Daily Snapshot: Flat Headline Volumes Mask Rotation in Fixed Income

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Macro Summary

Markets settled into a holding pattern today, with total trading volume of $285.6B landing right in line with expectations at 99% of the 30-day average. Despite the flat headline figures, significant rotation occurred beneath the surface in Fixed Income, defined by a massive surge in the Fixed Income: Municipal – Short category (finishing the day down 0.01%). This pocket of the market traded at 419% of its average daily volume, largely driven by heavy turnover in JMST (closing +0.15%), which saw activity levels nearly 10x its normal daily average.

Asset Class Summary

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $208.1B $201.6B 103%
Fixed Income $29.2B $28.7B 102%
Commodities $8.9B $8.6B 104%
Digital Asset $6.7B $7.3B 91%
Currencies $72.8M $80.1M 91%
Alternatives $791.7M $1.4B 57%
Non-Traditional $31.6B $39.8B 80%
Multi-Asset $211.3M $172.3M 123%

Equity

Equity ETFs saw total volume of $208.1B, trading at 103% of the 30-day average. The session was highlighted by significant flows into the Equity: Global Ex-U.S. Large Cap – Blend category (finishing the day up 0.33%), largely driven by heavy turnover in VSGX (closing -0.66%). Additionally, the Equity: Thematic – Precious Metals category (up 2.90%) saw robust engagement, supported by above-average volume in GDXJ (closing +2.92%).

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
Equity: Global Ex-U.S. Large Cap – Blend 131% $7.5B +0.33%
Equity: Thematic – Precious Metals 131% $3.5B +2.90%
Equity: U.S. Small Cap – Value 126% $521.9M -0.34%
Equity: Thematic – Infrastructure 125% $367.2M +0.35%
Equity: U.S. Mid Cap – Growth 127% $362.5M +1.16%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
IHF iShares U.S. Healthcare Providers ETF 730% $69.9M +0.18%
VSGX Vanguard ESG International Stock ETF 549% $52.1M -0.66%
PTLC Pacer Trendpilot US Large Cap ETF 499% $35.6M +0.97%
AVNM Avantis All International Markets Equity ETF 492% $13.2M +0.96%
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 481% $21.3M +0.75%
FLJP Franklin FTSE Japan ETF 360% $56.2M -3.49%
RSPG Invesco S&P 500 Equal Weight Energy ETF 356% $19.2M +0.14%
EWD iShares MSCI Sweden ETF 355% $11.2M +0.78%
CIBR First Trust NASDAQ Cybersecurity ETF 337% $182.4M +1.25%
VIOO Vanguard S&P Small-Cap 600 ETF 331% $30.5M +0.21%

Fixed Income

Fixed Income ETFs traded at 102% of their 30-day average, with total volume reaching $29.2B. The action was concentrated in the Fixed Income: Specialty – Defined Maturity category (down 0.35%), largely driven by heavy turnover in IBDT (closing -0.43%). The Fixed Income: Municipal – Short category (down 0.01%) was also a standout, seeing exceptional volume relative to its average, fueled by activity in JMST (closing +0.15%).

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Specialty – Defined Maturity 356% $1.2B -0.35%
Fixed Income: Municipal – Short 419% $621.8M -0.01%
Fixed Income: Taxable – Inflation Protected 125% $810.4M -0.25%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
JMST JPMorgan Ultra-Short Municipal Income ETF 981% $456.8M +0.15%
IBDT iShares iBonds Dec 2028 Term Corporate ETF 936% $151.2M -0.43%
IBDV iShares iBonds Dec 2030 Term Corporate ETF 736% $117.3M -0.47%
IBTI iShares iBonds Dec 2028 Term Treasury ETF 708% $49.3M -0.36%
HFSI Hartford Strategic Income ETF 474% $29.0M -0.04%
DFNM Dimensional National Municipal Bond ETF 376% $26.9M +0.01%
TFLR T. Rowe Price Floating Rate ETF 349% $9.2M +0.01%
JBBB Janus Henderson B-BBB CLO ETF 320% $54.7M +0.00%
SEIX Virtus Seix Senior Loan ETF 315% $13.1M +0.11%
TUA Simplify Short Term Treasury Futures Strategy ETF 313% $15.8M -0.27%

Commodities

Commodity ETFs saw steady engagement, with total volume of $8.9B (104% of average). The most notable activity occurred in the Commodity: Multi-Sector – Broad Market category (up 0.29%), largely driven by heavy turnover in CMDT (closing +0.24%). Activity also picked up in the Commodity: Focused – Industrial Metals space, with CPER (closing +1.02%) seeing elevated volumes.

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
No categories met the high-volume criteria.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund 389% $18.0M +0.24%
PPLT abrdn Physical Platinum Shares ETF 217% $121.5M +2.33%
CPER United States Copper Index Fund 184% $26.3M +1.02%
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF 166% $26.9M +0.65%
PALL abrdn Physical Palladium Shares ETF 165% $80.3M +1.17%

Crypto

Crypto ETFs recorded $6.7B in volume, operating at 91% of their 30-day average. While headline volume was moderate, the Digital Asset: Cryptocurrency – Multicoin category (up 4.73%) saw notable interest, largely driven by heavy turnover in BITW (closing +4.91%).

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
No categories met the high-volume criteria.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BITW Bitwise 10 Crypto Index ETF 167% $9.4M +4.91%

Currencies

Currency ETFs were relatively quiet, trading at 91% of their 30-day average volume ($72.8M total). The day’s primary outlier was in the Currency category (down 0.19%), largely driven by heavy turnover in FXY (closing -1.32%).

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
No categories met the high-volume criteria.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
FXY Invesco Currencyshares Japanese Yen Trust 248% $23.0M -1.32%

Alternatives

Alternative ETFs experienced a slow session, trading at just 57% of their 30-day average. No individual categories or tickers displayed significant outlier activity, resulting in a quiet day across the asset class.

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
No categories met the high-volume criteria.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
No high-activity ticker outliers for this asset class.

Non-Traditional

Non-Traditional ETFs saw volumes at 80% of their 30-day average ($31.6B total). The Non-Traditional: Buffer – Equity category (up 0.37%) attracted significant interest, trading at 145% of its average daily volume. This activity was largely driven by heavy turnover in QDEC (closing +0.81%), which experienced an exceptional surge in trading volume.

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
Non-Traditional: Buffer – Equity 145% $421.9M +0.37%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
QDEC FT Vest Nasdaq-100 Buffer ETF – December 1912% $49.7M +0.81%
PLTW Roundhill PLTR WeeklyPay ETF 239% $24.8M +6.36%
USOI UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24; 2037 219% $7.9M +1.08%
SLVO UBS AG ETRACS Silver Shares Covered Call ETN 218% $9.2M +0.55%
BUCK Simplify Treasury Option Income ETF 199% $6.7M +0.11%
IQQQ ProShares Nasdaq-100 High Income ETF 197% $5.7M +1.42%
EFAA Invesco MSCI EAFE Income Advantage ETF 185% $4.9M +0.46%
RYLD Global X Russell 2000 Covered Call ETF 181% $17.4M +0.77%
DDM ProShares Ultra Dow30 171% $43.0M +0.62%
DFEN Direxion Daily Aerospace & Defense Bull 3X Shares 157% $14.6M +8.02%

Multi-Asset

Multi-Asset ETFs saw total volume of $211.3M, reaching 123% of the 30-day average. The Asset Allocation: Specialty – Alternative Asset Sleeve category (up 1.63%) was a key driver, trading at 179% of its average volume. This activity was reinforced by heavy turnover in GDE (closing +1.10%) and YYY (closing +0.69%).

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
No categories met the high-volume criteria.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
YYY Amplify CEF High Income ETF 203% $8.0M +0.69%
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund 175% $10.6M +1.10%
AOK iShares Core 30/70 Conservative Allocation ETF 155% $10.8M +0.15%

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 volume. 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.