Fixed Income and Alternatives Attract Capital as Equity Volume Dips

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Macro Summary

Total ETF market volume registered $236.00 billion, a subdued session at just 89% of the recent 30-day average. The day’s activity was unevenly distributed, with significant capital rotation evident across asset classes. Fixed Income, Commodities, and Alternatives all saw above-average turnover, while trading in the much larger Equity space was notably muted. Digital Assets also experienced a particularly quiet session, trading at only 71% of its typical volume.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $151.65B $179.56B 84%
Fixed Income $29.99B $25.70B 117%
Commodities $6.94B $6.10B 114%
Digital Asset $3.60B $5.06B 71%
Currencies $94.5M $103.0M 92%
Alternatives $1.02B $724.9M 140%
Non-Traditional $42.49B $46.44B 91%
Multi-Asset $210.8M $241.9M 87%
Total $236.00B $263.93B 89%

Equity

Equity ETFs accounted for $151.65 billion in turnover, representing a quiet day at only 84% of their 30-day average daily volume. Pockets of activity emerged in specific categories, including Latin America (189% of ADV), Communication Services (175%), and Consumer Discretionary (149%). The session’s most remarkable activity occurred in a suite of JPMorgan funds, which saw massive volume spikes, led by JPMorgan Global Select Equity ETF Global Select Equity ETF (JGLO) at 3,442% of its ADV and JPMorgan Active Value ETF (JAVA) at 781% of its ADV.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Region – Latin America 189% $114.5M -1.23%
Equity: Sector – Communication Services 175% $1.42B -3.99%
Equity: Sector – Consumer Discretionary 149% $1.95B -3.28%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
JGLO JPMorgan Global Select Equity ETF Global Select Equity ETF 3,442% $208.2M -1.49%
JAVA JPMorgan Active Value ETF 781% $230.1M -0.72%
IHE iShares U.S. Pharmaceuticals ETF 570% $146.9M +1.34%
JGRO JPMorgan Active Growth ETF 499% $235.3M -1.45%
EUSA iShares MSCI USA Equal Weighted ETF 427% $31.5M -0.36%
JIRE JPMorgan International Research Enhanced Equity ETF 423% $114.3M -1.51%
JPEF JPMorgan Equity Focus ETF 376% $26.3M -1.14%
IXP iShares Global Comm Services ETF 364% $12.6M -3.25%
BBJP JPMorgan BetaBuilders Japan ETF 340% $294.5M -1.21%
BBIN JPMorgan BetaBuilders International Equity ETF 324% $31.1M -1.26%

Fixed Income

Fixed Income products saw elevated trading, with $29.99 billion changing hands, or 117% of the 30-day average. The session’s focus was squarely on the municipal bond space, where multiple categories saw extraordinary turnover, including Long-Term Munis (298% of ADV), High Yield Munis (255%), and Intermediate Munis (242%). Key drivers included State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) at 704% of its average volume and VanEck Intermediate Muni ETF (ITM) at 634%. Taxable High Yield was also active, trading at 158% of its norm.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Municipal – Long 298% $108.4M -0.80%
Fixed Income: Municipal – High Yield 255% $263.0M -0.75%
Fixed Income: Municipal – Intermediate 242% $2.09B -0.62%
Fixed Income: Municipal – Single State 223% $190.2M -0.67%
Fixed Income: Taxable – High Yield 158% $5.36B -0.31%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
LQDH iShares Interest Rate Hedged Corporate Bond ETF 805% $25.2M -0.20%
TFI State Street SPDR Nuveen ICE Municipal Bond ETF 704% $106.5M -0.58%
ITM VanEck Intermediate Muni ETF 634% $52.0M -0.40%
SCMB Schwab Municipal Bond ETF 521% $120.2M -0.73%
IBDT iShares iBonds Dec 2028 Term Corporate ETF 437% $63.6M -0.10%
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF 409% $10.7M +0.23%
CLOX Eldridge AAA CLO ETF 398% $16.0M -0.02%
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF 389% $10.1M -0.39%
PZA Invesco National AMT-Free Municipal Bond ETF 389% $90.4M -0.89%
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 369% $91.4M -0.78%

Commodities

Commodities ETFs posted a moderately active session, trading $6.94 billion for 114% of their recent average. The day’s activity was heavily concentrated in Energy-focused products, which traded at 225% of their typical volume. This was driven primarily by the United States Oil Fund LP (USO), which saw $1.71 billion in turnover, or 247% of its 30-day ADV, as it gained +5.86%. Other energy funds like United States Brent Oil Fund LP (BNO) and Invesco DB Oil Fund (DBO) also saw volumes well over 150% of their averages.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Commodity: Focused – Energy 225% $1.97B +2.75%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
USO United States Oil Fund LP 247% $1.71B +5.86%
CPER United States Copper Index Fund 160% $26.8M -2.48%
BNO United States Brent Oil Fund LP 153% $139.3M +4.01%
DBO Invesco DB Oil Fund 151% $14.0M +5.52%

Digital Asset

Digital Asset ETFs experienced a very quiet session, with total volume reaching only $3.60 billion, or 71% of the 30-day average. Trading was broadly subdued across the asset class, with no specific categories or individual tickers registering anomalous activity compared to their recent norms.

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 ETFs traded $94.5 million, a slightly below-average session at 92% of the 30-day ADV. Overall activity was muted, with one notable exception. The Invesco Currencyshares Japanese Yen Trust (FXY) saw a significant volume spike, trading $31.0 million, which is 337% of its recent daily 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
FXY Invesco Currencyshares Japanese Yen Trust 337% $31.0M -0.38%

Alternatives

Alternatives were a hub of activity, trading $1.02 billion for a strong 140% of their 30-day average volume. The interest was centered on volatility-linked products, with both Long Volatility (147% of ADV) and Short Volatility (163%) categories seeing heightened turnover. The ProShares Ultra VIX Short-Term Futures ETF (UVXY) was a standout, trading $273.2 million, or 171% of its typical volume, as it rallied +6.67%.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Alternative: Volatility – Short 163% $217.1M -1.97%
Alternative: Volatility – Long 147% $732.9M +4.32%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
UVXY ProShares Ultra VIX Short-Term Futures ETF 171% $273.2M +6.67%

Non-Traditional

Non-Traditional ETFs saw a slightly subdued session with $42.49 billion in volume, representing 91% of the 30-day average. Activity was concentrated in Synthetic Income strategies, with both commodity-linked (195% of ADV) and equity-linked (133%) categories seeing above-average interest. Several funds saw massive volume spikes, including FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) at 1,403% of its ADV and First Trust Nasdaq BuyWrite Income ETF (FTQI) at 946% of its average.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Non-Traditional: Synthetic Income – Commodity 195% $100.7M -1.40%
Non-Traditional: Synthetic Income – Equity 133% $2.50B -0.88%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF 1,403% $50.6M -0.67%
FTQI First Trust Nasdaq BuyWrite Income ETF 946% $48.8M -0.98%
USOI UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24; 2037 470% $48.5M +0.36%
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF 441% $54.0M -0.49%
ROCY JPMorgan Equity Premium Yield ETF 399% $17.3M -0.93%
DDM ProShares Ultra Dow30 390% $40.9M -2.07%
BUFZ FT Vest Laddered Moderate Buffer ETF 383% $13.7M -0.55%
FTHI First Trust BuyWrite Income ETF 378% $64.5M -0.59%
BUFF Innovator Laddered Allocation Power Buffer ETF 363% $14.7M -0.55%
RDVI FT Vest Rising Dividend Achievers Target Income ETF 342% $61.1M -0.52%

Multi-Asset

Multi-Asset ETFs posted a quiet day, with total volume of $210.8 million coming in at 87% of the 30-day average. Trading was unremarkable across the category, with the exception of the VanEck Real Assets ETF (RAAX), which traded $29.7 million, or 280% of its recent 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
RAAX VanEck Real Assets ETF 280% $29.7M +0.24%

Single-Stock Volume

Several widely-held single stocks experienced significant trading volume driven by corporate earnings and news. Albertsons Companies, Inc. Class A (ACI) was a major outlier, trading 490% of its average daily volume with $528.7M changing hands as its price fell -21.47%. Other notable movers included Quest Diagnostics Incorporated (DGX) at 432% of its ADV and Medpace Holdings, Inc. (MEDP) at 431%. Several mega-cap stocks held by hundreds of ETFs also saw heavy turnover, including Thermo Fisher Scientific Inc. (TMO) and Union Pacific Corporation (UNP), which traded nearly 300% of their respective averages.

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

Stock Name Activity vs ADV $ Volume 1D Return ETFs Holding
ACI Albertsons Companies, Inc. Class A 490% $528.7M -21.47% 152
DGX Quest Diagnostics Incorporated 432% $772.4M +7.23% 275
MEDP Medpace Holdings, Inc. 431% $665.7M +14.80% 180
CLF Cleveland-Cliffs Inc 369% $705.0M +16.46% 97
ROL Rollins, Inc. 348% $671.1M -9.16% 257
DOV Dover Corporation 333% $737.4M -7.82% 271
HBAN Huntington Bancshares Incorporated 297% $1.10B -4.84% 270
TMO Thermo Fisher Scientific Inc. 296% $2.98B +8.50% 349
UNP Union Pacific Corporation 283% $2.01B +5.90% 371
LMT Lockheed Martin Corporation 278% $1.68B +9.65% 375
NSC Norfolk Southern Corporation 260% $797.2M +3.59% 248
URI United Rentals, Inc. 237% $1.18B +9.76% 300
NU Nu Holdings Ltd. Class A 235% $2.43B -2.21% 137
CSX CSX Corporation 234% $1.30B +5.31% 341
WST West Pharmaceutical Services, Inc. 221% $558.9M -0.79% 267

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.