Fixed Income Activity Stands Out in Subdued Trading Session

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Macro Summary

Total ETF market volume registered a subdued $189.31 billion, trading at just 80% of its recent 30-day average. The session was characterized by a clear divergence in activity, as turnover in Equity and Non-Traditional products fell sharply below their typical levels. In contrast, Fixed Income and Multi-Asset ETFs saw modestly elevated trading volumes, suggesting a potential shift in investor focus towards more defensive or income-oriented strategies to begin the week.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $117.90B $154.60B 76%
Fixed Income $31.15B $28.55B 109%
Commodities $6.98B $7.59B 92%
Digital Asset $4.03B $4.52B 89%
Currencies $68.4M $98.5M 69%
Alternatives $514.3M $696.9M 74%
Non-Traditional $28.42B $41.25B 69%
Multi-Asset $242.8M $218.1M 111%
Total $189.31B $237.52B 80%

Equity

Equity ETFs experienced a quiet day, with total volume reaching only $117.90 billion, or 76% of the 30-day average. Despite the overall lull, specific pockets of the market saw concentrated interest, particularly in Latin America-focused funds, which traded at 192% of their norm, and Utilities sector ETFs at 146%. Individual fund activity was led by several notable outliers, including Marketbeta INTL Equity ETF (GSID) at 1,145% of its average and First Trust Water ETF (FIW) at 1,044%, both on volumes exceeding $39 million.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Region – Latin America 192% $172.4M +0.36%
Equity: Sector – Utilities 146% $1.41B -1.08%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
GSID Marketbeta INTL Equity ETF 1,145% $39.0M -0.17%
FIW First Trust Water ETF 1,044% $43.8M -0.98%
GVAL Cambria Global Value ETF 740% $33.6M +0.01%
SAMT Strategas Macro Thematic Opportunities ETF 708% $32.0M -0.30%
VIOG Vanguard S&P Small-Cap 600 Growth ETF 572% $20.4M -0.85%
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 514% $14.8M -0.08%
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 512% $21.2M -0.49%
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 494% $35.3M -0.24%
XPH State Street SPDR S&P Pharmaceuticals ETF 465% $36.0M -0.32%
USPX Franklin U.S. Equity Index ETF 459% $17.8M -0.27%

Fixed Income

Fixed Income was a relative bright spot, with turnover of $31.15 billion translating to 109% of its 30-day average. Activity was concentrated in several categories, including Emerging Market debt (184%), Long-Term bonds (150%), and Government Ultrashort funds (143%). The session’s volume was punctuated by massive block trades in a few specific funds. Xtrackers USD High Yield BB-B ex Financials ETF (BHYB) traded an exceptional 1,482% of its average on $167.5 million, while Vanguard Core Bond ETF (VCRB) saw over ten times its usual volume, turning over $395.9 million.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Taxable – Emerging 184% $122.2M +0.07%
Fixed Income: Taxable – Long-Term 150% $715.6M -0.33%
Fixed Income: Municipal – Single State 143% $171.3M -0.16%
Fixed Income: Taxable – Government Ultrashort 143% $6.33B -0.04%
Fixed Income: Taxable – Bank Loans 142% $366.7M -0.04%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BHYB Xtrackers USD High Yield BB-B ex Financials ETF 1,482% $167.5M -0.02%
VCRB Vanguard Core Bond ETF 1,012% $395.9M -0.19%
FLCB Franklin U.S Core Bond ETF 705% $56.6M -0.12%
CLOZ Eldridge BBB-B CLO ETF 410% $39.4M -0.21%
EMHY iShares J.P. Morgan EM High Yield Bond ETF 400% $12.6M -0.19%
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF 389% $10.7M -0.01%
LEMB iShares J.P. Morgan EM Local Currency Bond ETF 382% $17.3M +0.72%
QLTA iShares Aaa-A Rated Corporate Bond ETF 354% $25.3M -0.06%
TBUX T. Rowe Price Ultra Short-Term Bond ETF 336% $51.1M +0.00%
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 308% $14.9M -0.12%

Commodities

Commodity ETFs traded $6.98 billion, a slightly below-average session at 92% of the 30-day norm. The space was defined by targeted interest in Agriculture funds, which collectively traded at 266% of their average, and Shipping Freight products at 186%. This theme was evident in the top tickers, with Invesco Agriculture Commodity Strategy No K-1 ETF (PDBA) trading at 395% of its ADV and Teucrium Wheat Fund (WEAT) seeing 366% of its typical turnover.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Commodity: Focused – Agriculture 266% $161.3M +0.20%
Commodity: Specialty – Shipping Freight 186% $171.1M -1.18%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
PDBA Invesco Agriculture Commodity Strategy No K-1 ETF 395% $15.3M +0.84%
PIT VanEck Commodity Strategy ETF 393% $12.1M +1.68%
WEAT Teucrium Wheat Fund 366% $57.9M -1.39%
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund 355% $24.2M +1.61%
DBA Invesco DB Agriculture Fund 239% $66.7M +0.38%
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF 176% $8.8M +1.29%
AAAU Goldman Sachs Physical Gold ETF 165% $88.3M -0.13%
PALL abrdn Physical Palladium Shares ETF 154% $30.3M -3.88%

Digital Asset

Digital Asset ETFs saw a below-average session with $4.03 billion in volume, representing 89% of their recent average. Within the space, Altcoin-focused products were a notable exception, trading at 142% of their norm. This was driven almost entirely by a massive surge in Zcash ETF (ZCSH), which traded an extraordinary 628% of its average volume, or $30.8 million, as its price jumped +7.58%.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Digital Asset: Cryptocurrency – Altcoin 142% $191.3M +0.71%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
ZCSH Zcash ETF 628% $30.8M +7.58%
XRPZ Franklin XRP ETF 161% $9.1M +0.83%

Currencies

Currency ETF activity was deeply muted, with total volume of just $68.4 million amounting to only 69% of the 30-day average. No specific categories or individual tickers registered trading volumes significantly above their recent norms, making it one of the quietest corners of the market.

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

The Alternatives category also experienced a quiet session, with trading volume of $514.3 million coming in at 74% of its 30-day average. While no broader categories stood out, a couple of managed futures and volatility-focused funds saw elevated interest. Simplify Managed Futures Strategy ETF (CTA) traded at 200% of its ADV, while Simplify Volatility Premium ETF (SVOL) saw 160% of its typical 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
CTA Simplify Managed Futures Strategy ETF 200% $23.1M +2.73%
SVOL Simplify Volatility Premium ETF 160% $7.1M +0.79%

Non-Traditional

Non-Traditional ETFs saw significantly reduced turnover, with $28.42 billion in volume representing just 69% of the recent average. Despite the low aggregate volume, Buffer Equity strategies were quite active at 181% of their norm. This was reflected in the individual fund data, with Aptus Enhanced Yield ETF (JUCY) trading at 774% of its average and Innovator U.S. Equity Buffer ETF – June (BJUN) seeing 664% of its usual volume.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Non-Traditional: Buffer – Equity 181% $555.7M -0.07%
Non-Traditional: Synthetic Income – Fixed Income 143% $104.8M -0.10%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
JUCY Aptus Enhanced Yield ETF 774% $21.2M -0.05%
BJUN Innovator U.S. Equity Buffer ETF – June 664% $18.4M -0.30%
BUFZ FT Vest Laddered Moderate Buffer ETF 226% $9.7M -0.04%
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF 216% $30.1M +0.09%
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF 192% $54.8M +0.03%
CAIQ Calamos Nasdaq Autocallable Income ETF 182% $10.3M +0.10%
QDTE Roundhill Innovation-100 0DTE Covered Call Strategy ETF 173% $25.4M +0.16%
JNUG Direxion Daily Junior Gold Miners Index Bull 2X ETF 171% $78.9M -1.20%
OVL Overlay Shares Large Cap Equity ETF 170% $16.6M -0.35%
IYRI NEOS Real Estate High Income ETF 169% $6.5M -0.73%

Multi-Asset

Multi-Asset ETFs posted a modestly active session, trading $242.8 million for 111% of their 30-day average volume. Activity was not concentrated in any particular category but was highlighted by above-average turnover in the Amplify CEF High Income ETF (YYY), which traded at 186% of its ADV.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
YYY Amplify CEF High Income ETF 186% $6.0M -0.31%

Single-Stock Volume

Several single stocks experienced extraordinary trading volumes, often driven by significant price moves. Utility stocks were in focus, with Edison International (EIX) trading 482% of its average volume on a -22.74% price drop, and PG&E Corporation (PCG) seeing 385% of its norm as it fell -19.23%. Other notable high-volume names included Howmet Aerospace Inc. (HWM) at 272% of its ADV and Affirm Holdings, Inc. Class A (AFRM) at 255%. Widely-held mega-caps also saw elevated turnover, with CrowdStrike Holdings, Inc. Class A (CRWD) trading $2.81 billion (161% of ADV) and Tesla, Inc. (TSLA), held by 515 ETFs, trading over $19 billion (150% of ADV).

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

Stock Name Activity vs ADV $ Volume 1D Return ETFs Holding
EIX Edison International 482% $1.19B -22.74% 313
PCG PG&E Corporation 385% $1.90B -19.23% 255
HWM Howmet Aerospace Inc. 272% $1.62B -6.82% 350
AFRM Affirm Holdings, Inc. Class A 255% $789.7M -4.45% 157
TTWO Take-Two Interactive Software, Inc. 235% $1.26B -6.25% 309
SLB SLB Limited 229% $1.39B +4.76% 324
BURL Burlington Stores, Inc. 190% $642.2M -4.38% 187
LULU lululemon athletica inc. 169% $545.3M +0.56% 238
AZO AutoZone, Inc. 168% $987.9M +0.46% 271
SRE Sempra 168% $532.8M -3.08% 278
CRWD CrowdStrike Holdings, Inc. Class A 161% $2.81B +4.98% 437
CRCL Circle Internet Group, Inc. Class A 153% $1.52B +9.32% 139
BP BP PLC Sponsored ADR 152% $548.6M +1.72% 37
TSLA Tesla, Inc. 150% $19.03B +5.68% 515

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.