Zcash Surges 947% as Muted Session Prevails

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Macro Summary

Total market dollar volume reached $199.22B against a 30-day ADV of $236.62B, translating to 84% activity and a broadly subdued session. Every major asset class traded below its 30-day norm, with multi-asset the lone exception at 108% activity. Digital assets came closest to typical turnover at 96%, while currencies and alternatives lagged furthest behind at 73%. The tone across the tape was one of below-average engagement, punctuated by isolated but sharp ticker-level outliers in digital assets, non-traditional products, and fixed income rather than any broad category-wide surge.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $127.34B $153.17B 83%
Fixed Income $24.10B $29.60B 81%
Commodities $6.85B $8.08B 85%
Digital Asset $4.31B $4.46B 96%
Currencies $72.8M $99.9M 73%
Alternatives $487.6M $666.4M 73%
Non-Traditional $35.83B $40.33B 89%
Multi-Asset $228.3M $211.1M 108%
Total $199.22B $236.62B 84%

Equity

Equity volume totaled $127.34B versus a $153.17B ADV, good for 83% activity, with no categories qualifying as high-volume despite a long list of ticker-level standouts. The Northern Trust STOXX Global Broad Infrastructure ETF (NFRA) led all outliers at 574% of ADV, while the iShares MSCI Europe Financials ETF (EUFN) traded $162.0M at 333% amid a -1.20% decline. Smaller funds including the Federated Hermes MDT Small Cap Core ETF (FSCC) and Invesco S&P 500 Equal Weight Industrials ETF (RSPN) also saw activity well above 300%. Overall, the equity complex reflected idiosyncratic, fund-specific flows rather than a coordinated sector rotation.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
NFRA Northern Trust STOXX Global Broad Infrastructure ETF 574% $27.2M +1.01%
FSCC Federated Hermes MDT Small Cap Core ETF 346% $15.9M -0.77%
EUFN iShares MSCI Europe Financials ETF 333% $162.0M -1.20%
RSPN Invesco S&P 500 Equal Weight Industrials ETF 308% $37.9M -0.95%
PINK Simplify Health Care ETF 301% $8.0M -1.62%
IGE iShares North American Natural Resources ETF 267% $29.6M +0.50%
FNDA Schwab Fundamental U.S. Small Company ETF 252% $77.0M -0.78%
PATN Pacer Nasdaq International Patent Leaders ETF 244% $11.7M +0.08%
IGPT Invesco AI and Next Gen Software ETF 238% $33.1M +0.82%
DIVB iShares Core Dividend ETF 235% $48.3M -1.57%

Fixed Income

Fixed income turnover came in at $24.10B versus a $29.60B ADV, an 81% activity rate, though municipal strategies stood out as the session’s clear focal point. Municipal – Short bonds traded at 150% of ADV ($304.5M) and Municipal – Intermediate at 147% ($1.87B), with High Yield and Single State munis also elevated. At the ticker level, the PIMCO Ultra Short Government Active Exchange-Traded Fund (BILZ) topped outliers at 444% of ADV, alongside the Franklin Ultra Short Bond ETF (FLUD) at 340%. Several short-duration and muni-focused vehicles including Vanguard Short-Term Tax Exempt Bond ETF (VTES) rounded out the elevated names, underscoring a session tilted toward front-end and tax-exempt demand.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Municipal – Short 150% $304.5M -0.04%
Fixed Income: Municipal – Intermediate 147% $1.87B -0.08%
Fixed Income: Municipal – High Yield 132% $186.6M -0.08%
Fixed Income: Municipal – Single State 127% $176.3M -0.06%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund 444% $79.6M +0.00%
FLUD Franklin Ultra Short Bond ETF 340% $9.4M -0.06%
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 310% $14.9M -0.02%
ULST State Street Ultra Short Term Bond ETF 308% $8.8M +0.00%
FTCB First Trust Core Investment Grade ETF 278% $33.3M +0.02%
JPIB JPMorgan International Bond Opportunities Fund 274% $26.4M -0.05%
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF 251% $14.4M +0.01%
MEAR iShares Short Maturity Municipal Bond Active ETF 249% $19.3M -0.04%
VCRM Vanguard Core Tax-Exempt Bond ETF 241% $45.6M -0.03%
VTES Vanguard Short-Term Tax Exempt Bond ETF 235% $69.4M -0.05%

Commodities

Commodities volume reached $6.85B against an $8.08B ADV, or 85% activity, with the Commodity: Focused – Energy category running hot at 137% ($1.20B) on a +1.92% return. The United States Copper Index Fund (CPER) led ticker outliers at 295% of ADV with a +1.45% gain, while the United States Brent Oil Fund LP (BNO) traded $163.5M at 193% amid a strong +3.18% move. The iShares S&P GSCI Commodity Indexed Trust (GSG) and Invesco DB Base Metals Fund (DBB) also saw double-digit percentage gains alongside elevated turnover, pointing to a broad-based commodity rally driving the session’s above-average energy and metals activity.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Commodity: Focused – Energy 137% $1.20B +1.92%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
CPER United States Copper Index Fund 295% $56.2M +1.45%
PDBA Invesco Agriculture Commodity Strategy No K-1 ETF 275% $14.0M +0.61%
GSG iShares S&P GSCI Commodity Indexed Trust 228% $62.3M +1.56%
DBB Invesco DB Base Metals Fund 211% $9.1M +1.26%
BNO United States Brent Oil Fund LP 193% $163.5M +3.18%
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund 158% $13.0M +1.64%

Digital Asset

Digital asset volume was $4.31B versus a $4.46B ADV, near-normal at 96% activity, though the Cryptocurrency – Altcoin category ran hot at 179% ($273.6M, +3.50%). The standout of the entire session was the Zcash ETF (ZCSH), which traded at an extraordinary 947% of its 30-day ADV ($99.9M) alongside a +10.16% surge, marking by far the largest anomaly across all asset classes today. This single-name event drove the altcoin category’s outsized activity and stands out as the session’s defining data point.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Digital Asset: Cryptocurrency – Altcoin 179% $273.6M +3.50%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
ZCSH Zcash ETF 947% $99.9M +10.16%

Currencies

Currency-linked ETF volume totaled just $72.8M against a $99.9M ADV, a 73% activity rate, with no categories or individual tickers qualifying as outliers. The asset class saw an unremarkable, low-turnover session consistent with the broadly muted tone across 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

Alternatives volume reached $487.6M versus a $666.4M ADV, or 73% activity, with no categories qualifying as high-volume. At the ticker level, the Franklin Systematic Style Premia ETF (FLSP) traded at 211% of ADV and the Simplify Managed Futures Strategy ETF (CTA) at 205%, both modest in absolute dollar terms but notable relative to their own norms. Overall the alternatives space remained the quietest corner of the market on a relative basis.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
FLSP Franklin Systematic Style Premia ETF 211% $5.4M -1.43%
CTA Simplify Managed Futures Strategy ETF 205% $28.2M +1.96%

Non-Traditional

Non-traditional products traded $35.83B against a $40.33B ADV, translating to 89% activity, with Synthetic Income – Fixed Income running at 135% ($106.1M). Leveraged and single-stock-linked products dominated the outliers, led by the Direxion Daily FTSE China Bull 3X ETF (YINN) at 301% amid a sharp -6.96% decline, and the GraniteShares 2x Long INTC Daily ETF (INTW) at 191% following a striking +17.99% gain. The Direxion Daily TSM Bull 2X ETF (TSMX) and ProShares UltraPro Dow30 (UDOW) also traded well above norm, reflecting elevated leveraged-product engagement tied to underlying single-stock and index volatility.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Non-Traditional: Synthetic Income – Fixed Income 135% $106.1M -0.01%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
YINN Direxion Daily FTSE China Bull 3X ETF 301% $91.1M -6.96%
AIPI REX AI Equity Premium Income ETF 294% $16.1M -0.23%
FYEE Fidelity Yield Enhanced Equity ETF 281% $9.5M -0.13%
INTW GraniteShares 2x Long INTC Daily ETF 191% $168.3M +17.99%
TSMX Direxion Daily TSM Bull 2X ETF 190% $75.3M +4.24%
PLTY YieldMax PLTR Option Income Strategy ETF 165% $15.1M -1.86%
FEPI REX FANG & Innovation Equity Premium Income ETF 161% $11.7M +0.41%
UDOW ProShares UltraPro Dow30 160% $177.8M -3.57%
BUFF Innovator Laddered Allocation Power Buffer ETF 158% $8.6M -0.27%
TDAQ TappAlpha Innovation 100 Growth & Daily Income ETF 157% $13.4M -0.26%

Multi-Asset

Multi-asset was the only class to exceed its ADV, trading $228.3M versus $211.1M, or 108% activity, led by the Asset Allocation: Target Risk – Growth category at 148% ($103.9M). The iShares Core 60/40 Balanced Allocation ETF (AOR) traded at 233% of ADV ($50.2M) and the Return Stacked U.S. Stocks & Managed Futures ETF (RSST) at 227%, marking multi-asset as the session’s lone standout category on a relative basis despite modest absolute dollar volumes.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Asset Allocation: Target Risk – Growth 148% $103.9M -0.26%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
AOR iShares Core 60/40 Balanced Allocation ETF 233% $50.2M -0.36%
RSST Return Stacked U.S. Stocks & Managed Futures ETF 227% $8.7M -0.39%

Single-Stock Volume

Single-stock activity was notably elevated across several large-cap names. Novartis AG Sponsored ADR (NVS) traded at 526% of its 30-day ADV ($1.38B) amid a sharp -13.78% drop, while Howmet Aerospace Inc. (HWM) saw $2.37B trade at 330% activity following a -12.16% decline, with the stock held across 354 ETFs. QUALCOMM Incorporated (QCOM) and Amgen Inc. (AMGN) also traded at more than double their norms, both widely held (526 and 467 ETFs, respectively), suggesting broad ETF-level flow-through from single-name volatility. Bloom Energy Corporation Class A (BE) posted $7.18B in volume at 222% of ADV on a +9.40% rally, while CoreWeave, Inc. Class A (CRWV) traded $4.83B at 195% activity, gaining +12.21% and held by 231 ETFs, underscoring how outsized single-stock moves rippled into passive vehicle turnover.

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

Stock Name Activity vs ADV $ Volume 1D Return ETFs Holding
NVS Novartis AG Sponsored ADR 526% $1.38B -13.78% 46
ROIV Roivant Sciences Ltd. 386% $943.4M +18.83% 156
HWM Howmet Aerospace Inc. 330% $2.37B -12.16% 354
LNG Cheniere Energy, Inc. 262% $1.22B -5.67% 263
ACGL Arch Capital Group Ltd. 241% $502.9M -2.46% 283
QCOM QUALCOMM Incorporated 230% $4.02B +3.43% 526
BE Bloom Energy Corporation Class A 222% $7.18B +9.40% 239
BIDU Baidu, Inc. Sponsored ADR Class A 216% $612.0M -7.21% 36
RGTI Rigetti Computing, Inc. 205% $612.5M +3.93% 63
AMGN Amgen Inc. 200% $2.12B -10.07% 467
CASY Casey's General Stores, Inc. 199% $515.6M -3.28% 269
CRWV CoreWeave, Inc. Class A 195% $4.83B +12.21% 231
LULU lululemon athletica inc. 194% $1.08B +2.29% 222
SMTC Semtech Corporation 193% $730.6M +9.79% 144
SYK Stryker Corporation 189% $1.47B -8.77% 341

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.