Coinbase and AMD Surges Fuel Single-Stock ETF Rally as Tradr Draws Inflows

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Weekly Channel Summary

The Single Stock channel closed the week with $42.29B in AUM spread across 612 ETFs from 18 issuers. Net flows totaled $506M for the five-day period, extending a strong year with $11,181M gathered YTD and $20,878M over the trailing year. The channel’s persistent inflow trend underscores continued investor appetite for leveraged and option-income exposure to individual names despite pockets of volatility.

This Week’s Performance Leaders and Laggards

Leveraged and inverse single-stock products led the week, with the Non-Traditional: Leverage | Inverse category (489 funds) gaining 4.57% WTD and now up 112.21% YTD, while Synthetic Income – Single Stock funds (113 funds) followed closely at 4.23% WTD and 22.00% YTD. Currency Hedged – Single Stock products lagged the group, rising a modest 0.58% WTD but still up 56.21% YTD. Underlying-stock performance drove much of the dispersion, with Coinbase surging 10.84% WTD even as it remains down 14.10% YTD, and AMD adding 8.46% WTD to extend a 161.40% YTD gain. On the downside, Netflix shares fell 7.25% WTD, weighing on funds tracking that name and contrasting with the broader leveraged category’s strength.

Top & Bottom Underlying Stock Performance (WTD)

Ticker Underlying Stock Week-To-Date Return Year-To-Date Return Number of Funds Following Stock
Top Performers
COIN Coinbase Global Inc Shs 10.84% -14.10% 2
AMD Advanced Micro Devices Inc 8.46% 161.40% 1
MRNA Moderna Inc 6.99% 422.35% 1
BABA Alibaba Group Hldg Ltd Sponsored Ads 3.60% -22.75% 1
META Meta Platforms Inc 2.73% 0.86% 2
Bottom Performers
NFLX Netflix Inc. -7.25% -23.43% 1
XYZ Block Inc -3.70% 17.19% 1
PYPL Paypal Hldgs Inc -2.44% -10.23% 1
JPM Jpmorgan Chase & Co -1.84% 8.52% 1
XOM Exxonmobil Holdings Corp Com Shs -1.48% 35.90% 1

Top & Bottom 5 ETFs by Weekly Performance

Fund-level performance this week was dominated by exposure to smaller, high-momentum names rather than mega-caps. Tradr 2X Long TEM Daily ETF (TEMT) topped the list with a 68.85% WTD gain, closely followed by Corgi TEM 2x Daily ETF (TEMC) at 68.27%. At the other end, Defiance Daily Target 2x Short MSTR ETF (SMST) declined 35.78% as MicroStrategy shares moved against the short position, with T-Rex 2X Inverse MSTR Daily Target ETF (MSTZ) close behind at -35.44%. These wide swings illustrate the amplified risk inherent in daily-reset leveraged products tied to volatile single names.

Ticker Fund Name WTD Performance
Top Performers
TEMT Tradr 2X Long TEM Daily ETF 68.85%
TEMC Corgi TEM 2x Daily ETF 68.27%
GEMG Leverage Shares 2X Long GEMI Daily ETF 55.66%
FPSX Leverage Shares 2X Long FPS Daily ETF 48.00%
PUR Defiance Daily Target 2X Long PURR ETF 43.21%
Bottom Performers
SMST Defiance Daily Target 2x Short MSTR ETF -35.78%
MSTZ T-Rex 2X Inverse MSTR Daily Target ETF -35.44%
RCAX Defiance Daily Target 2x Long RCAT ETF -29.62%
CONI GraniteShares 2x Short COIN Daily ETF -27.68%
XNDX Tradr 2X Long XNDU Daily ETF -26.58%

Analyzing the Weekly Flows

The channel gathered $506M in net inflows over the five-day period, with Levered products leading at $438M and Options Overlay funds contributing another $117M. Inverse funds were the notable laggard, shedding $52M as directional bets against single names cooled. Longer-term trends remain positive across most implementation types, with Levered products accounting for $9,923M of the channel’s $11,181M YTD total, though 30-day flows for that group turned negative at -$690M, hinting at some recent profit-taking after a strong run.

Where the Money Went This Week

Implementation Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Levered 426 $33.26B $438M -$690M -$62M $9,923M $16,895M
Options Overlay 105 $7.76B $117M $230M $668M $1,001M $3,959M
Currency Hedged 10 $25M $3M $1M -$5M $4M $5M
Autocallable 8 $20M $0M $4M $9M $15M $15M
Inverse 62 $1.11B -$52M -$121M $125M $239M $4M

Top & Bottom 5 ETFs by 5-Day Flow

Direxion Daily TSLA Bull 2X ETF (TSLL) led all funds with $156M in weekly inflows, followed closely by Tradr 2X Long SNDK Daily ETF (SNXX) at $153M. On the outflow side, GraniteShares 2x Long AMD Daily ETF (AMDL) saw the largest redemptions at -$76M, notable given AMD’s strong 8.46% WTD price gain, while GraniteShares 2x Long NVDA Daily ETF (NVDL) followed with -$38M in outflows.

Ticker Fund Name 5-Day Flow
Inflows
TSLL Direxion Daily TSLA Bull 2X ETF $156M
SNXX Tradr 2X Long SNDK Daily ETF $153M
NBIL GraniteShares 2x Long NBIS Daily ETF $46M
HOOY YieldMax HOOD Option Income Strategy ETF $37M
MRNY YieldMax MRNA Option Income Strategy ETF $34M
Outflows
AMDL GraniteShares 2x Long AMD Daily ETF -$76M
NVDL GraniteShares 2x Long NVDA Daily ETF -$38M
SKDD GraniteShares 2x Short SK Hynix Daily ETF -$35M
CONL GraniteShares 2x Long COIN Daily ETF -$27M
GGLL Direxion Daily GOOGL Bull 2X ETF -$23M

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: SNDQ (-$104M).

Issuer League Table Update

Direxion remains the channel’s largest issuer with $13.04B in AUM (30.82% share), followed by GraniteShares at $9.29B (21.97% share). Tradr led all issuers in weekly inflows with $277M, well ahead of Leverage Shares at $105M and YieldMax at $104M. GraniteShares, despite its scale, recorded the largest weekly outflows among issuers at -$136M, with Defiance also seeing modest redemptions of -$26M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Direxion 60 $13.04B 30.82%
GraniteShares 73 $9.29B 21.97%
YieldMax 41 $6.22B 14.70%
Tradr 78 $4.63B 10.94%
T-Rex 42 $2.56B 6.06%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Tradr $277M
Leverage Shares $105M
YieldMax $104M
Outflows
GraniteShares -$136M
Defiance -$26M
xETFs $0M

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