Yen Performance Surges While Investors Add to US Dollar Positions via UUP

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Weekly Channel Summary

The Currency ETF channel, comprising 15 funds from 4 issuers, holds total assets of $2.61B. Investors added a net $20M to the space over the past week, contributing to a year-to-date inflow of $323M. Over the last twelve months, the channel has accumulated $321M in new assets.

This Week’s Performance Leaders and Laggards

The Japanese Yen was the standout performer this week, with Long Yen strategies gaining 1.82%. This sharp move higher pushed Short Yen funds to the bottom of the list with a 3.15% loss. Despite the strong week, Long Yen funds remain down 5.18% over the past year. The Swiss Franc was another notable laggard, with the Long CHF category falling 0.84%.

Currency Performance Snapshot

Currency WTD 1 Month 3 Month 6 Month YTD 1 Year
Long: Yen 1.82% 3.78% 4.13% 3.37% 1.65% -5.18%
Short: USD 0.11% 0.77% 1.05% 0.94% 0.33% -0.04%
Long: GBP 0.09% 0.33% 1.31% 1.85% 1.78% 1.77%
Long: USD 0.07% -0.42% 0.11% 1.43% 2.94% 5.17%
Long: EUR -0.09% 0.45% 0.45% 0.70% -0.22% 0.19%
Long: Emerging -0.15% 0.96% 2.92% 4.59% 6.04% 9.07%
Long: CAD -0.23% 0.49% 0.77% -1.89% -0.84% -0.02%
Long | Short: Multi -0.32% -0.70% -2.15% -3.37% 8.07% 9.64%
Long: AUD -0.45% 1.75% 2.13% 0.98% 8.50% 8.99%
Long: CHF -0.84% -0.71% -2.69% -4.71% -3.32% -3.06%
Short: Yen -3.15% -6.50% -5.69% -3.55% 0.54% 16.43%

Top & Bottom 5 ETFs by Weekly Performance

Leveraged exposure to the Yen’s rally drove the week’s top fund performance, as ProShares Ultra Yen (YCL) jumped 3.14%. Its unleveraged peer, the Invesco Currencyshares Japanese Yen Trust (FXY), also posted a strong 1.72% gain. Conversely, the ProShares UltraShort Yen (YCS) was the worst performer in the channel, declining 3.15% for the week.

Ticker Fund Name WTD Performance
Top Performers
YCL ProShares Ultra Yen 3.14%
FXY Invesco Currencyshares Japanese Yen Trust 1.72%
EUO ProShares UltraShort Euro 0.36%
USDU WisdomTree Bloomberg US Dollar Bullish Fund 0.19%
UDN Invesco DB US Dollar Index Bearish Fund 0.11%
Bottom Performers
YCS ProShares UltraShort Yen -3.15%
FXF Invesco CurrencyShares Swiss Franc Trust -0.84%
FXA Invesco CurrencyShares Australian Dollar Trust -0.45%
FOXY Simplify Currency Strategy ETF -0.32%
FXC Invesco CurrencyShares Canadian Dollar Trust -0.23%

Analyzing the Weekly Flows

Currency ETFs saw modest net inflows of $20M, with a notable divergence between performance and investor activity. Long US Dollar funds attracted the most capital, pulling in $24M despite relatively flat performance. In contrast, the week’s top-performing category, Long Yen, saw investors pull $7M, suggesting some profit-taking. Long Euro funds also experienced outflows, shedding $5M.

Currency Flows Summary

Currency Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Long: USD 2 $598M $24M -$227M -$182M $151M $286M
Long | Short: Multi 1 $365M $7M $10M $63M $327M $361M
Short: USD 1 $105M $2M $2M -$13M -$33M -$40M
Long: AUD 1 $96M $0M -$3M -$10M $3M $13M
Long: CAD 1 $71M $0M -$0M -$3M -$3M -$21M
Long: CHF 1 $391M $0M -$5M -$71M $9M $26M
Long: Emerging 1 $18M $0M $0M $2M $4M $8M
Long: GBP 1 $65M $0M $0M -$13M -$12M -$25M
Short: Yen 1 $25M $0M -$3M -$3M -$10M -$6M
Long: EUR 3 $397M -$5M $16M -$61M -$63M -$176M
Long: Yen 2 $480M -$7M -$11M -$11M -$50M -$105M

Top & Bottom 5 ETFs by 5-Day Flow

The Invesco DB US Dollar Index Bullish Fund (UUP) was the primary driver of inflows, single-handedly collecting $24M. On the redemption side, the largest outflows were seen in the Invesco Currencyshares Japanese Yen Trust (FXY), which lost $6M. The Invesco CurrencyShares Euro Trust (FXE) followed with $5M in outflows.

Ticker Fund Name 5-Day Flow
Inflows
UUP Invesco DB US Dollar Index Bullish Fund $24M
FOXY Simplify Currency Strategy ETF $7M
UDN Invesco DB US Dollar Index Bearish Fund $2M
FXF Invesco CurrencyShares Swiss Franc Trust $0M
USDU WisdomTree Bloomberg US Dollar Bullish Fund $0M
Outflows
FXY Invesco Currencyshares Japanese Yen Trust -$6M
FXE Invesco CurrencyShares Euro Trust -$5M
YCL ProShares Ultra Yen -$1M
FXF Invesco CurrencyShares Swiss Franc Trust $0M
USDU WisdomTree Bloomberg US Dollar Bullish Fund $0M

Issuer League Table Update

Invesco maintains its commanding lead in the currency ETF space, managing $1.86B in assets for a 71.15% market share. The firm also led weekly asset gathering with $14M in net inflows. Simplify ranked second for inflows, adding $7M to its single fund, while ProShares was the only issuer to see net redemptions, losing a modest $1M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Invesco 8 $1.86B 71.15%
Simplify 1 $365M 13.99%
WisdomTree 2 $293M 11.20%
ProShares 4 $95M 3.66%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Invesco $14M
Simplify $7M
WisdomTree $0M
Outflows
ProShares -$1M
WisdomTree $0M
Simplify $7M

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.