform delivers critical ETF insights to platform owners, research and compliance teams, and advisors. Powered by CFRA’s extensive ETF database, FUNDynamix enables daily trend tracking, risk identification, and in-depth ETF analysis, helping wealth managers to:
- Stay Ahead of Trends: Track ETF flows and performance across asset classes.
- Identify Risks: Assess ETF holdings for concentration, credit exposure, and other risk factors.
- Use CFRA Curated Lists: Access trending themes and categories relevant to today’s market.
- Create Custom Screens & Watchlists: Monitor ETFs with user-defined themes and factors.
For Institutional Investors
FUNDynamix provides product, marketing, and investment teams with real-time ETF data to stay competitive. Institutional users can:
- Optimize Marketing & Product Strategies: Track ETF performance and investor interest.
- Analyze Risks & Quality: Spot potential risks in ETF structure and holdings.
- Leverage STARs Ratings: Evaluate ETFs based on cost, reward, and risk.
- Build Custom Watchlists: Screen and monitor specific ETFs or peer groups.
FUNDynamix and CFRA’s Research as a Service offer essential insights for wealth managers and institutional investors, enhancing portfolio strategy and risk management.
Seamless Integration and Customization for Your Workflow
Choose the integration approach that best meets your needs.
APIs
Atomized integration of CFRA content through our award-winning Research-as-a-Service (RaaS) API directly into your portals allows for creation of custom tools and applications across your enterprise.
Data Feeds
Easily ingest CFRA content through your internal workflows, processes, and platforms through a daily data feed. Multiple file formats are supported including PDF, XML, TXT, and RIXML v2.5.
Additional ETF Data and Analytics Research
ETF Comparison, Rankings and Ratings
Discover how CFRA’s ETF ratings and comparison research solutions simplify fund evaluation and optimize your portfolio.
A Case for Global Bond ETFs
Diversification within a fixed income portfolio using global bonds could be advantageous given the current uncertainty of the macroeconomic and geopolitical landscape.
Mega-Cap Stocks in an ETF Wrapper
Our research contextualizes the market's shift towards mega-cap stocks, exploring their defensive characteristics amidst market volatility.