Crypto ETFs Shine as Overall Market Volume Falters

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Macro Summary

Total ETF market volume registered a subdued $208.88 billion, trading at just 73% of the recent 30-day average. The session was characterized by a broad-based slowdown, with nearly every major asset class seeing below-average turnover. The notable exception was Digital Assets, which was the only category to trade with elevated activity, bucking the otherwise quiet market trend.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $133.91B $194.78B 69%
Fixed Income $23.36B $26.66B 88%
Commodities $5.40B $6.52B 83%
Digital Asset $6.53B $5.00B 131%
Currencies $99.9M $113.2M 88%
Alternatives $521.4M $839.5M 62%
Non-Traditional $38.83B $51.89B 75%
Multi-Asset $211.6M $243.2M 87%
Total $208.88B $286.03B 73%

Equity

Equity ETFs saw significantly muted activity, with turnover of $133.91 billion representing only 69% of the 30-day average. Pockets of interest emerged in Latin America and Infrastructure funds, which traded at 178% and 154% of their respective averages. Individual fund activity was led by several outliers, including Invesco Pharmaceuticals ETF (PJP) at 801% of its norm, iShares Emerging Markets Equity Factor ETF (EMGF) at 710%, and Global X U.S. Infrastructure Development ETF (PAVE) at 539%.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Region – Latin America 178% $124.3M +1.32%
Equity: Thematic – Infrastructure 154% $990.2M +0.78%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
PJP Invesco Pharmaceuticals ETF 801% $25.6M -1.47%
EMGF iShares Emerging Markets Equity Factor ETF 710% $69.3M +1.21%
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 554% $22.0M -0.29%
IHAK iShares Cybersecurity & Tech ETF 547% $45.2M +4.22%
PAVE Global X U.S. Infrastructure Development ETF 539% $572.2M +0.85%
EUSA iShares MSCI USA Equal Weighted ETF 461% $31.4M -0.16%
IWX iShares Russell Top 200 Value ETF 393% $136.6M -0.66%
JPEF JPMorgan Equity Focus ETF 338% $22.6M +0.67%
FHLC Fidelity MSCI Health Care Index ETF 295% $51.0M -1.85%
FXH First Trust Health Care AlphaDEX Fund 294% $15.6M -1.45%

Fixed Income

Fixed Income ETFs experienced a relatively quiet day, trading $23.36 billion for 88% of their 30-day average volume. While no specific categories stood out, several individual funds saw a surge in turnover. Notable activity was seen in JPMorgan Short Duration Core Plus ETF (JSCP) at 392% of its average, PGIM AAA CLO ETF (PAAA) at 251%, and Schwab US TIPS ETF (SCHP) at 239%.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
JSCP JPMorgan Short Duration Core Plus ETF 392% $45.9M +0.15%
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF 274% $11.0M +0.07%
VRIG Invesco Variable Rate Investment Grade ETF 261% $38.2M +0.00%
PAAA PGIM AAA CLO ETF 251% $226.0M -0.03%
SCHP Schwab US TIPS ETF 239% $260.2M +0.02%
CORB AB Core Bond ETF 230% $7.2M +0.29%
TBUX T. Rowe Price Ultra Short-Term Bond ETF 200% $21.4M +0.04%
VGLT Vanguard Long-Term Treasury ETF 188% $177.8M +0.16%
CLOI VanEck CLO ETF 188% $18.0M +0.08%
SCHI Schwab 5-10 Year Corporate Bond ETF 187% $73.2M +0.25%

Commodities

Commodity products traded $5.40 billion, or 83% of their recent average, with a clear focus on the energy sector. Energy-focused funds as a group traded at 157% of their norm, driven by heavy volume in United States Oil Fund LP (USO) and United States Brent Oil Fund LP (BNO), which saw 164% and 174% of their average volumes, respectively. The most anomalous activity in the space belonged to abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI), which traded at 427% of its usual pace.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Commodity: Focused – Energy 157% $1.38B +1.68%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF 427% $116.4M -0.81%
PIT VanEck Commodity Strategy ETF 181% $7.0M +1.75%
BNO United States Brent Oil Fund LP 174% $182.5M +2.91%
USO United States Oil Fund LP 164% $1.11B +2.23%
OUNZ VanEck Merk Gold ETF 152% $42.4M +1.31%

Digital Asset

Digital Asset ETFs were the session’s standout, trading a robust $6.53 billion, or 131% of their 30-day average. Activity was strong across the board, with Ethereum-focused funds trading at 142% of their norm and Bitcoin products at 131%. The heightened interest was concentrated in the largest funds in the space, including ProShares Bitcoin ETF (BITO) at 169% of its average on $3.56 billion in turnover, and Fidelity Ethereum Fund ETF (FETH) at 172%.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Digital Asset: Cryptocurrency – Ethereum 142% $740.7M +5.77%
Digital Asset: Cryptocurrency – Bitcoin 131% $5.70B +3.49%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
FETH Fidelity Ethereum Fund ETF 172% $58.2M +5.83%
BITO ProShares Bitcoin ETF 169% $3.56B +3.61%

Currencies

Currency ETFs saw a quiet session with total volume of $99.9 million, representing 88% of the 30-day average. No specific categories or individual funds registered unusually high trading activity.

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

Activity in the Alternatives space was deeply subdued, with total volume reaching just $521.4 million, or 62% of the recent 30-day average. Trading was unremarkable across the category, with no notable outliers in volume.

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 posted volume of $38.83 billion, a below-average 75% of their 30-day norm. Elevated interest was seen in Equity Buffer products, which traded at 163% of their average. The session’s most extreme outlier was Innovator U.S. Equity 10 Buffer ETF – Quarterly (ZALT), which saw an incredible 1,697% of its normal volume. Tying into the day’s crypto theme, 2x Ether ETF (ETHU) also saw heavy trading at 152% of its average.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Non-Traditional: Buffer – Equity 163% $740.7M +0.25%
Non-Traditional: Leverage | Inverse – Fixed Income 133% $186.4M -0.12%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
ZALT Innovator U.S. Equity 10 Buffer ETF – Quarterly 1,697% $57.5M +0.18%
PJUL Innovator U.S. Equity Power Buffer ETF – July 394% $31.1M +0.18%
XDTE Roundhill S&P 500 0DTE Covered Call Strategy ETF 215% $15.1M +0.50%
UCO ProShares Ultra Bloomberg Crude Oil 200% $221.0M +1.75%
RDVI FT Vest Rising Dividend Achievers Target Income ETF 190% $31.0M +0.47%
FAS Direxion Daily Financial Bull 3X ETF 173% $153.6M +0.67%
ETHU 2x Ether ETF 152% $134.1M +11.46%

Multi-Asset

Multi-Asset ETFs recorded a quiet day, with total volume of $211.6 million amounting to 87% of the 30-day average. Trading activity was balanced and in line with recent trends, with no significant 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.

Single-Stock Volume

Single-stock activity was marked by several extreme outliers. NextCure, Inc. (NXTC) saw an astonishing 183,677% of its average daily volume, trading over $650.4 million. Separately, International Business Machines Corporation (IBM), a name held by 426 ETFs, traded nearly $14 billion in shares, or 546% of its 30-day average. Other notable high-volume names included Lucid Group, Inc. (LCID) at 840% of its average and Cleanspark, Inc. (CLSK) at 331%.

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

Stock Name Activity vs ADV $ Volume 1D Return ETFs Holding
NXTC NextCure, Inc. 183,677% $650.4M +175.37% 5
VEEE Twin Vee PowerCats Co. 1,368% $840.5M +53.86% 1
LCID Lucid Group, Inc. 840% $643.2M -19.27% 74
IBM International Business Machines Corporation 546% $13.94B -24.93% 426
CLSK Cleanspark, Inc. 331% $982.7M +9.10% 110
BIIB Biogen Inc. 271% $635.2M -7.87% 310
TSEM Tower Semiconductor Ltd 268% $1.15B +12.69% 45
NU Nu Holdings Ltd. Class A 252% $2.03B +1.83% 138
FAST Fastenal Company 242% $795.8M -1.65% 343
HCA HCA Healthcare Inc 233% $1.41B -6.97% 295
WFC Wells Fargo & Company 216% $2.53B -2.82% 350
C Citigroup Inc. 198% $3.43B -5.21% 378
ISRG Intuitive Surgical, Inc. 198% $1.92B -6.72% 408
GEHC GE Healthcare Technologies Inc. 196% $552.0M -5.59% 295
FIG Figma, Inc. Class A 188% $747.1M +0.95% 55

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.