Capital Group Dominates Flows as Alts Surge

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Weekly Channel Summary

The Multi-Asset channel, currently managing $31B across 135 ETFs and 77 issuers, saw continued activity this past week. The channel brought in $0.16B in net inflows over the last 5 days, contributing to a robust $6.98B in YTD inflows and $7.16B over the past year.

This Week’s Performance Leaders and Laggards

Performance across the Multi-Asset landscape was generally positive this week. The Alternative Asset Sleeve category led the pack with a Week-to-Date (WTD) return of 2.12%, bolstered by its impressive YTD gain of 39.93%. Real Assets also performed well, posting a 2.01% return. On the other end of the spectrum, the Conservative category lagged with a modest 0.66% return, though it remains up 9.40% YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Alt Asset Sleeve 2.12% 3.17% 3.59% 18.00% 39.93% 36.86%
Real Assets 2.01% 2.87% 5.21% 13.88% 28.02% 27.68%
Global Macro 1.41% 2.14% 4.11% 10.51% 15.12% 13.57%
Target Date 1.17% 1.84% 4.12% 11.01% 19.77% 17.93%
Aggressive 1.15% 1.81% 4.39% 11.24% 20.00% 18.09%
Moderate 1.10% 1.04% 4.44% 10.35% 17.33% 16.07%
Growth 0.92% 1.59% 3.16% 9.41% 15.24% 13.59%
MultiAsset- Income 0.68% 0.61% 1.60% 5.47% 10.45% 9.62%
Conservative 0.66% 0.69% 2.20% 5.49% 9.40% 8.87%

Top & Bottom 5 ETFs by Weekly Performance

Individual ETF performance was highlighted by the GDMN (WisdomTree Efficient Gold Plus Gold Miners Strategy Fund), which surged 7.17% this week. In contrast, the BITS (Global X Blockchain & Bitcoin Strategy ETF) and HECO (SPDR Galaxy Hedged Digital Asset Ecosystem ETF) struggled, posting losses of -2.10% and -0.88% respectively.

Ticker Fund Name WTD Performance
Top Performers
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund 7.17%
BEGS Rareview 2x Bull Cryptocurrency & Precious Metals ETF 5.92%
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund 4.63%
HFGM Unlimited HFGM Global Macro ETF 4.01%
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF 3.91%
Bottom Performers
BITS Global X Blockchain & Bitcoin Strategy ETF -2.10%
HECO SPDR Galaxy Hedged Digital Asset Ecosystem ETF -0.88%
RSBA Return Stacked Bonds & Merger Arbitrage ETF 0.08%
TYLD Cambria Tactical Yield ETF 0.08%
RSBY Return Stacked Bonds & Futures Yield ETF 0.14%

Analyzing the Weekly Flows

The channel attracted a total of $156M in net inflows over the past 5 days. Target Risk – Growth was the primary driver, pulling in $99M, adding to its dominant $8.84B AUM base. Specialty – Alternative Asset Sleeve also saw meaningful interest with $19M in inflows. Conversely, Target Risk – Global Macro saw the largest outflows, shedding $14M during the period.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Target Risk – Growth 11 $8.84B $99M $437M $1,152M $3,179M $3,263M
Specialty – Alternative Asset Sleeve 24 $4.08B $19M $86M $264M $696M $699M
Target Risk – Moderate 20 $3.37B $18M $96M $161M $40M $62M
Specialty – Multi-Asset Income 25 $4.97B $12M $18M $216M $855M $863M
Target Risk – Aggressive 2 $3.01B $9M $37M $89M $257M $276M
Specialty Real Assets 4 $1.52B $8M ($33M) $158M $675M $675M
Target Risk – Target Date 10 $0.39B $6M $23M $70M $214M $215M
Target Risk – Conservative 6 $1.17B ($3M) $12M $72M ($31M) $14M
Target Risk – Global Macro 30 $3.76B ($14M) $48M $743M $1,059M $1,062M

Top & Bottom 5 ETFs by 5-Day Flow

The CGBL (Capital Group Core Balanced ETF) dominated inflows, gathering $91M this week. On the outflow side, the MOOD (Relative Sentiment Tactical Allocation ETF) and NTSX (WisdomTree U.S. Efficient Core Fund) saw the most assets leave, shedding $23M and $11M respectively.

Ticker Fund Name 5-Day Flow
Inflows
CGBL Capital Group Core Balanced ETF $91M
INCM Franklin Income Focus ETF Income Focus ETF $14M
GLDB IDX Alternative FIAT ETF $11M
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund $10M
LOTI Liberty One Tactical Income ETF $9M
Outflows
MOOD Relative Sentiment Tactical Allocation ETF ($23M)
NTSX WisdomTree U.S. Efficient Core Fund ($11M)
MFUL Collaborative Investment – Mindful Conservative ETF ($5M)
LCR Leuthold Core Exchange Traded Fund ($5M)
HNDL Strategy Shares Nasdaq 7HANDL Index ETF ($3M)

Issuer League Table Update

iShares continues to hold the top spot in the channel with a commanding 28.63% market share, followed by Capital Group at 14.25%. Capital Group also led the way in weekly flows, gathering $91M, while Relative Sentiment experienced the most significant outflows of $23M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 19 $8.92B 28.63%
Capital Group 1 $4.44B 14.25%
WisdomTree 6 $2.58B 8.27%
SPDR 5 $1.76B 5.66%
Return Stacked 7 $1.10B 3.53%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Capital Group $91M
iShares $20M
Franklin $14M
Outflows
Relative Sentiment ($23M)
Mohr Funds ($5M)
Leuthold ($5M)

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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.