Alternative Asset ETFs Surge, Led by GDMN’s 24% Weekly Gain

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Weekly Channel Summary

The Multi-Asset channel, encompassing 141 ETFs from 85 issuers, holds $40.50 billion in total assets. The segment continued its positive flow trajectory, adding $181 million over the past week. This brings year-to-date net inflows to $7.46 billion and the one-year total to a substantial $11.97 billion.

This Week’s Performance Leaders and Laggards

Specialty – Alternative Asset Sleeve funds led performance by a significant margin, posting a collective gain of 4.73% for the week. This outpaced the next-best category, Target Risk – Growth, which returned 2.78%. All eight categories finished in positive territory, with Specialty – Multi-Asset Income funds seeing the smallest advance at 1.23%.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Specialty – Alternative Asset Sleeve 4.73% 3.70% 1.16% 5.58% 11.08% 27.61%
Target Risk – Growth 2.78% 2.02% 3.74% 6.55% 9.47% 16.57%
Target Risk – Aggressive 2.75% 2.61% 4.33% 8.73% 12.23% 21.05%
Target Risk – Global Macro 2.25% 1.98% 0.98% 4.82% 10.43% 18.27%
Target Risk – Moderate 1.85% 1.44% 1.76% 3.88% 7.51% 14.31%
Specialty – Real Assets 1.69% 3.22% -1.26% 5.36% 15.06% 26.12%
Target Risk – Conservative 1.27% 0.92% 1.37% 3.18% 5.46% 10.05%
Specialty – Multi-Asset Income 1.23% 0.92% 2.43% 4.87% 8.34% 13.27%

Top & Bottom 5 ETFs by Weekly Performance

The WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) was the standout performer, rocketing up 24.38% over the week. Several other funds with exposure to precious metals and digital assets also posted double-digit gains. At the other end of the spectrum, the USCF Oil Plus Bitcoin Strategy Fund (WTIB) was the largest decliner, falling 3.44%.

Ticker Fund Name WTD Performance
Top Performers
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund 24.38%
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund 16.07%
ISBG IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF 15.23%
BEGS Rareview 2x Bull Cryptocurrency & Precious Metals ETF 10.86%
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund 10.20%
Bottom Performers
WTIB USCF Oil Plus Bitcoin Strategy Fund -3.44%
CTAP Simplify US Equity PLUS Managed Futures Strategy ETF -1.40%
GYLD Arrow Dow Jones Global Yield ETF -1.06%
HIDE Alpha Architect High Inflation & Deflation ETF -0.31%
MDIV Multi-Asset Diversified Income Index Fund -0.26%

Analyzing the Weekly Flows

Investors allocated a net $181 million to Multi-Asset ETFs over the past week. Target Risk – Growth funds were the primary destination for new capital, attracting $83 million in net inflows. All eight categories recorded positive net flows for the week, demonstrating broad-based demand across the channel.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Target Risk – Growth 11 $12.56B $83M $348M $1,092M $2,967M $4,889M
Specialty – Multi-Asset Income 25 $5.89B $33M $157M $348M $791M $1,243M
Specialty – Real Assets 4 $3.21B $22M $163M $473M $1,556M $1,801M
Specialty – Alternative Asset Sleeve 36 $4.76B $21M -$13M -$47M $412M $957M
Target Risk – Global Macro 32 $5.18B $12M -$26M $296M $1,268M $2,225M
Target Risk – Aggressive 3 $3.60B $5M $18M $75M $257M $422M
Target Risk – Moderate 20 $3.65B $4M -$2M $57M $99M $228M
Target Risk – Conservative 8 $1.33B $1M -$22M $52M $111M $205M

Top & Bottom 5 ETFs by 5-Day Flow

The Capital Group Core Balanced ETF (CGBL) led all funds, gathering $70 million in fresh assets. This single fund accounted for a significant portion of the channel’s total weekly intake. On the other hand, redemptions were modest, with the Relative Sentiment Tactical Allocation ETF (MOOD) and the SMI 3Fourteen REAL Asset Allocation ETF (RAA) experiencing the largest outflows of $13 million and $12 million, respectively.

Ticker Fund Name 5-Day Flow
Inflows
CGBL Capital Group Core Balanced ETF $70M
CTAP Simplify US Equity PLUS Managed Futures Strategy ETF $26M
INCM Franklin Income Focus ETF Income Focus ETF $25M
TYLD Cambria Tactical Yield ETF $22M
RAAX VanEck Real Assets ETF $18M
Outflows
MOOD Relative Sentiment Tactical Allocation ETF -$13M
RAA SMI 3Fourteen REAL Asset Allocation ETF -$12M
HECA Hedgeye Capital Allocation ETF -$6M
RSBY Return Stacked Bonds & Futures Yield ETF -$6M
GOLY Strategy Shares Gold Enhanced Yield ETF -$4M

Note: the following fund(s) were excluded from the flow totals above because the weekly flow exceeds 75% of the fund’s AUM and may be the result of a custom rebalance: NDAA ($170M), TRTY ($129M).

Issuer League Table Update

iShares remains the largest issuer in the Multi-Asset space with a 24.11% market share, followed by Capital Group at 18.40%. Capital Group also led weekly asset gathering, bringing in $70 million in net new assets. In contrast, Relative Sentiment saw the largest net redemptions among issuers, with outflows totaling $13 million.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 9 $9.76B 24.11%
Capital Group 1 $7.45B 18.40%
WisdomTree 9 $2.69B 6.65%
Franklin 1 $1.76B 4.34%
State Street 2 $1.73B 4.28%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Capital Group $70M
Franklin $25M
Simplify $24M
Outflows
Relative Sentiment -$13M
SMI Funds -$12M
Strategy Shares -$6M

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