ETF Volumes Subdued Despite Pockets of Intense Single-Fund Activity

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Macro Summary

Total ETF market volume was exceptionally light, reaching just $178.40 billion, a mere 61% of the 30-day average daily volume. The subdued tone was pervasive across nearly all asset classes, with Equity, Commodities, and Alternatives all trading below 60% of their recent norms. Despite the broad lack of participation, several individual funds across asset classes saw massive, concentrated turnover, creating notable outliers in an otherwise quiet session.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $111.62B $199.52B 56%
Fixed Income $19.54B $27.96B 70%
Commodities $3.95B $6.79B 58%
Digital Asset $4.40B $5.01B 88%
Currencies $80.9M $117.5M 69%
Alternatives $423.9M $874.7M 48%
Non-Traditional $38.18B $53.17B 72%
Multi-Asset $209.8M $254.5M 82%
Total $178.40B $293.69B 61%

Equity

Equity ETFs saw turnover of $111.62 billion, representing only 56% of their recent average in a broadly muted session for the asset class. The standout category was Global Ex-U.S. Small | Mid Cap, which traded at an elevated 227% of its 30-day average. Individual fund activity was highly concentrated, led by Vanguard U.S. Multifactor ETF (VFMF) which saw an extraordinary 2,754% of its average volume. Other significant outliers included State Street SPDR S&P Global Infrastructure ETF (GII) at 1,134% of its norm and Avantis International Small Cap Value ETF (AVDV), which traded $304.7 million at 363% of its average.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Global Ex-U.S. Small | Mid Cap 227% $770.2M +0.14%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
VFMF Vanguard U.S. Multifactor ETF 2,754% $119.9M +0.98%
GII State Street SPDR S&P Global Infrastructure ETF 1,134% $33.7M -0.35%
MODL VictoryShares WestEnd U.S. Sector ETF 518% $16.1M +0.84%
IMCB iShares Morningstar Mid-Cap ETF 452% $13.6M +0.73%
AVDV Avantis International Small Cap Value ETF 363% $304.7M +0.08%
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 354% $132.9M -0.06%
EPP iShares MSCI Pacific ex-Japan ETF 348% $59.9M +0.59%
EWQ iShares MSCI France ETF 331% $46.3M +0.27%
HEWJ iShares Currency Hedged MSCI Japan ETF 328% $15.8M +1.12%
HACK Amplify Cybersecurity ETF 320% $48.9M +2.74%

Fixed Income

Fixed Income ETFs posted $19.54 billion in volume, or 70% of their 30-day average, in a session that was quiet overall but marked by significant single-fund turnover. No specific categories saw outsized interest, but several individual ETFs experienced massive volume spikes. Dimensional Global Core Plus Fixed Income ETF (DFGP) was the clear leader, trading $250.5 million for an incredible 1,213% of its daily average. Other notable movers included Angel Oak Income ETF (CARY) and BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD), which saw activity at 674% and 659% of their respective norms.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
DFGP Dimensional Global Core Plus Fixed Income ETF 1,213% $250.5M +0.15%
CARY Angel Oak Income ETF 674% $43.5M +0.05%
XEMD BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF 659% $58.4M +0.07%
SPAB State Street SPDR Portfolio Aggregate Bond ETF 524% $254.6M +0.14%
BAB Invesco Taxable Municipal Bond ETF 520% $25.9M +0.28%
FISR State Street Fixed Income Sector Rotation ETF 388% $16.9M +0.24%
FLCB Franklin U.S Core Bond ETF 304% $34.7M +0.05%
RAVI FlexShares Ultra-Short Income Fund 280% $19.8M +0.02%
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF 262% $7.1M +0.09%
MFSB MFS Active Core Plus Bond ETF 248% $6.9M +0.06%

Commodities

Commodities ETFs registered a quiet $3.95 billion in turnover, just 58% of the asset class’s 30-day average volume. While the broader category was subdued, activity was highly concentrated in a few specific products. State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) saw an exceptional $100.7 million change hands, representing 1,673% of its typical volume. Separately, United States Natural Gas Fund LP (UNG) saw elevated turnover at 168% of its average as the fund declined -6.59%.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
CERY State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF 1,673% $100.7M -0.63%
DJP iPath Bloomberg Commodity Index Total Return ETN 429% $16.7M -0.71%
UNG United States Natural Gas Fund LP 168% $114.5M -6.59%

Digital Asset

Digital Asset ETFs traded $4.40 billion, reaching 88% of their 30-day average volume. Activity was slightly below the recent trend but was the closest to its norm among all major asset classes. No specific funds or categories demonstrated unusually high trading interest during the session.

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.

Currencies

Currency ETF volume was muted, with just $80.9 million traded, or 69% of the 30-day average. There were no notable high-volume categories or individual fund outliers to report 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 were the quietest corner of the market, with volume reaching only $423.9 million, a mere 48% of the 30-day average. Trading was broadly subdued with no significant activity in any specific categories or funds.

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 saw $38.18 billion in volume, representing 72% of their recent daily average. Activity was focused on leveraged and buffered products. ProShares Ultra Bloomberg Natural Gas (BOIL) traded a heavy $224.7 million, or 243% of its ADV, as it fell -11.47%. Direxion Daily META Bull 2X ETF (METU) also saw significant interest, trading $238.9 million at 173% of its average. Innovator U.S. Equity Power Buffer ETF – July (PJUL) led the group by activity, trading at 279% of its norm.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
PJUL Innovator U.S. Equity Power Buffer ETF – July 279% $19.6M +0.40%
BOIL ProShares Ultra Bloomberg Natural Gas 243% $224.7M -11.47%
QJUN FT Vest Nasdaq-100 Buffer ETF – June 208% $6.7M +1.19%
TDVI FT Vest Technology Dividend Target Income ETF 191% $6.3M +1.18%
METU Direxion Daily META Bull 2X ETF 173% $238.9M +8.80%
DDM ProShares Ultra Dow30 171% $17.8M +0.44%
IQQQ ProShares Nasdaq-100 High Income ETF 153% $4.8M +1.66%

Multi-Asset

Multi-Asset ETFs recorded $209.8 million in turnover, or 82% of their 30-day average. While overall activity was below the recent trend, a couple of funds saw elevated interest. State Street Multi-Asset Real Return ETF (RLY) traded at 244% of its average, while Return Stacked U.S. Stocks & Managed Futures ETF (RSST) saw 203% 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
RLY State Street Multi-Asset Real Return ETF 244% $19.1M -0.39%
RSST Return Stacked U.S. Stocks & Managed Futures ETF 203% $7.4M +0.66%

Single-Stock Volume

Several single stocks experienced extraordinary trading volumes, standing in stark contrast to the quiet ETF market. Julong Holding Limited Class A (JLHL) saw an astronomical 83,195% of its average daily volume, trading $1.92 billion. The biotechnology and pharmaceutical sector was also a hotbed of activity, with Ionis Pharmaceuticals, Inc. (IONS), BridgeBio Pharma, Inc. (BBIO), and Alnylam Pharmaceuticals, Inc (ALNY) all trading over 500% of their respective 30-day averages. Many of these names are widely held across the ETF landscape, with ALNY held by 252 ETFs and IONS held by 130 ETFs, amplifying their market impact.

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

Stock Name Activity vs ADV $ Volume 1D Return ETFs Holding
JLHL Julong Holding Limited Class A 83,195% $1.92B +799.80% 1
IONS Ionis Pharmaceuticals, Inc. 891% $1.27B -23.75% 130
BBIO BridgeBio Pharma, Inc. 710% $1.72B +16.25% 105
QGEN QIAGEN NV 588% $517.8M +11.18% 73
ALNY Alnylam Pharmaceuticals, Inc 527% $1.76B -3.25% 252
AZN AstraZeneca PLC 329% $1.15B -5.58% 11
PENG Penguin Solutions Incorporation 301% $696.8M +4.17% 94
CRNX Crinetics Pharmaceuticals Inc 231% $701.5M +0.13% 74
OPEN Opendoor Technologies Inc 231% $572.5M +10.33% 61
TD Toronto-Dominion Bank 213% $614.5M +0.99% 1
RIVN Rivian Automotive, Inc. Class A 213% $1.28B +9.99% 163
MARA MARA Holdings, Inc. 184% $981.4M +10.39% 112
YUM Yum! Brands, Inc. 174% $604.2M -1.77% 306
NU Nu Holdings Ltd. Class A 170% $1.22B +2.09% 137

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.