Risk-On Redux: Digital Assets and Tech Lead $358B Session

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Macro Summary

The ETF market closed the session on February 6, 2026, with total volume reaching $358.2B, representing 116% of the 30-day average. The session was defined by an aggressive “risk-on” posture, led by explosive activity in Digital Assets and high-beta Equity sectors. While Fixed Income remained relatively anchored, speculative pockets in Non-Traditional and Digital Asset categories saw significant volume as investors reacted to dominant market themes.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $248.2B $199.6B 124%
Fixed Income $31.9B $31.0B 103%
Commodity $14.9B $29.7B 50%
Digital Asset $10.6B $6.9B 154%
Currency $110.2M $104.7M 105%
Alternative $1.4B $1.0B 130%
Non-Traditional $50.8B $39.3B 129%
Multi-Asset $207.9M $227.7M 91%

Equity

Equity ETFs dominated the session with $248.2B in volume (124% of ADV). Growth and Technology sectors led the charge, with Equity: Sector – Information Technology seeing volume double its average (201%). Global Large Cap Value and Evolving Consumer themes also saw significant participation.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Global Large Cap – Value 347% $147.4M +1.82%
Equity: Thematic – Evolving Consumer 231% $1.8B +2.23%
Equity: Sector – Information Technology 201% $18.0B +4.41%
Equity: Sector – Consumer Discretionary 194% $3.0B +1.01%
Equity: Global Ex-U.S. Small | Mid Cap 168% $498.2M +1.98%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
PABU iShares Paris-Aligned Climate Optimized MSCI USA ETF 1294% $61.4M +2.01%
GCOW Pacer Global Cash Cows Dividend ETF 1058% $116.7M +1.32%
EWN iShares MSCI Netherlands ETF 900% $55.5M +2.22%
JIVE JPMorgan International Value ETF 666% $130.4M +2.22%
DTH WisdomTree International High Dividend Fund 596% $17.7M +1.77%
DVYE iShares Emerging Markets Dividend ETF 550% $40.0M +1.29%
FDMO Fidelity Momentum Factor ETF 486% $16.1M +3.23%
PWB Invesco Large Cap Growth ETF 395% $18.7M +3.56%
FDN First Trust Dow Jones Internet Index Fund 389% $372.9M +0.94%
EWI iShares MSCI Italy ETF 378% $77.1M +0.56%

Fixed Income

Fixed Income volume was $31.9B, roughly in line with the 30-day average. Emerging markets and inflation-protected categories saw the highest relative activity. Notably, Fixed Income: Taxable – Core Enhanced saw volume reach 150% of ADV, driven by heavy trading in IG credit ETFs.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Taxable – Emerging 172% $224.6M +0.29%
Fixed Income: Taxable – Core Enhanced 150% $895.0M +0.03%
Fixed Income: Taxable – Inflation Protected 144% $1.1B +0.06%
Fixed Income: Taxable – Government Short 143% $995.7M -0.04%
Fixed Income: Taxable – Bank Loans 134% $793.5M +0.19%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF 1669% $70.4M +0.24%
PRIV SPDR SSGA IG Public & Private Credit ETF 1257% $177.1M -0.29%
GOVI Invesco Equal Weight 0-30 Year Treasury ETF 851% $50.2M +0.02%
STIP iShares 0-5 Year TIPS Bond ETF 433% $591.4M +0.05%
IEI iShares 3-7 Year Treasury Bond ETF 221% $390.8M -0.04%
JCPB JPMorgan Core Plus Bond ETF 203% $102.9M +0.03%
SHY iShares 1-3 Year Treasury Bond ETF 190% $613.5M -0.01%
EMLC VanEck J. P. Morgan EM Local Currency Bond ETF 189% $182.7M +0.63%
SRLN State Street Blackstone Senior Loan ETF 175% $338.7M +0.31%
IUSB iShares Core Total USD Bond Market ETF 171% $237.6M +0.08%

Commodities

Commodity ETFs saw a quiet session with volume at 50% of the 30-day average ($14.9B). Precious Metals remained the volume anchor, while Shipping Freight and Agricultural niches saw isolated activity spikes.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
DJP iPath Bloomberg Commodity Index Total Return ETN 351% $17.4M +0.79%
FTGC First Trust Global Tactical Commodity Strategy Fund 160% $28.4M +0.77%
DBA Invesco DB Agriculture Fund 157% $10.5M -0.02%

Digital Asset

Digital Assets exploded for $10.6B in volume, 154% of its 30-day average. Bitcoin-linked ETFs led the surge, with spot trusts seeing aggressive inflows as the underlying asset surged. Performance was exceptionally strong, with the asset class averaging a +10.8% daily return.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Digital Asset: Cryptocurrency – Bitcoin 166% $8.7B +7.91%
Digital Asset: Cryptocurrency – Altcoin 166% $178.2M +14.32%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
IBIT iShares Bitcoin Trust ETF 206% $6.4B +10.00%
BTC Grayscale Bitcoin Mini Trust ETF 170% $247.8M +10.09%

Currencies

Currency ETFs remained steady with $110.2M in volume (105% of ADV). Swiss Franc trading showed notable relative strength as a safe-haven satellite amid the broader volatility.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
FXF Invesco CurrencyShares Swiss Franc Trust 222% $35.2M +0.43%

Alternatives

The Alternatives asset class recorded $1.4B in volume, a 30% increase over ADV. Volatility-linked products were the primary drivers, with short volatility trades gaining traction as markets pushed higher.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Alternative: Volatility – Short 159% $289.2M +2.85%
Alternative: Volatility – Long 126% $1.0B -6.58%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
UVIX 2x Long VIX Futures ETF 181% $324.9M -12.26%

Non-Traditional

Non-Traditional ETFs saw heavy turnover of $50.8B (129% of ADV). Leverage and Inverse products targeting single stocks (NVDA, MSTR, AMZN) and Crypto saw massive volume as traders positioned for directional moves in high-beta names.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Non-Traditional: Leverage | Inverse – Crypto 170% $2.0B +14.08%
Non-Traditional: Leverage | Inverse – Single Stock 145% $13.7B +9.59%
Non-Traditional: Leverage | Inverse – Equity 140% $29.0B +1.27%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
AMZU Direxion Daily AMZN Bull 2X Shares 537% $444.4M -11.41%
MSTU T-Rex 2X Long MSTR Daily Target ETF 314% $506.9M +50.82%
SDS ProShares UltraShort S&P 500 278% $485.3M -3.73%
SPXU ProShares UltraPro Short S&P500 248% $635.0M -5.59%
USD ProShares Ultra Semiconductors 215% $85.3M +13.15%
QLD ProShares Ultra QQQ 213% $750.4M +4.05%
NAIL Direxion Daily Homebuilders & Supplies Bull 3X Shares 212% $174.2M +2.55%
BULZ MicroSectors Solactive FANG & Innovation 3X Leveraged ETN 200% $124.6M +7.39%
NVDX T-Rex 2X Long NVIDIA Daily Target ETF 219% $323.8M +15.71%
CONL GraniteShares 2x Long COIN Daily ETF 165% $148.5M +24.65%

Multi-Asset

Multi-Asset ETFs tracked slightly below average volume at $207.9M (91% of ADV). Target Risk growth strategies saw the most relative interest as investors leaned into risk-on model allocations.

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.

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.