Quiet ETF Trading Day Masks Significant Single-Stock Volume Spikes

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Macro Summary

The ETF market saw a muted session with total turnover reaching $241.55 billion, just 94% of the recent 30-day average daily volume. The broad-based slowdown was evident across nearly all asset classes, with most trading below their typical activity levels. Digital Assets and Currencies were particularly quiet, trading at 69% and 61% of their respective averages. The Non-Traditional category was the only segment to meet its recent norm, trading exactly at 100% of its 30-day average volume.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $163.73B $172.96B 95%
Fixed Income $23.18B $25.56B 91%
Commodities $4.59B $5.71B 80%
Digital Asset $3.38B $4.88B 69%
Currencies $59.7M $98.4M 61%
Alternatives $586.9M $716.7M 82%
Non-Traditional $45.85B $45.82B 100%
Multi-Asset $170.6M $232.5M 73%
Total $241.55B $255.98B 94%

Equity

Equity ETFs traded $163.73 billion, a slightly below-average session at 95% of the 30-day norm. Despite the overall quietude, specific categories saw significant interest, including Global Ex-U.S. Large Cap Growth (197%), Thematic Sustainability (193%), and Consumer Staples (191%). Individual fund activity was led by ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL), which saw volume spike to 847% of its average. Other notable outliers included Invesco Buyback Achievers ETF (PKW) at 672% and iShares ESG Aware MSCI USA ETF (ESGU) at 411% of its average on $234.1M of turnover.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Global Ex-U.S. Large Cap – Growth 197% $463.8M -0.71%
Equity: Thematic – Sustainability 193% $381.7M -2.30%
Equity: Sector – Consumer Staples 191% $1.80B +1.98%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 847% $47.2M +1.33%
PKW Invesco Buyback Achievers ETF 672% $18.4M +1.29%
JGLO JPMorgan Global Select Equity ETF Global Select Equity ETF 462% $72.3M +0.11%
USXF iShares ESG Advanced MSCI USA ETF 456% $15.5M -0.63%
CSRE Cohen & Steers Real Estate Active ETF 417% $13.7M -0.25%
ESGU iShares ESG Aware MSCI USA ETF 411% $234.1M +0.19%
FDV Federated Hermes U.S. Strategic Dividend ETF 393% $16.6M +0.58%
TAN Invesco Solar ETF 354% $180.5M -3.60%
EFG iShares MSCI EAFE Growth ETF 349% $296.2M -0.33%
XAR State Street SPDR S&P Aerospace & Defense ETF 337% $175.4M -0.67%

Fixed Income

Fixed Income ETFs experienced a subdued day, with $23.18 billion changing hands, representing 91% of the recent average. Pockets of activity emerged in International USD bond funds, which traded at 152% of their norm, and Ultrashort duration funds at 133%. The standout was iShares Core International Aggregate Bond ETF (IAGG), which saw volume surge to 516% of its 30-day average, trading $245.1M. Similarly, iShares Ultra Short Duration Bond Active ETF (ICSH) was highly active at 410% of its typical volume.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Taxable – International USD 152% $462.3M +0.14%
Fixed Income: Taxable – Ultrashort 133% $2.00B +0.01%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
IAGG iShares Core International Aggregate Bond ETF 516% $245.1M +0.19%
USTB VictoryShares Short-Term Bond ETF 417% $39.0M +0.06%
ICSH iShares Ultra Short Duration Bond Active ETF 410% $273.4M +0.06%
CLOA iShares AAA CLO Active ETF 389% $71.3M +0.06%
IBTJ iShares iBonds Dec 2029 Term Treasury ETF 347% $20.2M +0.12%
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF 346% $11.7M +0.17%
MYCH State Street My2028 Corporate Bond ETF 306% $13.0M +0.06%
SHYG iShares 0-5 Year High Yield Corporate Bond ETF 288% $152.5M +0.07%
TLH iShares 10-20 Year Treasury Bond ETF 276% $200.3M +0.52%
TUA Simplify Short Term Treasury Futures Strategy ETF 275% $24.1M +0.20%

Commodities

Commodity-focused ETFs saw a slow session, trading just $4.59 billion, or 80% of their 30-day average. The lone bright spot was in Energy-focused products, which collectively traded at 134% of their norm. The session’s primary outlier was Harbor Commodity All-Weather Strategy ETF (HGER), which saw a significant volume spike to 449% of its average on $205.9M of turnover. Natural gas and oil funds also saw elevated interest, with United States Natural Gas Fund LP (UNG) and United States Brent Oil Fund LP (BNO) trading at 203% and 178% of their respective averages.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Commodity: Focused – Energy 134% $1.19B -2.69%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
HGER Harbor Commodity All-Weather Strategy ETF 449% $205.9M -0.94%
UNG United States Natural Gas Fund LP 203% $138.8M -3.31%
BNO United States Brent Oil Fund LP 178% $138.6M -3.95%

Digital Asset

Digital Asset ETFs posted a very quiet session, with total volume of $3.38 billion amounting to only 69% of the 30-day average. No specific category stood out for elevated activity. Among individual funds, trading was modestly above average in a few names, including Morgan Stanley Bitcoin Trust ETF (MSBT) at 186% of its norm and Bitwise Solana Staking ETF (BSOL) at 169%, but overall interest in the space was muted.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
MSBT Morgan Stanley Bitcoin Trust ETF 186% $16.1M -1.61%
BSOL Bitwise Solana Staking ETF 169% $43.0M -2.22%
FETH Fidelity Ethereum Fund ETF 160% $43.8M -1.41%
ARKB ARK 21Shares Bitcoin ETF 152% $49.8M -1.63%

Currencies

Currency ETFs saw a particularly slow day, with just $59.7M in total volume, representing only 61% of the 30-day average. There were no notable high-volume categories or individual ticker outliers during the session.

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 space experienced a below-average session, with total turnover of $586.9M reaching 82% of its 30-day norm. Activity was broadly distributed, with no specific categories or individual ETFs registering significant volume spikes.

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 were the only asset class to meet their recent activity levels, trading $45.85 billion for a volume figure of exactly 100% of the 30-day average. The activity was concentrated in Leveraged and Inverse Fixed Income products, which traded at 162% of their collective norm. This was driven by funds like Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF), which traded $188.1M, or 184% of its average. Other active funds included Main BuyWrite ETF (BUYW) at 246% and UBS AG ETRACS Silver Shares Covered Call ETNs due April 21; 2033 ETP 2022-21.04.33 on CS NQ Slv FLS106 Pr (SLVO) at 236% of their respective averages.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Non-Traditional: Leverage | Inverse – Fixed Income 162% $230.2M -0.08%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BUYW Main BuyWrite ETF 246% $10.3M +0.00%
SLVO UBS AG ETRACS Silver Shares Covered Call ETNs due April 21; 2033 ETP 2022-21.04.33 on CS NQ Slv FLS106 Pr 236% $30.0M -1.70%
TSPY TappAlpha S&P 500 Growth & Daily Income ETF 199% $9.2M +0.64%
SNTH MRP SynthEquity ETF 186% $6.7M +0.19%
TMF Direxion Daily 20+ Year Treasury Bull 3X ETF 184% $188.1M +1.62%
TDAQ TappAlpha Innovation 100 Growth & Daily Income ETF 176% $11.8M +0.40%
OVL Overlay Shares Large Cap Equity ETF 160% $10.6M +1.05%
DDM ProShares Ultra Dow30 155% $16.6M +2.16%
ROM ProShares Ultra Technology 154% $12.1M -3.75%
MLPI NEOS MLP & Energy Infrastructure High Income ETF 153% $27.7M -1.44%

Multi-Asset

Multi-Asset ETFs saw a quiet day with total volume of $170.6M, or 73% of the 30-day average. Activity was subdued across the category, with VanEck Real Assets ETF (RAAX) being the only fund to see modestly elevated turnover at 155% of its recent 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
RAAX VanEck Real Assets ETF 155% $17.3M -1.73%

Single-Stock Volume

While ETF volume was muted, single-stock activity was highly concentrated in several names seeing massive turnover. T3 Defense Inc. (DFNS) traded an exceptional 1,512% of its 30-day average on $617.4M in volume. Itron, Inc. (ITRI) also saw a huge spike, trading 1,152% of its average on $608.5M; the stock is a constituent in 143 ETFs. Other notable high-volume names included IQVIA Holdings Inc (IQV) at 427% of its ADV on $1.12B and Celestica Inc. (CLS) at 418% on $2.60B. Several widely-held stocks also saw heavy trading, including United Parcel Service, Inc. Class B (UPS), held by 333 ETFs, which traded 273% of its average volume.

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

Stock Name Activity vs ADV $ Volume 1D Return ETFs Holding
DFNS T3 Defense Inc. 1,512% $617.4M +71.98% 2
ITRI Itron, Inc. 1,152% $608.5M +25.20% 143
IQV IQVIA Holdings Inc 427% $1.12B +12.81% 273
CLS Celestica Inc. 418% $2.60B +9.13% 9
UL Unilever PLC Sponsored ADR 409% $878.0M +8.99% 37
SUI Sun Communities, Inc. 368% $618.2M +2.21% 154
INCY Incyte Corporation 365% $710.9M +10.65% 337
UPS United Parcel Service, Inc. Class B 273% $1.39B -6.49% 333
HUBB Hubbell Incorporated 252% $666.5M -2.83% 284
FFIV F5, Inc. 252% $604.8M -0.34% 307
CARR Carrier Global Corp. 248% $926.8M -8.92% 254
STRL Sterling Infrastructure, Inc. 248% $1.43B -14.86% 188
CNC Centene Corporation 235% $701.7M -2.33% 295
CORZ Core Scientific Inc 217% $558.2M +0.89% 85
AMKR Amkor Technology, Inc. 211% $856.4M -24.62% 161

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.