Short Yen Funds Surge While US Dollar ETFs Experience Outflows

Share

Weekly Channel Summary

The Currency ETF channel, comprising 15 ETFs from 4 issuers, holds a total of $2.91 billion in assets under management. The channel experienced minor net outflows of $9 million over the past week. Year-to-date, however, currency ETFs have attracted a healthy $642 million in net new assets, while the trailing one-year period has seen accumulations of $471 million.

This Week’s Performance Leaders and Laggards

Short Yen strategies were the standout performers this week, gaining 2.00% as the Japanese currency weakened. This continues a strong trend, with the category up 13.59% year-to-date and over 33% for the past year. On the other end of the spectrum, the multi-currency strategy was the worst performer, declining by 2.56% for the week. Despite the weekly loss, the category maintains a positive year-to-date return of 9.85%.

Currency Performance Snapshot

Currency WTD 1 Month 3 Month 6 Month YTD 1 Year
Short: Yen 2.00% 3.21% 7.56% 14.37% 13.59% 33.25%
Long: USD 0.76% 0.12% 3.60% 5.46% 4.81% 8.05%
Long: Emerging 0.45% 1.03% 0.12% 0.94% 2.91% 6.45%
Long: AUD -0.06% 1.39% -2.11% 1.86% 5.34% 7.07%
Long: EUR -0.47% 0.21% -1.86% -2.27% -1.73% -1.28%
Short: USD -0.78% 0.34% -2.46% -3.15% -2.25% -2.43%
Long: CAD -0.79% 0.80% -3.12% -2.91% -2.66% -3.13%
Long: Yen -0.86% -1.27% -2.88% -5.47% -4.89% -11.41%
Long: GBP -1.01% 1.37% -1.14% -1.32% -0.08% 0.70%
Long: CHF -1.37% -0.69% -4.21% -4.81% -3.50% -3.43%
Long | Short: Multi -2.56% -3.67% -0.52% 6.78% 9.85% 18.91%

Top & Bottom 5 ETFs by Weekly Performance

Leading the individual fund performance table was the ProShares UltraShort Yen (YCS), which rose 2.00% for the week. In contrast, the Simplify Currency Strategy ETF (FOXY) registered the largest decline, falling 2.56%. Following behind was the Invesco CurrencyShares Swiss Franc Trust (FXF), which dropped 1.37% over the same period.

Ticker Fund Name WTD Performance
Top Performers
YCS ProShares UltraShort Yen 2.00%
EUO ProShares UltraShort Euro 1.18%
UUP Invesco DB US Dollar Index Bullish Fund 0.88%
USDU WisdomTree Bloomberg US Dollar Bullish Fund 0.64%
CEW WisdomTree Emerging Currency Strategy Fund 0.45%
Bottom Performers
FOXY Simplify Currency Strategy ETF -2.56%
FXF Invesco CurrencyShares Swiss Franc Trust -1.37%
YCL ProShares Ultra Yen -1.33%
ULE ProShares Ultra Euro -1.15%
FXB Invesco CurrencyShares British Pound Sterling Trust -1.01%

Analyzing the Weekly Flows

Currency ETFs saw modest net outflows totaling $9 million for the week. Long Yen funds were the only group to attract meaningful capital, pulling in $11 million. Conversely, Long US Dollar funds, the largest category by assets, experienced the most significant redemptions, shedding $18 million. Despite the weekly withdrawal, Long USD funds remain the year-to-date leader with $430 million in net inflows.

Currency Flows Summary

Currency Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Long: Yen 2 $466M $11M $9M $4M -$33M -$142M
Long | Short: Multi 1 $366M $6M $52M $243M $316M $352M
Long: AUD 1 $97M $0M -$7M -$7M $7M -$3M
Long: CHF 1 $410M $0M -$22M -$66M $30M $20M
Long: Emerging 1 $16M $0M $0M $0M $2M $4M
Long: GBP 1 $77M $0M $0M -$6M $1M -$12M
Short: USD 1 $107M $0M -$7M -$16M -$29M -$39M
Long: CAD 1 $69M -$0M -$3M -$7M -$3M -$21M
Short: Yen 1 $31M -$3M $0M -$3M -$7M -$1M
Long: EUR 3 $381M -$5M -$60M -$80M -$72M -$207M
Long: USD 2 $894M -$18M $38M $116M $430M $521M

Top & Bottom 5 ETFs by 5-Day Flow

The Invesco Currencyshares Japanese Yen Trust (FXY) was the top asset gatherer, bringing in $11 million in new capital. On the other side of the ledger, the Invesco DB US Dollar Index Bullish Fund (UUP) saw the largest outflow of the week at $18 million. The Invesco CurrencyShares Euro Trust (FXE) also saw redemptions, with investors pulling $5 million from the fund.

Ticker Fund Name 5-Day Flow
Inflows
FXY Invesco Currencyshares Japanese Yen Trust $11M
FOXY Simplify Currency Strategy ETF $6M
USDU WisdomTree Bloomberg US Dollar Bullish Fund $0M
FXF Invesco CurrencyShares Swiss Franc Trust $0M
UDN Invesco DB US Dollar Index Bearish Fund $0M
Outflows
UUP Invesco DB US Dollar Index Bullish Fund -$18M
FXE Invesco CurrencyShares Euro Trust -$5M
YCS ProShares UltraShort Yen -$3M
FXC Invesco CurrencyShares Canadian Dollar Trust -$0M
FXF Invesco CurrencyShares Swiss Franc Trust $0M

Issuer League Table Update

Invesco continues to dominate the currency ETF landscape, managing $1.96 billion in assets for a 67.45% market share, followed by WisdomTree with a 16.46% share. Simplify led issuers in weekly inflows, adding $6 million to its single fund. Invesco experienced the largest outflows among all issuers, with net redemptions totaling $12 million for the week.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Invesco 8 $1.96B 67.45%
WisdomTree 2 $479M 16.46%
Simplify 1 $366M 12.56%
ProShares 4 $103M 3.53%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Simplify $6M
WisdomTree $0M
ProShares -$3M
Outflows
Invesco -$12M
ProShares -$3M
WisdomTree $0M

For a deeper dive into these trends, access our FREE, in-depth Currency 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.