Alt Assets & Bitcoin Pairings Shine Amidst Target Risk Headwinds

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Weekly Channel Summary

The Multi-Asset ETF Channel ended the week encompassing 144 ETFs spread across 83 issuers, holding a combined Total AUM of $34.85B. Overall channel flows for the trailing 5-day period were slightly negative at ($26M), though longer-term trends remain deeply positive. The channel has gathered $3,471M in YTD net inflows and a formidable $10,235M in 1-Year net inflows.

This Week’s Performance Leaders and Laggards

Target Risk Performance

Target Risk categories faced broad headwinds this week, with all segments posting negative returns. Conservative allocations mitigated the downside best, returning -0.78%. Growth models experienced the sharpest weekly drawdown at -1.65%. At the fund level, TYLD and HIDE managed to eke out positive territory, while AGOX led the laggards downwards.

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Conservative -0.78% -1.39% 1.35% 2.74% 1.00% 9.74%
Moderate -1.13% -2.77% 2.48% 5.27% 1.96% 17.25%
Global Macro -1.34% -2.76% 2.36% 6.10% 2.14% 18.45%
Aggressive -1.42% -3.45% -0.72% 2.93% -1.18% 19.83%
Growth -1.65% -3.90% -0.12% 2.40% -0.35% 15.75%
Ticker Fund Name WTD Performance
Top 5 Target Risk ETFs
TYLD Cambria Tactical Yield ETF 0.05%
HIDE Alpha Architect High Inflation & Deflation ETF 0.02%
FARX Frontier Asset Absolute Return ETF -0.07%
HECA Hedgeye Capital Allocation ETF -0.17%
GDMA Gadsden Dynamic Multi-Asset ETF -0.22%
Bottom 5 Target Risk ETFs
AGOX Adaptive Alpha Opportunities ETF -3.24%
HFGM Unlimited HFGM Global Macro ETF -3.00%
RISN Inspire Capital Appreciation ETF -2.90%
UPAR UPAR Ultra Risk Parity ETF -2.69%
PWS Pacer WealthShield ETF -2.36%

Specialty Performance

Within Specialty mandates, Real Assets outperformed relative to the broader multi-asset universe with a mild -0.47% pullback this week, sustaining a strong 11.05% YTD gain. Multi-Asset Income experienced heavier selling pressure, dropping -1.31% for the week.

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Real Assets -0.47% 0.30% 11.52% 16.93% 11.05% 36.12%
Multi-Asset Income -1.31% -3.04% 0.84% 1.39% 0.55% 10.55%
Ticker Fund Name WTD Performance
Top 5 Specialty ETFs
RLY State Street Multi-Asset Real Return ETF 0.46%
ERNZ TrueShares Active Yield ETF 0.09%
YFYA Yields for You Income Strategy A ETF -0.24%
THRV Prospera Income ETF -0.35%
RAAX VanEck Real Assets ETF -0.46%
Bottom 5 Specialty ETFs
HYIN WisdomTree Private Credit and Alternative Income Fund -2.59%
CEFD ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETN -2.54%
CVY Invesco Zacks Multi-Asset Income ETF -2.42%
CCEF Calamos CEF Income & Arbitrage ETF -2.01%
HIPS GraniteShares HIPS US High Income ETF -1.79%

Alternative Asset Sleeve Performance

The Alternative Asset Sleeve was the sole bright spot across the channel composites this week, producing a 0.16% return driven heavily by digital assets and specialized strategies like Bitcoin correlations. Oil and Bitcoin pairings notably captured outsized returns on the upside, while gold-linked strategies dragged the bottom tier down.

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Alternative Asset Sleeve 0.16% 1.13% 1.46% 2.18% 1.81% 36.07%
Ticker Fund Name WTD Performance
Top 5 Alternative Asset Sleeve ETFs
WTIB USCF Oil Plus Bitcoin Strategy Fund 15.71%
ISSB IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF 9.18%
ISBG IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF 4.91%
BITS Global X Blockchain & Bitcoin Strategy ETF 4.79%
OOQB One One Nasdaq-100 and Bitcoin ETF 1Shs 3.39%
Bottom 5 Alternative Asset Sleeve ETFs
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund -8.32%
GOLY Strategy Shares Gold Enhanced Yield ETF -3.65%
BPRO Bitwise Proficio Currency Debasement ETF -3.26%
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund -2.97%
RSSB Return Stacked Global Stocks & Bonds ETF -2.62%

Analyzing the Weekly Flows

Aggregated 5-Day flows tallied ($26M) this week. Global Macro successfully captured the largest net inflow among the categories, gathering $117M, while Conservative target risk portfolios bled the most capital, booking ($136M) in weekly redemptions.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Global Macro 30 $4.55B $117M $381M $810M $756M $1,782M
Real Assets 4 $2.31B $63M $305M $659M $639M $998M
Moderate 20 $3.47B $26M $58M $127M $39M $237M
Aggressive 3 $3.09B $0M $34M $137M $99M $428M
Alternative Asset Sleeve 34 $4.59B ($11M) $50M $539M $404M $1,170M
Multi-Asset Income 26 $5.22B ($19M) $66M $198M $215M $925M
Growth 11 $9.92B ($68M) $415M $1,425M $1,196M $4,244M
Conservative 6 $1.21B ($136M) $33M $0M $27M $160M

Top & Bottom 5 ETFs by 5-Day Flow

Ticker Fund Name 5-Day Flow
Top 5 ETFs by Inflows
ALLW State Street Bridgewater All Weather ETF $86M
CGBL Capital Group Core Balanced ETF $68M
RAAX VanEck Real Assets ETF $36M
HECA Hedgeye Capital Allocation ETF $27M
AOM iShares Core 40/60 Moderate Allocation ETF $26M
Bottom 5 ETFs by Outflows
TBFC Brinsmere Fund Conservative ETF ($153M)
TBFG Brinsmere Fund Growth ETF ($142M)
ERNZ TrueShares Active Yield ETF ($17M)
YYY Amplify CEF High Income ETF ($16M)
BTGD STKd 100% Bitcoin & 100% Gold ETF ($12M)

Issuer League Table Update

iShares commands the multi-asset ETF leaderboard with a commanding 26.35% market share, maintaining the top spot ahead of Capital Group (15.47%). State Street claimed the weekly flow crown on the back of strong ALLW inflows, securing $86M, while The Brinsmere Funds absorbed heavy redemptions totaling ($295M).

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 19 $9.18B 26.35%
Capital Group 1 $5.39B 15.47%
WisdomTree 7 $2.73B 7.84%
Franklin 1 $1.32B 3.80%
SPDR 3 $1.31B 3.77%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Top 3 Issuers by Inflows
State Street $86M
Capital Group $68M
iShares $50M
Bottom 3 Issuers by Outflows
The Brinsmere Funds ($295M)
TrueShares ($17M)
Amplify ($16M)

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