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See how passive ownership is impacting stock selection

Passive investing has become increasingly popular as assets continue to flow into ETFs and low-fee, index-tracking funds. Passive owners now control double the shares that hedge funds do, but their turnover is less than half that of hedge funds.

In this white paper, Passive Aggressive Behavior: The Impact of Passive Ownership on Stock Selection, Empirical Research Partners examines whether the momentum around ETFs will continue and why following momentum is dangerous among stocks that have heavy passive ownership.

Please note: this white paper is intended for a buy-side audience only.

Download the white paper to get these key research findings:

  • Passive investors own 14% of the share register for the average large-cap stock, more than double the ownership of hedge funds
  • A stock needs to be more than 17% passively-owned to qualify for the top quintile of passive ownership, up from less than 4% back in 2001
  • Almost 80% of REITs and 60% of utilities stocks currently rank in the highest quintile of passive ownership

Fill out the form to the right to get the full research report, Passive Aggressive Behavior: The Impact of Passive Ownership on Stock Selection.

Patrick Biddiscombe, CEO

 

Download the Passive Ownership White Paper