ETF Action Recap: Synthetic Income Tops $163B; Goldman Gathers Assets, YBTC Bleeds

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Weekly Channel Summary

The Synthetic Income channel, as of October 31, 2025, encompasses 290 ETFs from 61 issuers, with total assets under management (AUM) standing at $163 billion. Over the past week, the channel saw net inflows of $740 million, bringing year-to-date (YTD) net flows to $59.49 billion and one-year net flows to $70.32 billion.

This Week’s Performance Leaders and Laggards

This past week saw varied performance across the Synthetic Income ETF landscape. The top-performing ETFs were concentrated in macro and technology-focused strategies, while laggards were primarily found in commodity and real estate-focused funds.

Top & Bottom 5 ETFs by Weekly Performance

The week’s standout performer was the VistaShares Target 15 DRUKMacro Distribution ETF (DRKY), which gained 3.26%. On the other end of the spectrum, the Simplify Gold Strategy PLUS Income ETF (YGLD) was the worst performer with a -4.68% return, followed by the Materials Select Sector SPDR Premium Income Fund (XLBI) at -3.35%.

Ticker Fund Name WTD Performance
Top Performers
DRKY VistaShares Target 15 DRUKMacro Distribution ETF 3.26%
SOXY YieldMax Target 12 Semiconductor Option Income ETF 2.99%
GPTY YieldMax AI & Tech Portfolio Option Income ETF 2.79%
KQQQ Kurv Technology Titans Select ETF 2.69%
QLDY Defiance Nasdaq 100 LightningSpread Income ETF 2.50%
Bottom Performers
YGLD Simplify Gold Strategy PLUS Income ETF -4.68%
XLBI Materials Select Sector SPDR Premium Income Fund -3.35%
SRHR SRH REIT Covered Call ETF -3.32%
XLSI Consumer Staples Select Sector SPDR Premium Income Fund -3.18%
NDIV Amplify Natural Resources Dividend Income ETF -3.14%

Analyzing the Weekly Flows

The Synthetic Income channel recorded $717 million in total net inflows this past week. The ‘Synthetic Income – Equity’ category led the way, attracting $663 million in new assets and holding a total AUM of $142.36 billion. Other categories like ‘Synthetic Income – Single Stock’ ($105M) and ‘Synthetic Income – Fixed Income’ ($101M) also saw positive inflows. The ‘Synthetic Income – Crypto’ category experienced the largest outflows, shedding $169 million.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Synthetic Income – Equity 150 $142,359M $663M $2,594M $10,782M $42,423M $50,377M
Synthetic Income – Single Stock 81 $13,400M $105M $1,061M $2,737M $13,391M $16,076M
Synthetic Income – Fixed Income 18 $4,282M $101M $269M $563M $1,207M $1,211M
Synthetic Income – Commodity 11 $1,372M $16M $125M $347M $558M $588M
Synthetic Income – Multi-Asset 3 $193M $2M $2M $8M $32M $41M
Synthetic Income – Crypto 19 $1,854M ($169M) $271M $992M $1,841M $1,992M

Top & Bottom 5 ETFs by 5-Day Flow

Individually, the Goldman Sachs S&P 500 Premium Income ETF (GPIX) led inflows with $129 million. The largest outflows came from the Roundhill Bitcoin Covered Call Strategy ETF (YBTC), which saw $256 million in redemptions, followed by the YieldMax Ultra Option Income Strategy ETF (ULTY) with $136 million in outflows.

Ticker Fund Name 5-Day Flow
Inflows
GPIX Goldman Sachs S&P 500 Premium Income ETF $129M
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $120M
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $112M
JEPI JPMorgan Equity Premium Income ETF $69M
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF $64M
Outflows
YBTC Roundhill Bitcoin Covered Call Strategy ETF ($256M)
ULTY YieldMax Ultra Option Income Strategy ETF ($136M)
QQQI NEOS Nasdaq 100 High Income ETF ($70M)
QYLD Global X NASDAQ 100 Covered Call ETF ($46M)
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF ($39M)

Issuer League Table Update

JPMorgan remains the dominant issuer in the Synthetic Income space, commanding 44.46% of the market’s AUM, followed by YieldMax at 9.65%. This week, Goldman Sachs gathered the most new assets with $249 million in inflows. Among the top 5 issuers by AUM, YieldMax saw the largest outflows at $130 million, followed by Global X with $55 million in outflows.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 3 $72.69B 44.46%
YieldMax 57 $15.77B 9.65%
Neos 13 $14.76B 9.02%
Global X 15 $12.79B 7.82%
FT Vest 11 $7.46B 4.56%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Goldman Sachs $249M
JPMorgan $182M
iShares $84M
Outflows
YieldMax -$130M
Roundhill -$108M
Global X -$55M

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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.