Commodities Buck Trend with Elevated Volume in Subdued Session

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Macro Summary

Total ETF market volume was muted, reaching just $185.29 billion, or 75% of the 30-day average daily volume. The session was characterized by broadly subdued activity across most asset classes, with both Equity and Digital Asset ETFs trading at significantly below-average levels. Commodities stood out as the sole asset class to register above-average turnover, suggesting a concentrated pocket of investor interest amidst an otherwise quiet market.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $117.33B $163.93B 72%
Fixed Income $22.80B $27.00B 84%
Commodities $7.22B $5.99B 121%
Digital Asset $1.99B $4.35B 46%
Currencies $59.4M $111.2M 53%
Alternatives $587.5M $724.7M 81%
Non-Traditional $35.11B $44.28B 79%
Multi-Asset $192.7M $219.8M 88%
Total $185.29B $246.61B 75%

Equity

Equity ETFs saw a particularly slow day, with turnover of $117.33 billion representing only 72% of the recent average. Despite the overall quietude, specific pockets of activity emerged, most notably in Latin America-focused funds, which traded at 233% of their average volume, and FinTech thematic funds at 126%. Several individual funds saw significant block trading, including the MFS Blended Research International Equity ETF (BRIE) at 853% of its ADV and the Avantis Emerging Markets ex-China Equity ETF (AVXC) at 840% of its norm.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Region – Latin America 233% $171.3M -0.50%
Equity: Thematic – FinTech 126% $100.0M +1.13%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BRIE MFS Blended Research International Equity ETF 853% $30.3M +0.39%
AVXC Avantis Emerging Markets ex-China Equity ETF 840% $21.3M +2.03%
USPX Franklin U.S. Equity Index ETF 786% $23.0M +0.20%
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 489% $13.4M +1.48%
ESML iShares ESG Aware MSCI USA Small-Cap ETF 478% $24.6M +0.55%
CPAI Counterpoint Quantitative Equity ETF 466% $13.2M +1.27%
AVMV Avantis U.S. Mid Cap Value ETF 463% $18.0M +0.18%
HEDJ WisdomTree Europe Hedged Equity Fund 408% $12.9M -0.10%
GSIE Goldman Sachs ActiveBeta International Equity ETF 361% $65.6M +0.19%
IMFL Invesco International Developed Dynamic Multifactor ETF 341% $9.2M +0.62%

Fixed Income

Fixed Income ETFs experienced a below-average session, trading $22.80 billion for 84% of their 30-day ADV. Interest was concentrated in Multisector bond funds, which saw 175% of their typical volume, and Convertible bond ETFs at 126%. A few core bond funds saw extraordinary turnover, led by the JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) at a remarkable 1,883% of its average, and the Vanguard Short Duration Bond ETF (VSDB) at 1,692% of its usual volume.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Taxable – Multisector 175% $639.7M +0.08%
Fixed Income: Taxable – Convertible 126% $172.0M +0.35%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF 1,883% $57.3M +0.04%
VSDB Vanguard Short Duration Bond ETF 1,692% $63.7M +0.06%
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 745% $35.3M +0.07%
CARY Angel Oak Income ETF 686% $61.0M +0.12%
JSI Janus Henderson Securitized Income ETF 595% $30.0M +0.19%
LDUR PIMCO Enhanced Low Duration Active ETF 523% $44.5M -0.01%
TFLR T. Rowe Price Floating Rate ETF 467% $17.0M +0.15%
BKAG BNY Mellon Core Bond ETF 460% $35.4M +0.06%
MYCH State Street My2028 Corporate Bond ETF 443% $25.9M +0.08%
TAFM AB Tax-Aware Intermediate Municipal ETF 386% $18.5M +0.06%

Commodities

Commodities were the session’s standout, trading $7.22 billion, a robust 121% of the 30-day average. The heightened activity was driven by significant interest in Shipping Freight funds, which traded at 323% of their norm, and Precious Metals ETFs at 139% of average. Among the most active funds were the SPDR Gold Minishares Trust (GLDM), which turned over $514.9 million at 176% of its ADV, and the Teucrium Wheat Fund (WEAT) at 170% of its typical volume.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Commodity: Specialty – Shipping Freight 323% $130.8M +0.93%
Commodity: Focused – Precious Metals 139% $6.28B +0.89%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
GLDM SPDR Gold Minishares Trust of beneficial interest 176% $514.9M +0.89%
WEAT Teucrium Wheat Fund 170% $19.1M +2.72%

Digital Asset

Activity in Digital Asset ETFs was exceptionally light, with total volume reaching only $1.99 billion, a mere 46% of the 30-day average. No specific categories or individual tickers registered noteworthy volume during the session, indicating a broad lack of catalyst-driven trading in the space.

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.

Currencies

Currency ETFs saw a very quiet session, with just $59.4 million changing hands, representing 53% of the recent daily average. There were no notable volume outliers at either the category or individual fund level, reflecting subdued interest in currency-hedging and speculative strategies.

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.

Alternatives

The Alternatives category posted a quiet session with $587.5 million in volume, or 81% of its 30-day average. Activity was broadly in line with recent trends, with the only notable exception being the Simplify Volatility Premium ETF (SVOL), which traded at 157% of its typical volume.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
SVOL Simplify Volatility Premium ETF 157% $5.6M +0.46%

Non-Traditional

Non-Traditional ETFs, encompassing leveraged, inverse, and options-based strategies, traded $35.11 billion, or 79% of their 30-day average. Several single-stock focused funds saw elevated turnover, including the YieldMax PLTR Option Income Strategy ETF (PLTY) at 311% of its ADV and the Leverage Shares 2X Long SPCX Daily ETF (SPCH) at 228% of its norm on $536.5 million in volume.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
PLTY YieldMax PLTR Option Income Strategy ETF 311% $15.4M -1.10%
SPCH Leverage Shares 2X Long SPCX Daily ETF 228% $536.5M +19.81%
IAUI NEOS Gold High Income ETF 212% $19.4M +0.90%
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF 190% $24.5M +0.21%
PAUG Innovator U.S. Equity Power Buffer ETF – August 185% $13.7M +0.17%
BUFQ FT Vest Laddered Nasdaq Buffer ETF 185% $10.0M +0.42%
AAOX Tradr 2X Long AAOI Daily ETF 176% $214.2M +4.10%
UGL ProShares Ultra Gold 168% $135.1M +1.77%
BUFF Innovator Laddered Allocation Power Buffer ETF 159% $7.8M +0.10%
SLVO UBS AG ETRACS Silver Shares Covered Call ETNs due April 21; 2033 ETP 2022-21.04.33 on CS NQ Slv FLS106 Pr 152% $22.0M +0.74%

Multi-Asset

Multi-Asset ETFs traded $192.7 million, a relatively normal 88% of their 30-day average volume. While the category was generally quiet, two funds stood out with heightened activity: the VanEck Real Assets ETF (RAAX) at 293% of its ADV and the State Street Bridgewater All Weather ETF (ALLW) at 159% of its norm.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
RAAX VanEck Real Assets ETF 293% $31.7M +0.67%
ALLW State Street Bridgewater All Weather ETF 159% $20.4M +0.20%

Single-Stock Volume

Several widely-held single stocks experienced extraordinary trading volume. Space Exploration Technologies Corp. (SPCX) was the most active in dollar terms, trading $23.28 billion, while Nebius Group N.V. (NBIS) traded $14.55 billion at 350% of its average volume. Other notable high-volume names included Super Micro Computer, Inc. (SMCI) at 440% of its ADV and CoreWeave, Inc. (CRWV) at 412% of its ADV. These stocks are significant constituents across the ETF landscape, with LITE and CIEN held by 368 and 367 ETFs, respectively.

High-Activity Single Stocks (vs 30-Day ADV)

Stock Name Activity vs ADV $ Volume 1D Return ETFs Holding
SMCI Super Micro Computer, Inc. 440% $5.70B +17.94% 246
CRWV CoreWeave, Inc. Class A 412% $8.84B +18.13% 221
NBIS Nebius Group N.V. Class A 350% $14.55B +33.44% 156
CAVA CAVA Group, Inc. 334% $737.8M +14.54% 101
LITE Lumentum Holdings, Inc. 307% $10.52B +13.07% 368
EAT Brinker International, Inc. 268% $544.5M +10.99% 129
O Realty Income Corporation 211% $683.0M +0.86% 264
CIEN Ciena Corporation 204% $1.63B +12.13% 367
SPCX Space Exploration Technologies Corp. Class A 191% $23.28B +9.97% 230
COHR Coherent Corp. 173% $2.87B +1.49% 329
TSCO Tractor Supply Company 167% $561.1M +2.24% 266
CDE Coeur Mining, Inc. 165% $806.6M +1.21% 179
SE Sea Limited Sponsored ADR Class A 165% $884.8M -1.69% 113
CBRS Cerebras Systems, Inc. Class A 164% $1.81B -0.53% 80
TWLO Twilio, Inc. Class A 155% $682.6M -3.64% 240

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.