Advisors took a more active approach to ETF management, rotating over 50% of their holdings

ATLANTA: AdvizorPro, a leading RIA and financial advisor intelligence platform, has released its Annual 2025 RIA ETF Trends Report, providing a detailed assessment of how registered investment advisors (RIAs) allocated to ETFs in 2024. Leveraging public filings and utilizing AdvizorPro’s proprietary analysis, the report delivers first of its kind market insight and analysis of RIA ETF positions.

The 2025 RIA ETF Trends Report examines fund adoption, issuer growth, and portfolio shifts to uncover key trends in advisor allocations and emerging investment strategies. Drawing from the 13F filings of over 4,700 RIAs, the report provides a detailed analysis of where advisors are increasing allocations, rebalancing portfolios, or exiting positions. These insights help ETF issuers refine their distribution strategies and adapt to evolving market conditions.

This year’s findings highlight the high level of engagements advisors are having with ETFs in their investment portfolios with over half of positions changing year over year. Moreover, the report delivers a more comprehensive look at major industry shifts including the continued transition away from mutual funds, growing demand for risk-managed strategies, and the increasing adoption of thematic and alternative investments.

Key takeaways from the report include:

• High ETF Turnover Signals Active Portfolio Management – Over half of ETF positions changed in 2024, indicating that RIAs are tactically reallocating portfolios to adapt to market conditions.
• Thematic & Alternative ETFs Gain Traction – Digital asset ETFs experienced explosive growth, with crypto-related funds up over 1,500%, while structured income and options-based ETFs also gained significant advisor interest.
• Fixed Income ETFs are a Core Focus – In a volatile rate environment, multi-sector and ultrashort bond ETFs saw strong inflows, reinforcing ETFs’ role in yield generation and risk mitigation.
• RIAs are Expanding their ETF Use – The average number of ETFs per firm rose 14%, with two-thirds of RIAs increasing allocations, highlighting a preference for diversification.
• Market Share is Shifting Among Issuers – While iShares, Vanguard, and SPDR maintain dominance, firms like JPMorgan, Dimensional, and First Trust are growing, reflecting increased advisor demand for active and factor-based strategies.

“The rapid expansion of ETF adoption among RIAs reflects the increasing importance of product innovation, liquidity, and risk management in today's market,” said Michael Magnan, co-founder and CEO of AdvizorPro. “The 2025 RIA ETF Trends Report underscores how advisors are diversifying their portfolios, leveraging thematic and alternative investments, and actively managing allocations in response to changing market conditions. ETF issuers that focus on education and differentiated strategies will be best positioned to capture this growing demand.”

About AdvizorPro
AdvizorPro is the premier intelligence platform for the wealth management industry, delivering unparalleled data on RIAs, family offices, and other key financial professionals. Using AI and advanced data technology, we transform complex data into actionable insights, empowering firms to target the right prospects, streamline outreach, and drive growth. Our intuitive platform, robust API, and seamless CRM integrations ensure that sales and marketing teams can access, analyze, and act on the most accurate and up-to-date industry intelligence available. Learn more at AdvizorPro.com.

Fonte: Business Wire