Commodities and Multi-Asset Funds See Elevated Trading in Muted Session

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Macro Summary

Total ETF market volume was subdued, reaching $204.11 billion, which represents just 79% of the recent 30-day average daily volume. The session was characterized by divergent activity across asset classes. While major segments like Equity and Digital Assets experienced significantly below-average turnover, trading was concentrated in Commodities and Multi-Asset funds, which saw volume spike to 130% and 155% of their respective norms, suggesting targeted investor positioning in an otherwise quiet market.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $130.45B $173.79B 75%
Fixed Income $25.11B $27.26B 92%
Commodities $7.35B $5.64B 130%
Digital Asset $2.30B $4.69B 49%
Currencies $69.4M $110.7M 63%
Alternatives $604.1M $749.4M 81%
Non-Traditional $37.88B $46.81B 81%
Multi-Asset $347.5M $223.9M 155%
Total $204.11B $259.28B 79%

Equity

Equity ETFs saw a very quiet day, with total volume of $130.45 billion translating to only 75% of the 30-day average. Despite the overall lull, certain categories attracted notable interest, including Eurozone equities (143% of ADV), Global Ex-U.S. Large Cap Value funds (139%), and Utilities sector ETFs (136%). Several individual funds experienced extreme turnover, led by the Xtrackers S&P 500 Scored & Screened ETF (SNPE) at 1,104% of its average, and the Cambria Emerging Shareholder Yield ETF (EYLD) at 967% of its typical volume.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Region – Eurozone 143% $535.8M +0.07%
Equity: Global Ex-U.S. Large Cap – Value 139% $1.10B +0.18%
Equity: Sector – Utilities 136% $1.30B -0.44%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
SNPE Xtrackers S&P 500 Scored & Screened ETF 1,104% $179.9M -0.14%
EYLD Cambria Emerging Shareholder Yield ETF 967% $37.1M +0.41%
GVAL Cambria Global Value ETF 767% $40.0M +0.04%
PTLC Pacer Trendpilot US Large Cap ETF 492% $26.7M -0.20%
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 473% $33.3M -0.38%
GSLC TR Activebeta US Large Cap Equity ETF 449% $228.1M -0.17%
FDD First Trust Stoxx European Select Dividend Index Fund 364% $10.7M +0.05%
IHAK iShares Cybersecurity & Tech ETF 340% $36.9M -0.36%
DGRW WisdomTree US Quality Dividend Growth Fund 332% $168.2M +0.11%
AVNM Avantis All International Markets Equity ETF 289% $14.8M -0.26%

Fixed Income

Fixed Income ETF trading was nearly in line with recent trends, totaling $25.11 billion for 92% of its 30-day average volume. Activity was concentrated in specific niches, with Convertible bond funds trading at 148% of their average, followed by Single State Municipal (138%) and Defined Maturity (128%) categories. The session’s standout was the Invesco BulletShares 2028 Corporate Bond ETF (BSCS), which saw extraordinary volume at 998% of its norm. The Hartford Total Return Bond ETF (HTRB) also saw a significant spike in activity, trading 665% of its average.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Taxable – Convertible 148% $203.9M -1.10%
Fixed Income: Municipal – Single State 138% $132.8M -0.07%
Fixed Income: Specialty – Defined Maturity 128% $396.0M -0.14%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BSCS Invesco BulletShares 2028 Corporate Bond ETF 998% $105.9M -0.05%
HTRB Hartford Total Return Bond ETF 665% $38.7M -0.33%
JCPI JPMorgan Inflation Managed Bond ETF 542% $14.6M +0.12%
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF 509% $25.1M -0.25%
MUNY Vanguard New York Tax-Exempt Bond ETF 428% $23.1M +0.01%
NYF iShares New York Muni Bond ETF 387% $29.1M +0.01%
PTRB PGIM Total Return Bond ETF 349% $20.8M -0.26%
XAGG Eaton Vance Income Opportunities ETF 309% $36.8M -0.15%
CGSD Capital Group Short Duration Income ETF 249% $28.8M -0.16%
SHYM iShares Short Duration High Yield Muni Active ETF 245% $10.3M -0.16%

Commodities

Commodities were a key area of activity, with the asset class trading $7.35 billion, or 130% of its 30-day average. The interest was broad-based, as both Broad Market multi-sector funds (150% of ADV) and Precious Metals products (140%) saw elevated turnover. The widely-held SPDR Gold Shares (GLD) traded a heavy $3.75 billion at 155% of its average. Other notable movers included the Harbor Commodity All-Weather Strategy ETF (HGER) at 262% of its norm and the Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) at 186%.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Commodity: Multi-Sector – Broad Market 150% $526.4M +0.77%
Commodity: Focused – Precious Metals 140% $5.88B -0.17%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
HGER Harbor Commodity All-Weather Strategy ETF 262% $139.9M +0.66%
BAR GraniteShares Gold Shares 239% $18.3M +0.02%
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 186% $256.8M +1.82%
GLDM SPDR Gold Minishares Trust of beneficial interest 184% $480.7M -0.12%
UNG United States Natural Gas Fund LP 161% $125.7M -1.19%
SIVR abrdn Physical Silver Shares ETF 155% $78.2M -0.66%
GLD SPDR Gold Shares 155% $3.75B -0.12%

Digital Asset

The Digital Asset space was exceptionally quiet, with volume of $2.30 billion representing just 49% of the 30-day average. Activity was muted across the category with no specific themes driving turnover. The only fund to see significantly higher-than-average volume was the Morgan Stanley Bitcoin Trust ETF (MSBT), which traded 170% of its typical daily 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
MSBT Morgan Stanley Bitcoin Trust ETF 170% $14.9M -0.70%

Currencies

Currency ETFs saw a quiet session with total volume of only $69.4 million, or 63% of the 30-day average. There were no categories or individual funds with notable activity, indicating a general lack of catalysts or investor interest 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.

Alternatives

Alternatives ETFs traded $604.1 million, a below-average session at 81% of the 30-day norm. The asset class lacked a clear theme, with most funds trading near or below their typical volumes. The one exception was the First Trust Multi-Strategy Alternative ETF (LALT), which saw a notable pickup in trading at 188% of its average.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
LALT First Trust Multi-Strategy Alternative ETF 188% $14.3M +0.21%

Non-Traditional

Non-Traditional ETFs, which include leveraged, inverse, and defined outcome products, posted volume of $37.88 billion, or 81% of their 30-day average. While overall activity was subdued, several defined outcome funds saw heightened interest, including the Innovator U.S. Equity Power Buffer ETF – August (PAUG) at 268% of its ADV. The leveraged ProShares Ultra Gold (UGL) also saw increased turnover at 167% of its norm, trading in sympathy with the broader commodities complex.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
PAUG Innovator U.S. Equity Power Buffer ETF – August 268% $16.3M -0.13%
BUFQ FT Vest Laddered Nasdaq Buffer ETF 202% $10.5M -0.05%
BUFF Innovator Laddered Allocation Power Buffer ETF 199% $9.4M -0.02%
OMAH VistaShares Target 15 Berkshire Select Income ETF 171% $31.1M -0.35%
UGL ProShares Ultra Gold 167% $123.4M -0.29%
ACYN FT Vest Laddered Autocallable Barrier & Income ETF 164% $61.2M -0.29%
GPIX Goldman Sachs S&P 500 Premium Income ETF 153% $84.3M -0.15%

Multi-Asset

Multi-Asset ETFs were a significant outlier, with trading volume of $347.5 million surging to 155% of the 30-day average. This heightened activity was driven almost entirely by the Global Macro target risk category, which experienced a massive surge in turnover, trading at 646% of its recent average. This suggests a specific, strategic interest in funds employing broad, top-down asset allocation strategies.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Asset Allocation: Target Risk – Global Macro 646% $169.3M -0.13%

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Single-Stock Volume

Activity in single stocks was marked by several extreme movers. Wing Yip Food Holdings Group Limited Sponsored ADR (WYHG) saw astronomical volume at over 86,000% of its 30-day average. Other notable names included ClearOne, Inc. (CLRO) at 970% of ADV and Chime Financial, Inc. Class A (CHYM) at 811% of its average on over $1 billion in turnover. Several widely-held stocks also saw heavy trading, including Honeywell Aerospace Inc (HONA), a constituent in 291 ETFs, which traded 436% of its average volume, and Datadog, Inc. Class A (DDOG), held by 418 ETFs, which saw volume reach 303% of its norm.

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

Stock Name Activity vs ADV $ Volume 1D Return ETFs Holding
WYHG Wing Yip Food Holdings Group Limited Sponsored ADR 86,017% $504.8M +168.69%
CLRO ClearOne, Inc. 970% $590.8M +155.73% 2
CHYM Chime Financial, Inc. Class A 811% $1.03B +20.18% 59
U Unity Software, Inc. 678% $1.61B +14.61% 114
PAYC Paycom Software, Inc. 664% $799.4M +25.14% 159
INSM Insmed Incorporated 510% $1.50B +33.31% 166
HUBS HubSpot, Inc. 501% $1.68B -19.21% 186
BROS Dutch Bros, Inc. Class A 443% $823.5M -18.70% 103
HONA Honeywell Aerospace Inc 436% $3.03B -23.33% 291
CELH Celsius Holdings, Inc. 432% $1.01B -18.17% 112
CACI CACI International Inc Class A 395% $505.7M +21.30% 139
CLS Celestica Inc. 342% $2.71B -13.06% 8
SOUN SoundHound AI, Inc Class A 308% $609.9M +9.95% 55
DDOG Datadog, Inc. Class A 303% $3.28B -18.63% 418
MELI MercadoLibre, Inc. 295% $2.01B -4.81% 232

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.