Commodity ETFs Surge on Energy Spike in Otherwise Muted Session

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Macro Summary

Total ETF market volume registered $241.66 billion, a subdued session at just 82% of the recent 30-day average. Trading was broadly quiet, with equities seeing particularly low turnover at 78% of their norm. Fixed Income activity was close to its average, while Commodities stood out with elevated volume, driven by a surge in the energy sector.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $155.26B $199.38B 78%
Fixed Income $27.01B $27.76B 97%
Commodities $7.03B $6.77B 104%
Digital Asset $4.33B $4.99B 87%
Currencies $68.7M $118.5M 58%
Alternatives $810.2M $874.6M 93%
Non-Traditional $46.96B $53.55B 88%
Multi-Asset $192.2M $257.9M 75%
Total $241.66B $293.71B 82%

Equity

Equity ETFs experienced a quiet day, trading just $155.26 billion for 78% of their 30-day average volume. Despite the overall lull, several categories saw concentrated interest, including Consumer Discretionary at 156% of its norm and Financials at 130%. A few individual funds saw massive turnover, led by the ActivePassive U.S. Equity ETF (APUE) which traded over 38 times its average. Other notable outliers included the John Hancock Multifactor Developed International ETF (JHMD) and the iShares Global Energy ETF (IXC), with activity at 1,012% and 670% of their respective averages.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Sector – Consumer Discretionary 156% $2.15B -1.62%
Equity: Global Ex-U.S. Small | Mid Cap 152% $501.3M -0.77%
Equity: Region – Asia-Pacific Ex-Japan 136% $246.7M +0.57%
Equity: U.S. Small Cap – Growth 135% $485.8M -0.94%
Equity: Sector – Financials 130% $4.58B -1.80%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
APUE ActivePassive U.S. Equity ETF 3,830% $141.1M -0.43%
JHMD John Hancock Multifactor Developed International ETF 1,012% $27.0M -0.75%
QUS State Street SPDR MSCI USA StrategicFactors ETF 966% $25.4M -0.71%
IXC iShares Global Energy ETF 670% $347.2M +1.58%
DBJP Xtrackers MSCI Japan Hedged Equity ETF 574% $32.4M -0.34%
PXF Invesco RAFI Developed Markets ex-U.S. ETF 371% $26.5M -0.51%
SPGP Invesco S&P 500 GARP ETF 368% $25.1M -1.24%
SMDV ProShares Russell 2000 Dividend Growers ETF 357% $12.0M -1.47%
PXH Invesco RAFI Emerging Markets ETF 352% $25.6M +1.37%
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 349% $17.8M +0.76%

Fixed Income

Fixed Income volume was nearly perfectly aligned with recent trends, totaling $27.01 billion for 97% of its 30-day average. Pockets of heightened activity were seen in Emerging Market USD debt, which traded at 163% of its norm, alongside Defined Maturity and Intermediate Municipal bond funds. Specific ETFs with outsized volume included the John Hancock Core Bond ETF (JHCR) at 855% of its average and the WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) at 691%.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Taxable – Emerging USD 163% $1.01B -0.22%
Fixed Income: Specialty – Defined Maturity 145% $446.3M -0.13%
Fixed Income: Municipal – Intermediate 141% $1.26B -0.26%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
JHCR John Hancock Core Bond ETF 855% $32.0M -0.18%
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 691% $36.5M -0.20%
YEAR AB Ultra Short Income ETF 556% $38.6M -0.02%
CGUI Capital Group Ultra Short Income ETF 517% $13.5M -0.08%
XEMD BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF 431% $33.5M -0.20%
FTCB First Trust Core Investment Grade ETF 400% $53.4M +0.14%
IBTJ iShares iBonds Dec 2029 Term Treasury ETF 319% $17.8M -0.12%
FTRB Federated Hermes Total Return Bond ETF 316% $8.4M -0.22%
IBTK iShares iBonds Dec 2030 Term Treasury ETF 276% $10.4M -0.17%
EVMO Eaton Vance Mortgage Opportunities ETF 272% $8.2M -0.26%

Commodities

Commodities were a bright spot for activity, trading $7.03 billion, or 104% of their recent average. The session was dominated by focused Energy products, which saw turnover at 192% of their norm. The United States Oil Fund LP (USO) traded more than double its usual volume at $1.49 billion. The Harbor Commodity All-Weather Strategy ETF (HGER) also saw a significant spike in interest, trading 575% of its average.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Commodity: Focused – Energy 192% $1.75B +2.42%
Commodity: Multi-Sector – Broad Market 154% $463.7M +1.26%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
HGER Harbor Commodity All-Weather Strategy ETF 575% $218.7M +2.28%
USO United States Oil Fund LP 216% $1.49B +3.68%

Digital Asset

Digital Asset ETFs saw a below-average session with $4.33 billion in total volume, representing 87% of the 30-day trend. Category-level activity was unremarkable. The only notable fund-level outlier was the Bitwise Solana Staking ETF (BSOL), which traded 174% 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
BSOL Bitwise Solana Staking ETF 174% $47.2M -4.71%

Currencies

Currency ETF activity was exceptionally light, with just $68.7 million changing hands, a mere 58% of the 30-day average. No specific categories or individual funds registered significant deviations from their typical trading patterns.

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 posted a quiet session, trading $810.2 million for 93% of their recent average volume. Activity was balanced across the asset class, with no specific categories or funds showing unusual turnover.

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.

Non-Traditional

Non-Traditional ETFs, which include leveraged, inverse, and buffered products, recorded $46.96 billion in volume, or 88% of their 30-day average. While no categories stood out, several individual ETFs saw heavy trading. The FT Vest U.S. Equity Moderate Buffer ETF – June (GJUN) traded over five times its norm. Other active funds included the Tradr 2X Long Innovation 100 Monthly ETF (MQQQ) and the ProShares Ultra Bloomberg Crude Oil (UCO), which saw volume spikes of 431% and 237%, respectively.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
GJUN FT Vest U.S. Equity Moderate Buffer ETF – June 505% $35.9M -0.06%
MQQQ Tradr 2X Long Innovation 100 Monthly ETF 431% $65.6M +0.44%
TDVI FT Vest Technology Dividend Target Income ETF 273% $8.4M +0.60%
DDM ProShares Ultra Dow30 250% $24.4M -2.36%
UCO ProShares Ultra Bloomberg Crude Oil 237% $251.4M +5.78%
SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF 196% $7.0M -1.35%
SNDU T-REX 2X Long SNDK Daily Target ETF 174% $208.3M +11.12%
UWM ProShares Ultra Russell2000 162% $31.4M -2.14%
KORU Direxion Daily MSCI South Korea Bull 3X ETF 160% $1.29B +1.77%
FTQI First Trust Nasdaq BuyWrite Income ETF 157% $7.4M +0.27%

Multi-Asset

Multi-Asset ETFs saw subdued turnover at $192.2 million, just 75% of their recent daily average. The lone standout was the Return Stacked U.S. Stocks & Managed Futures ETF (RSST), which traded at 312% 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
RSST Return Stacked U.S. Stocks & Managed Futures ETF 312% $11.4M -0.15%

Single-Stock Volume

Several single stocks experienced exceptionally high trading volumes. Crinetics Pharmaceuticals Inc (CRNX) and Penguin Solutions Incorporation (PENG) led the way, trading 543% and 532% of their respective 30-day averages on over $1 billion in volume each. Mega-cap names also saw a surge, with Alibaba Group Holding Limited Sponsored ADR (BABA) trading $4.02 billion (331% of ADV) and Rivian Automotive, Inc. Class A (RIVN) trading $1.69 billion (310% of ADV). Other widely-held stocks with notable activity included Synchrony Financial (SYF) and Occidental Petroleum Corporation (OXY), held by 304 and 288 ETFs respectively.

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

Stock Name Activity vs ADV $ Volume 1D Return ETFs Holding
CRNX Crinetics Pharmaceuticals Inc 543% $1.39B +0.09% 74
PENG Penguin Solutions Incorporation 532% $1.05B +24.92% 94
BABA Alibaba Group Holding Limited Sponsored ADR 331% $4.02B +11.37% 82
RIVN Rivian Automotive, Inc. Class A 310% $1.69B +0.73% 162
SYF Synchrony Financial 236% $559.5M -9.43% 304
QXO QXO, Inc. 236% $788.0M -3.57% 114
OXY Occidental Petroleum Corporation 200% $984.5M +3.55% 288
VALE Vale S.A. Sponsored ADR 182% $581.0M -4.09% 58
CFG Citizens Financial Group, Inc. 178% $515.8M -4.51% 283
AKAM Akamai Technologies, Inc. 161% $790.3M +11.66% 251
BKR Baker Hughes Company Class A 153% $726.2M +5.00% 345
AAL American Airlines Group Inc. 150% $2.80B -4.07% 111

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.