Fixed Income Volume Surges Amid Muted Equity Trading Session

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Macro Summary

Total ETF market volume registered a subdued $250.81 billion, trading at just 86% of the recent 30-day average. The session was characterized by a distinct divergence in activity, as Fixed Income was the only major asset class to see above-average turnover. Bond ETFs traded at 119% of their typical volume, contrasting sharply with a quiet day in Equities, which saw turnover at only 85% of its norm. Most other asset classes also experienced a below-average day for trading activity, contributing to the overall muted market tone.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $166.29B $195.88B 85%
Fixed Income $33.16B $27.83B 119%
Commodities $4.54B $7.03B 65%
Digital Asset $4.34B $4.80B 91%
Currencies $99.5M $115.2M 86%
Alternatives $542.8M $953.6M 57%
Non-Traditional $41.60B $54.06B 77%
Multi-Asset $238.9M $267.3M 89%
Total $250.81B $290.93B 86%

Equity

Equity ETFs saw a quiet session with total volume reaching $166.29 billion, or 85% of their 30-day average. Despite the overall slowdown, several specific categories attracted significant interest. Global Ex-U.S. Small & Mid Cap funds were notably active, trading at 231% of their norm, followed by Thematic Health Innovation at 166% and Sector Real Estate at 146%. On a ticker level, several funds experienced massive volume spikes, led by the iShares Russell Top 200 Value ETF (IWX) at an incredible 2,397% of its average, and the Invesco MSCI USA ETF (PBUS) which traded 954% of its typical volume.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Global Ex-U.S. Small | Mid Cap 231% $663.8M +0.10%
Equity: Thematic – Health Innovation 166% $222.9M -0.36%
Equity: Sector – Real Estate 146% $2.12B -1.28%
Equity: U.S. Small Cap – Growth 141% $455.3M +1.22%
Equity: Thematic – Infrastructure 127% $810.2M +0.36%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
IWX iShares Russell Top 200 Value ETF 2,397% $347.1M -0.12%
PBUS Invesco MSCI USA ETF 954% $223.8M +0.65%
DIVI Franklin International Core Dividend Tilt Index Fund 842% $60.0M +0.42%
USPX Franklin U.S. Equity Index ETF 792% $28.6M +0.80%
ILCG iShares Morningstar Growth ETF 719% $63.8M +1.65%
ROUS Hartford Multifactor US Equity ETF 666% $17.7M +0.41%
RWO State Street SPDR Dow Jones Global Real Estate ETF 658% $17.7M -1.29%
FELC Fidelity Enhanced Large Cap Core ETF 599% $212.9M +0.76%
FMAT Fidelity MSCI Materials Index ETF 580% $17.4M +0.42%
IAT iShares U.S. Regional Banks ETF 516% $40.9M -0.34%

Fixed Income

Fixed Income was the standout asset class, with trading volume of $33.16 billion translating to a robust 119% of its 30-day average. The elevated activity was broad-based, with Bank Loans leading the way at 157% of their norm, followed closely by Core (146%) and Short-Term (137%) bond categories. Individual fund activity was exceptionally high, headlined by the Xtrackers USD High Yield BB-B ex Financials ETF (BHYB) which saw an astonishing 4,153% of its average daily volume. Other significant outliers included the Vanguard ESG U.S. Corporate Bond ETF (VCEB) and the iShares Investment Grade Systematic Bond ETF (IGEB), trading at 1,995% and 1,934% of their respective averages.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Taxable – Bank Loans 157% $496.2M -0.05%
Fixed Income: Taxable – Core 146% $2.73B -0.37%
Fixed Income: Taxable – Short-Term 137% $1.38B -0.13%
Fixed Income: Taxable – Preferred Stock 134% $299.3M -0.15%
Fixed Income: Taxable – Government Ultrashort 134% $5.87B -0.01%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BHYB Xtrackers USD High Yield BB-B ex Financials ETF 4,153% $230.8M +0.11%
VCEB Vanguard ESG U.S. Corporate Bond ETF 1,995% $75.1M -0.53%
IGEB iShares Investment Grade Systematic Bond ETF 1,934% $132.4M -0.38%
QLTA iShares Aaa-A Rated Corporate Bond ETF 1,796% $197.2M -0.51%
TIPX State Street SPDR Bloomberg 1-10 Year TIPS ETF 1,355% $94.2M -0.21%
LEMB iShares J.P. Morgan EM Local Currency Bond ETF 802% $40.7M +0.00%
JBBB Janus Henderson B-BBB CLO ETF 540% $81.4M -0.38%
CLOA iShares AAA CLO Active ETF 435% $72.9M -0.03%
LGOV First Trust Long Duration Opportunities ETF 384% $15.3M -0.74%
FLCB Franklin U.S Core Bond ETF 376% $35.9M -0.49%

Commodities

The commodities space experienced a very quiet day, with total volume of $4.54 billion representing just 65% of the 30-day average. No specific categories saw unusually high turnover. However, a couple of individual funds bucked the trend, including the State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY), which traded a notable 517% of its average volume. The popular Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) also saw elevated activity at 156% of its norm.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
CERY State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF 517% $24.1M +0.66%
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 156% $148.6M +0.22%

Digital Asset

Digital Asset ETFs saw a relatively balanced session, with trading volume of $4.34 billion coming in just shy of the recent norm at 91% of the 30-day average. Activity was unremarkable across the space, with no specific categories or individual tickers registering significant deviations from their typical trading 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.

Currencies

Currency ETFs saw a below-average session with $99.5 million in total volume, or 86% of the 30-day average. While the asset class was generally quiet, the WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stood out with trading activity at 279% of its recent norm, exchanging $23.1 million in shares.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
USDU WisdomTree Bloomberg US Dollar Bullish Fund 279% $23.1M +0.06%

Alternatives

Activity in the Alternatives space was muted, with total volume of $542.8 million reaching only 57% of the 30-day average. Despite the sluggish overall pace, a couple of funds saw significant interest. The Franklin Systematic Style Premia ETF (FLSP) was a major outlier, trading 866% of its average volume, while the First Trust Managed Futures Strategy Fund (FMF) also saw heightened turnover at 242% of its norm.

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 866% $23.2M +0.09%
FMF First Trust Managed Futures Strategy Fund 242% $8.2M +0.89%

Non-Traditional

Non-Traditional ETFs, which include leveraged, inverse, and options-based strategies, recorded $41.60 billion in volume, representing 77% of their 30-day average. Within this group, Buffer – Equity strategies were a pocket of activity, trading at 147% of their collective norm. Notable individual fund activity was seen in leveraged single-stock products, such as the GraniteShares 2x Long AMD Daily ETF (AMDL) and T-REX 2X Long SNDK Daily Target ETF (SNDU), which traded 154% and 156% of their averages, respectively. The Innovator Defined Wealth Shield ETF (BALT) led the group with turnover at 401% of its ADV.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Non-Traditional: Buffer – Equity 147% $640.8M +0.29%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BALT Innovator Defined Wealth Shield ETF 401% $49.7M +0.01%
BALI iShares U.S. Large Cap Premium Income Active ETF 283% $25.1M +0.51%
DJUN FT Vest U.S. Equity Deep Buffer ETF – June 200% $5.5M -0.01%
QDVO Amplify CWP Growth & Income ETF 173% $15.8M +1.19%
CAIE Calamos Autocallable Income ETF 171% $19.3M +0.42%
PJAN Innovator U.S. Equity Power Buffer ETF – January 165% $5.2M +0.28%
ACYN FT Vest Laddered Autocallable Barrier & Income ETF 156% $47.4M +0.36%
SNDU T-REX 2X Long SNDK Daily Target ETF 156% $158.7M +18.66%
AMDL GraniteShares 2x Long AMD Daily ETF 154% $489.5M +14.50%
DDM ProShares Ultra Dow30 153% $14.2M +0.17%

Multi-Asset

Multi-Asset ETFs saw a quiet day of trading, with total volume of $238.9 million amounting to 89% of the 30-day average. There were no high-volume categories to note. A couple of funds saw modestly elevated interest, including the iShares Core 60/40 Balanced Allocation ETF (AOR) at 161% of its average and the Amplify CEF High Income ETF (YYY) at 160% of its norm.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
AOR iShares Core 60/40 Balanced Allocation ETF 161% $32.6M +0.28%
YYY Amplify CEF High Income ETF 160% $8.0M -0.06%

Single-Stock Volume

Several US-listed single stocks experienced significant volume spikes, driven by company-specific news and events. AeroVironment, Inc. (AVAV) was a top outlier, trading 524% of its average daily volume with $1.27 billion in shares changing hands. Ambarella, Inc. (AMBA) also saw a massive surge in activity at 498% of its norm. Other notable high-volume names included Honeywell Aerospace Inc (HONA) and Digital Realty Trust, Inc. (DLR), which are widely held across 248 and 297 ETFs, respectively, highlighting their broad impact on the fund landscape.

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

Stock Name Activity vs ADV $ Volume 1D Return ETFs Holding
AVAV AeroVironment, Inc. 524% $1.27B +18.74% 130
AMBA Ambarella, Inc. 498% $572.3M +28.09% 99
HONA Honeywell Aerospace Inc 445% $1.08B +0.60% 248
ABVX Abivax SA Sponsored ADR 419% $1.10B +38.25% 17
QXO QXO, Inc. 401% $1.14B -1.71% 82
BTI British American Tobacco PLC Sponsored ADR 394% $891.0M -1.23% 39
DLR Digital Realty Trust, Inc. 366% $1.62B -5.69% 297
FCEL FuelCell Energy, Inc. 365% $941.1M +24.66% 41
TECH Bio-Techne Corporation 312% $952.6M -0.17% 170
RRX Regal Rexnord Corporation 263% $511.2M +8.58% 136
RKT Rocket Companies, Inc. Class A 234% $918.8M +1.61% 135
APD Air Products and Chemicals, Inc. 233% $836.7M +7.50% 247
VSH Vishay Intertechnology, Inc. 218% $970.2M -5.13% 108
ONTO Onto Innovation, Inc. 209% $821.7M +7.98% 158
MKSI MKS Inc. 203% $868.1M +6.84% 171

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.