Engaged ETFs and firm performance

Author:

El Kalak Izidin1,Hudson Robert2,Tosun Onur K.1ORCID

Affiliation:

1. Cardiff Business School Cardiff University Cardiff UK

2. Hull University Business School University of Hull Hull UK

Abstract

AbstractExchange Traded Funds (ETFs) have often tracked indices and charged low fees so their incentives to improve firm performance are questionable although little empirical work has investigated this issue. Theoretically, however, we expect firms to perform better when held by more engaged ETFs. We develop a new measure of engagement using a weighted‐average concentration measure which captures the combined effect of the concentration of the portfolios of the ETFs investing in a firm and the ownership of the firm by those ETFs. Using ETFs' investment in US‐listed firms for the period 2000–2019, we confirm our expectations that more engaged ETFs improve firm performance.

Publisher

Wiley

Subject

General Economics, Econometrics and Finance,Accounting

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