Digital Assets and Equity Outliers Defy Muted Trading Session

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Macro Summary

Total ETF market volume was subdued, reaching $228.51B for a session activity level of just 80% against the 30-day average. The session was a tale of two tapes, with broad-based quiet across most asset classes, particularly Equity and Alternatives, while Digital Assets and Multi-Asset funds saw above-average turnover. Pockets of extreme, single-fund activity punctuated the otherwise calm trading day.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $148.61B $194.60B 76%
Fixed Income $24.56B $26.61B 92%
Commodities $5.16B $6.56B 79%
Digital Asset $6.49B $4.98B 130%
Currencies $94.4M $113.0M 84%
Alternatives $608.7M $831.9M 73%
Non-Traditional $42.69B $51.45B 83%
Multi-Asset $290.6M $242.1M 120%
Total $228.51B $285.38B 80%

Equity

Equity ETFs saw a quiet session overall, trading just $148.61B, or 76% of their recent average. Despite the low headline number, activity was highly concentrated in specific areas, with Specialty – Long | Short funds trading at an anomalous 771% of their norm and Financials sector funds also seeing elevated interest at 138%. The day’s standout was the iShares Flexible Equity Active ETF (BFLX), which traded an incredible 3,251% of its average volume, exchanging $835.4M. Other notable outliers included iShares Currency Hedged MSCI EAFE ETF (HEFA) at 1,051% and iShares U.S. Insurance ETF (IAK) at 728% of their respective averages.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Specialty – Long | Short 771% $903.4M -0.09%
Equity: Sector – Financials 138% $4.90B +0.62%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BFLX iShares Flexible Equity Active ETF 3,251% $835.4M +0.13%
HEFA iShares Currency Hedged MSCI EAFE ETF 1,051% $223.2M +0.29%
IAK iShares U.S. Insurance ETF 728% $85.0M -2.74%
TURF T. Rowe Price Natural Resource ETF 637% $29.2M -0.17%
JGLO JPMorgan Global Select Equity ETF Global Select Equity ETF 481% $27.6M +0.44%
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF 436% $29.0M -0.51%
IXN iShares Global Tech ETF 380% $188.0M +1.10%
FEX First Trust Large Cap Core AlphaDEX Fund 371% $10.3M -0.55%
QUS State Street SPDR MSCI USA StrategicFactors ETF 346% $12.6M -0.17%
EWJV iShares MSCI Japan Value ETF 293% $20.9M +0.01%

Fixed Income

Fixed Income products traded $24.56B, a slightly below-average session at 92% of the 30-day norm. Interest was focused on Intermediate Government funds, which saw 156% of average volume, along with Single State Municipal and Multisector categories. Individual fund activity was led by a massive volume spike in the Columbia Core Bond ETF (CRUX), which traded 1,981% of its typical volume. Significant activity was also seen in the State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) at 887% and the Schwab 1-5 Year Corporate Bond ETF (SCHJ) at 872% of their daily averages.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Taxable – Government Intermediate 156% $972.3M +0.21%
Fixed Income: Municipal – Single State 142% $119.0M -0.09%
Fixed Income: Taxable – Multisector 137% $503.2M +0.16%
Fixed Income: Taxable – International USD 135% $423.7M +0.07%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
CRUX Columbia Core Bond ETF 1,981% $110.0M +0.15%
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF 887% $70.0M -0.16%
SCHJ Schwab 1-5 Year Corporate Bond ETF 872% $54.3M +0.12%
XBB BondBloxx BB-Rated USD High Yield Corporate Bond ETF 721% $45.5M +0.13%
LEMB iShares J.P. Morgan EM Local Currency Bond ETF 704% $39.0M -0.08%
SCHQ Schwab Long-Term U.S. Treasury ETF 580% $73.2M +0.21%
VCEB Vanguard ESG U.S. Corporate Bond ETF 465% $28.2M +0.24%
CEMB iShares J.P. Morgan EM Corporate Bond ETF 407% $12.8M +0.17%
MLN VanEck Long Muni ETF 348% $10.6M -0.14%
IGOV iShares International Treasury Bond ETF 309% $35.1M +0.48%

Commodities

The commodities complex experienced a quiet day, with total volume of $5.16B representing just 79% of the 30-day average. No specific categories saw outsized activity. The few notable exceptions at the fund level were the VanEck Commodity Strategy ETF (PIT) at 245% of its average and the Teucrium Wheat Fund (WEAT), which traded 186% of its norm as it gained +4.31%.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
PIT VanEck Commodity Strategy ETF 245% $9.9M +0.57%
WEAT Teucrium Wheat Fund 186% $18.0M +4.31%

Digital Asset

Digital Asset funds were a clear bright spot in an otherwise muted market, trading $6.49B for an activity level of 130% versus their 30-day average. The activity was concentrated in Bitcoin-focused products, with the category trading at 135% of its norm. The ProShares Bitcoin ETF (BITO) was the primary driver, exchanging $4.37B in shares, which was 203% of its recent daily average.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Digital Asset: Cryptocurrency – Bitcoin 135% $5.88B +0.59%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BITO ProShares Bitcoin ETF 203% $4.37B +0.63%

Currencies

Currency ETFs saw a quiet session with total volume of $94.4M, or 84% of the 30-day average. There were no high-volume categories or significant individual fund outliers to note.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Alternatives

Alternatives were among the quietest corners of the market, trading just $608.7M, or 73% of their 30-day average. Trading was broadly subdued, with no categories or individual funds registering significant deviations from their typical volume patterns.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Non-Traditional

Non-Traditional ETFs, primarily composed of leveraged, inverse, and options-based strategies, traded $42.69B, a below-average session at 83% of the norm. While no categories stood out, several individual funds saw elevated turnover. Leveraged products T-REX 2X Long SNDK Daily Target ETF (SNDU) and Tradr 2X Long SNDK Daily ETF (SNXX) were notably active at 191% and 167% of their averages, respectively. The Invesco MSCI EAFE Income Advantage ETF (EFAA) also saw unusual interest, trading 255% of its average volume.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
EFAA Invesco MSCI EAFE Income Advantage ETF 255% $13.4M +0.43%
IGLD FT Vest Gold Strategy Target Income ETF 196% $14.5M -0.19%
SNDU T-REX 2X Long SNDK Daily Target ETF 191% $275.5M -16.90%
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF 185% $51.8M -0.34%
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF 181% $17.8M -0.03%
AMDY YieldMax AMD Option Income Strategy ETF 178% $39.5M -2.83%
PJUL Innovator U.S. Equity Power Buffer ETF – July 174% $15.5M +0.28%
FTHI First Trust BuyWrite Income ETF 169% $27.9M +0.25%
SNXX Tradr 2X Long SNDK Daily ETF 167% $2.17B -16.71%
MSFU Direxion Daily MSFT Bull 2X ETF 156% $283.8M +5.29%

Multi-Asset

Multi-Asset funds were one of the few asset classes to see above-average turnover, trading $290.6M for an activity level of 120%. The interest was centered in Target Risk – Growth strategies, which traded at 167% of their 30-day average. The Capital Group Core Balanced ETF (CGBL) was the main driver, trading $150.9M, or 194% of its typical daily volume.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Asset Allocation: Target Risk – Growth 167% $164.7M +0.09%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
CGBL Capital Group Core Balanced ETF 194% $150.9M +0.35%
RLY State Street Multi-Asset Real Return ETF 153% $11.5M +0.00%

Single-Stock Volume

Activity in single stocks was highlighted by several names trading at multiples of their average volume. PayPal Holdings, Inc. (PYPL) was the day’s standout, trading an exceptional 714% of its 30-day average on $4.67B in volume following a +16.91% gain. Other significant outliers included Aehr Test Systems (AEHR) at 662% of its ADV and Celcuity Inc. (CELC) at 500%. Among widely-held names, International Business Machines Corporation (IBM), a constituent in 425 ETFs, traded 201% of its average on $5.89B of volume.

High-Activity Single Stocks (vs 30-Day ADV)

Stock Name Activity vs ADV $ Volume 1D Return ETFs Holding
PYPL PayPal Holdings, Inc. 714% $4.67B +16.91% 352
AEHR Aehr Test Systems 662% $1.10B +21.28% 54
CELC Celcuity Inc. 500% $784.3M -17.61% 52
PNR Pentair plc 453% $711.5M -15.33% 232
NU Nu Holdings Ltd. Class A 291% $2.46B -0.32% 136
PENG Penguin Solutions Incorporation 253% $685.0M -6.49% 95
PATH UiPath, Inc. Class A 245% $1.50B +0.04% 134
EA Electronic Arts Inc. 211% $792.3M +0.29% 350
ELV Elevance Health, Inc. 206% $1.33B -8.54% 336
CTAS Cintas Corporation 205% $746.3M +4.37% 338
XYZ Block, Inc. Class A 202% $814.3M +2.19% 282
IBM International Business Machines Corporation 201% $5.89B -2.51% 425
ASML ASML Holding NV Sponsored ADR 200% $7.28B +2.03% 177
OPEN Opendoor Technologies Inc 196% $535.7M +3.85% 62
BLK BlackRock, Inc. 196% $1.54B +5.95% 300

Disclaimer: This AI-assisted commentary is for informational purposes only. The “High-Volume Categories” table includes categories with over $100M in volume and activity at least 125% of their 30-day average, limited to the top 5 by activity percentage. The “High-Activity Ticker Outliers” table shows the top 10 ETFs from each asset class, sorted by the highest trading activity versus their 30-day average. All reported ETFs have AUM over $250M and an ADV greater than $2.5M.

Disclosures: This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.