US Investor Flow of Funds into Investment Classes (Bonds, Equities etc)

API Access

Access dataset files directly from scripts, code, or AI agents.

Browse dataset files

Dataset Files

Each file has a stable URL (r-link) that you can use directly in scripts, apps, or AI agents. These URLs are permanent and safe to hardcode.

/core/investor-flow-of-funds-us/

├ .gitignore

https://datahub.io/core/investor-flow-of-funds-us/_r/-/.gitignore

├ README.md

https://datahub.io/core/investor-flow-of-funds-us/_r/-/README.md

├ UPDATE_SCRIPT_MAINTENANCE_REPORT.md

https://datahub.io/core/investor-flow-of-funds-us/_r/-/UPDATE_SCRIPT_MAINTENANCE_REPORT.md

├ data/monthly.csv

https://datahub.io/core/investor-flow-of-funds-us/_r/-/data/monthly.csv

├ data/weekly.csv

https://datahub.io/core/investor-flow-of-funds-us/_r/-/data/weekly.csv

└ datapackage.json

https://datahub.io/core/investor-flow-of-funds-us/_r/-/datapackage.json

Key Files

Start with these files — they give you everything you need to understand and access the dataset.

datapackage.json— metadata & schema

https://datahub.io/core/investor-flow-of-funds-us/_r/-/datapackage.json

README.md— documentation

https://datahub.io/core/investor-flow-of-funds-us/_r/-/README.md

Typical Usage

1. Fetch datapackage.json to inspect schema and resources
2. Download data resources listed in datapackage.json
3. Read README.md for full context

Data Views

Data Previews

monthly

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Schema

name	type	format
Date	date	any
Total Equity	number
Domestic Equity	number
World Equity	number
Hybrid	number
Total Bond	number
Taxable Bond	number
Municipal Bond	number
Total	number

weekly

Loading data...

Schema

name	type	format
Date	date	any
Total Equity	number
Domestic Equity	number
World Equity	number
Hybrid	number
Total Bond	number
Taxable Bond	number
Municipal Bond	number
Total	number

Data Files

File	Description	Size	Last modified	Download
monthly	All figures are in millions of USD	2.93 kB	3 days ago	monthly
weekly	All figures are in millions of USD	4.3 kB	3 days ago	weekly

Files	Size	Format	Created	Updated	License	Source
2	7.23 kB	csv		about 5 hours ago	Open Data Commons Public Domain Dedication and License v1.0	Investment Company Institute (ICI)

Monthly net new cash flow by US investors into various mutual fund investment classes (equities, bonds etc). Statistics come from the Investment Company Institute (ICI).

Data

The earliest data comes from 2007 up until today. Data comes from the data provided on the ICI Statistics pages, in particular:

Summary: Estimated Long-Term Mutual Fund Flows Data (xls)

Notes for Long-Term Mutual Fund Flows Data:

All figures are (nominal) millions of US dollars (USD)
Weekly cash flows are estimates based on reporting covering 98 percent of industry assets, while monthly flows are actual numbers as reported in ICI's "Trends in Mutual Fund Investing."

Preparation

Run the python script:

Install the requirements

pip install -r scripts/requirements.txt

Now run the script

python scripts/process.py

Automation

Up-to-date (auto-updates every month) investor-flow-of-funds dataset could be found on the datahub.io: https://datahub.io/core/investor-flow-of-funds-us

License

This Data Package is licensed by its maintainers under the Public Domain Dedication and License (PDDL).