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

core

Files Size Format Created Updated License Source
3 68kB csv zip 7 months ago 3 months ago PDDL-1.0 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 Data comes from the data provided on the ICI Statistics pages, in particular: Summary: Estimated Long-Term Mutual Fund read more
Download

Data Files

File Description Size Last changed Download
monthly All figures are in millions of USD 6kB csv (6kB) , json (19kB)
weekly All figures are in millions of USD 2kB csv (2kB) , json (8kB)
investor-flow-of-funds-us_zip Compressed versions of dataset. Includes normalized CSV and JSON data with original data and datapackage.json. 16kB zip (16kB)

monthly  

This is a preview version. There might be more data in the original version.

Field information

Field Name Order Type (Format) Description
Date 1 date (%Y-%m-%d)
Total Equity 2 integer
Domestic Equity 3 integer
World Equity 4 integer
Hybrid 5 integer
Total Bond 6 integer
Taxable Bond 7 integer
Municipal Bond 8 integer
Total 9 integer

weekly  

This is a preview version. There might be more data in the original version.

Field information

Field Name Order Type (Format) Description
Date 1 date (%Y-%m-%d)
Total Equity 2 integer
Domestic Equity 3 integer
World Equity 4 integer
Hybrid 5 integer
Total Bond 6 integer
Taxable Bond 7 integer
Municipal Bond 8 integer
Total 9 integer

Import into your tool

Data-cli or just data is the program to get and post your data with the datahub.
Download CLI tool and use it with the datahub almost like you use git with the github:

data get https://datahub.io/core/investor-flow-of-funds-us
data info core/investor-flow-of-funds-us
tree core/investor-flow-of-funds-us
# Get a list of dataset's resources
curl -L -s https://datahub.io/core/investor-flow-of-funds-us/datapackage.json | grep path

# Get resources

curl -L https://datahub.io/core/investor-flow-of-funds-us/r/0.csv

curl -L https://datahub.io/core/investor-flow-of-funds-us/r/1.csv

curl -L https://datahub.io/core/investor-flow-of-funds-us/r/2.zip

If you are using R here's how to get the data you want quickly loaded:

install.packages("jsonlite", repos="https://cran.rstudio.com/")
library("jsonlite")

json_file <- 'https://datahub.io/core/investor-flow-of-funds-us/datapackage.json'
json_data <- fromJSON(paste(readLines(json_file), collapse=""))

# get list of all resources:
print(json_data$resources$name)

# print all tabular data(if exists any)
for(i in 1:length(json_data$resources$datahub$type)){
  if(json_data$resources$datahub$type[i]=='derived/csv'){
    path_to_file = json_data$resources$path[i]
    data <- read.csv(url(path_to_file))
    print(data)
  }
}

Note: You might need to run the script with root permissions if you are running on Linux machine

Install the Frictionless Data data package library and the pandas itself:

pip install datapackage
pip install pandas

Now you can use the datapackage in the Pandas:

import datapackage
import pandas as pd

data_url = 'https://datahub.io/core/investor-flow-of-funds-us/datapackage.json'

# to load Data Package into storage
package = datapackage.Package(data_url)

# to load only tabular data
resources = package.resources
for resource in resources:
    if resource.tabular:
        data = pd.read_csv(resource.descriptor['path'])
        print (data)

For Python, first install the `datapackage` library (all the datasets on DataHub are Data Packages):

pip install datapackage

To get Data Package into your Python environment, run following code:

from datapackage import Package

package = Package('https://datahub.io/core/investor-flow-of-funds-us/datapackage.json')

# print list of all resources:
print(package.resource_names)

# print processed tabular data (if exists any)
for resource in package.resources:
    if resource.descriptor['datahub']['type'] == 'derived/csv':
        print(resource.read())

If you are using JavaScript, please, follow instructions below:

Install data.js module using npm:

  $ npm install data.js

Once the package is installed, use the following code snippet:

const {Dataset} = require('data.js')

const path = 'https://datahub.io/core/investor-flow-of-funds-us/datapackage.json'

// We're using self-invoking function here as we want to use async-await syntax:
;(async () => {
  const dataset = await Dataset.load(path)
  // get list of all resources:
  for (const id in dataset.resources) {
    console.log(dataset.resources[id]._descriptor.name)
  }
  // get all tabular data(if exists any)
  for (const id in dataset.resources) {
    if (dataset.resources[id]._descriptor.format === "csv") {
      const file = dataset.resources[id]
      // Get a raw stream
      const stream = await file.stream()
      // entire file as a buffer (be careful with large files!)
      const buffer = await file.buffer
      // print data
      stream.pipe(process.stdout)
    }
  }
})()

Read me

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

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

License

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

Datapackage.json