RIA continued so as to add internet new ETFs to their portfolios within the first quarter of 2026, based on a brand new report from AdvizorPro.
The common variety of ETFs held per agency rose to 89.7, based on the agency, which primarily based its findings on 13F filings from 5,304 RIAs it has tracked over each quarters. Simply over half of RIAs (50.1%) added new funds to their ETF line-up, vs. 28.9% who culled their holdings. ETF classes that noticed an inflow of recent cash within the first quarter included funds that concentrate on power, pure assets and commodities, with progress additionally seen in actual property, protection industries and worldwide equities.
Nonetheless, a number of the largest, most established ETF issuers—iShares, State Road Funding Administration, Invesco—misplaced minor market share through the first quarter, whereas issuers specializing in lively and specialty methods gained market share. These included Akre Capital Administration (with a 188.6% enhance in RIAs holding its ETFs), Cohen & Steers (up 35.3%), REX Shares (up 31.6%) and Cambria (up 27.0%), amongst others.
RIAs are actually on the lookout for new ETFs to satisfy particular roles of their funding portfolios, quite than overhauling their complete fund lineup, AdvizorPro researchers reported. Whereas the typical ETF turnover ratio was larger than through the earlier quarter at 12.3%, RIAs held on to 90% of their current ETF positions.
“The constructive sign just isn’t the [turnover] price itself however the constant surplus of provides over drops,” the researchers famous. The add price for ETFs averaged 13.7% within the first quarter, in contrast with a drop price of 9.2%.
When it got here to new technique classes, AvizorPro reported a 14% enhance in RIAs allocating to fairness power ETFs, with 265 new allocators, a 13.2% enhance or 118 new RIAs allocating to ETFs within the commodities broad basket class, and an 8.4% enhance or 145 new RIAs allocating to the pure assets class. Different rising classes included industrials, Latin American shares and diversified rising markets.
The ETF with the fastest-growing RIA share within the first quarter was Akre Capital Administration’s large-growth AKRE ETF, which added 264 RIAs, representing 188.6% quarter-over-quarter progress. Nonetheless, AdvizorPro clarified that “A 188.6% CRD surge in a single quarter for a fund lower than a 12 months previous displays pent-up advisor demand for a brand-credible lively supervisor lastly out there in ETF type. It’s a one-time adoption occasion, not a distribution blueprint.”
Amplify ETFs’ by-product earnings ETF, IDVO, added 38 RIAs, signaling 74.5% progress. VanEck’s international reasonable allocation ETF, RAAX, added 49 RIAs, with progress of 74.2%. In the meantime, USCF’s commodities broad basket ETF, SDCI, added 32 RIAs, with progress of 62.7%.
The adoption of those and different new ETFs has been pushed primarily by RIAs with AUM between $1 billion and $100 billion, based on AdvizorPro knowledge.
The agency additionally discovered that RIAs have been keen to pay larger charges, within the prime decile for the fourth quarter of 2025, for funds offering some threat administration, together with long-short, market-neutral and hedged earnings methods. Amongst these had been Convergence Funding Companions’ long-short fairness fund CLSE (up 69 RIAs or 25.5%), iShares’ excessive yield bond HYGH (up 88 RIAs or 10.0%) and Infrastructure Capital Advisors’ most popular inventory fund PFFA (up 173 RIAs or 9.5%).
“Final 12 months’s high-fee leaders had been overwhelmingly outlined consequence and options-based funds from First Belief and Innovator. This quarter, the checklist broadens to incorporate long-short fairness, credit-hedged earnings and infrastructure, suggesting advisor willingness to pay for complexity is increasing past buffered merchandise,” AdvizorPro researchers wrote.
