Multi-Asset ETFs See Modest Inflows as Real Assets Lead Performance

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Weekly Channel Summary

The Multi-Asset channel, comprising 139 ETFs from 86 issuers, holds a total of $44.19 billion in assets under management. This week, the channel attracted a modest $116 million in net inflows, contributing to a strong year-to-date total of $8.78 billion. Over the past twelve months, investors have allocated a total of $12.57 billion to Multi-Asset strategies.

This Week’s Performance Leaders and Laggards

Specialty – Real Assets was the top-performing category this week, gaining 0.92% and extending its impressive year-to-date return to 18.64%. Funds in the Specialty – Alternative Asset Sleeve also performed well, rising 0.41% for the week. On the other hand, Specialty – Multi-Asset Income was the only category to post a notable decline, finishing the week down 0.23%.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Specialty – Real Assets 0.92% 4.40% 1.72% 4.45% 18.64% 26.96%
Specialty – Alternative Asset Sleeve 0.41% 4.29% 1.16% 5.20% 12.34% 24.71%
Target Risk – Aggressive 0.32% 0.38% 1.75% 9.43% 12.24% 18.50%
Target Risk – Global Macro 0.23% 1.44% 0.17% 4.96% 11.15% 16.89%
Target Risk – Conservative 0.11% 0.25% 0.50% 2.86% 5.54% 8.76%
Target Risk – Moderate 0.03% 0.40% 0.16% 3.46% 7.57% 12.64%
Target Risk – Growth -0.04% 0.08% 1.23% 6.44% 9.01% 13.96%
Specialty – Multi-Asset Income -0.23% 0.32% 1.58% 4.45% 8.47% 11.27%

Top & Bottom 5 ETFs by Weekly Performance

Among individual funds, the USCF Oil Plus Bitcoin Strategy Fund (WTIB) delivered a standout return, surging 12.36% for the week. Several other funds with exposure to digital assets also posted strong gains, including the State Street Galaxy Hedged Digital Asset Ecosystem ETF (HECO). At the other end of the spectrum, the Inspire Capital Appreciation ETF (RISN) was the weakest performer with a loss of 1.86%.

Ticker Fund Name WTD Performance
Top Performers
WTIB USCF Oil Plus Bitcoin Strategy Fund 12.36%
HECO State Street Galaxy Hedged Digital Asset Ecosystem ETF 6.80%
BITS Global X Blockchain & Bitcoin Strategy ETF 6.41%
CTAP Simplify US Equity PLUS Managed Futures Strategy ETF 3.19%
NTSE WisdomTree Emerging Markets Efficient Core Fund 2.50%
Bottom Performers
RISN Inspire Capital Appreciation ETF -1.86%
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund -1.45%
GYLD Arrow Dow Jones Global Yield ETF -1.41%
GOLY Strategy Shares Gold Enhanced Yield ETF -1.39%
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund -1.09%

Analyzing the Weekly Flows

Investors allocated a net $116 million to the Multi-Asset channel over the past five trading days. Target Risk – Global Macro funds led demand, pulling in $50 million, followed closely by Specialty – Multi-Asset Income strategies which gathered $38 million. In contrast, Target Risk – Aggressive funds saw the largest redemptions for the week, with net outflows totaling $15 million.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Target Risk – Global Macro 33 $5.68B $50M $324M $542M $1,625M $2,512M
Specialty – Multi-Asset Income 26 $6.03B $38M $155M $380M $924M $1,287M
Specialty – Alternative Asset Sleeve 36 $4.92B $33M $92M $19M $512M $1,006M
Target Risk – Growth 9 $12.74B $12M $366M $1,063M $3,267M $4,710M
Target Risk – Moderate 19 $3.83B $3M $222M $259M $314M $505M
Target Risk – Conservative 7 $1.32B $3M $1M $17M $111M $213M
Specialty – Real Assets 5 $3.54B -$8M $213M $535M $1,744M $1,938M
Target Risk – Aggressive 3 $3.61B -$15M $30M $85M $282M $398M

Top & Bottom 5 ETFs by 5-Day Flow

The State Street Bridgewater All Weather ETF (ALLW) was the most popular fund, attracting $54 million in new capital. This single fund’s intake represented nearly half of the entire channel’s net inflows for the week. On the redemption side, the SMI 3Fourteen REAL Asset Allocation ETF (RAA) experienced the largest outflow at $34 million, followed by the Relative Sentiment Tactical Allocation ETF (MOOD) with a $16 million withdrawal.

Ticker Fund Name 5-Day Flow
Inflows
ALLW State Street Bridgewater All Weather ETF $54M
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF $25M
RLY State Street Multi-Asset Real Return ETF $17M
INCM Franklin Income Focus ETF Income Focus ETF $16M
CGBL Capital Group Core Balanced ETF $16M
Outflows
RAA SMI 3Fourteen REAL Asset Allocation ETF -$34M
MOOD Relative Sentiment Tactical Allocation ETF -$16M
AAAA Amplius Aggressive Asset Allocation ETF -$15M
CTAP Simplify US Equity PLUS Managed Futures Strategy ETF -$7M
QVOY Q3 All-Season Active Rotation ETF -$4M

Note: the following fund(s) were excluded from the flow totals above because the weekly flow exceeds 75% of the fund’s AUM and may be the result of a custom rebalance: UCBG ($2,490M).

Issuer League Table Update

iShares remains the largest issuer in the Multi-Asset space with a 22.03% market share, followed by Capital Group at 17.38%. State Street captured the most new assets this week, leading all issuers with $54 million in net inflows. Conversely, SMI Funds saw the largest net outflows among providers, shedding $34 million for the week.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 5 $9.74B 22.03%
Capital Group 1 $7.68B 17.38%
State Street 3 $4.38B 9.90%
WisdomTree 9 $2.74B 6.21%
Franklin 1 $1.85B 4.18%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
State Street $54M
Return Stacked $29M
SPDR $23M
Outflows
SMI Funds -$34M
Relative Sentiment -$16M
Amplius -$15M

For a deeper dive into these trends, access our FREE, in-depth Multi-Asset ETF reports in the right side panel of this page.

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.