Growth and Alts Power a $237M Week for Multi-Asset ETFs

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Weekly Channel Summary

The Multi-Asset ETF channel ended the week with a total Assets Under Management (AUM) of $32B, distributed across 136 ETFs from 78 issuers. The channel remains a focal point for diversified investors, attracting $237M in net new flows over the last 5 days. This brings the Year-To-Date (YTD) flow total to $508M, contributing to a robust 1-year flow figure of $7.64B.

This Week’s Performance Leaders and Laggards

Target Risk Performance

Target Risk strategies showed modest gains this week. The Moderate category led the group with a 0.71% return, benefiting from a balanced recovery in both equity and fixed-income components. Conversely, Aggressive strategies were the laggards, posting a marginal gain of 0.07% as high-beta volatility weighed on performance.

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Moderate 0.71% 3.59% 3.84% 11.19% 2.81% 16.39%
Global Macro 0.60% 4.05% 4.78% 12.28% 3.41% 16.46%
Growth 0.26% 2.93% 4.30% 10.36% 2.41% 16.00%
Conservative 0.16% 1.45% 1.95% 5.93% 1.04% 9.71%
Aggressive 0.07% 2.80% 5.19% 11.56% 1.98% 21.38%
Top 5 Target Risk ETFs (WTD)
Ticker Fund Name WTD
GDMA Gadsden Dynamic Multi-Asset ETF 2.39%
RULE Adaptive Core ETF 2.36%
MOOD Relative Sentiment Tactical Allocation ETF 2.12%
KNOW Fundamentals First ETF 1.85%
HECA Hedgeye Capital Allocation ETF 1.74%
Bottom 5 Target Risk ETFs (WTD)
DRAI Draco Evolution AI ETF -0.36%
LCR Leuthold Core Exchange Traded Fund -0.33%
TSPX Twin Oak Active Opportunities ETF -0.25%
BAMO Brookstone Opportunities ETF -0.18%
XRLX FundX Investment Conservative ETF -0.18%

Specialty Performance

Specialty strategies outperformed broader target risk models this week. Real Assets led the charge with a 1.93% return, driven by inflationary hedges and commodity exposure. Multi-Asset Income also performed well, gaining 0.72%, as high-yield closed-end funds and alternative income streams remained resilient.

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Real Assets 1.93% 6.44% 6.08% 16.75% 5.21% 27.38%
Multi-Asset Income 0.72% 2.82% 3.97% 6.50% 2.18% 10.62%
Top 5 Specialty ETFs (WTD)
Ticker Fund Name WTD
PPI Astoria Real Assets ETF 2.89%
RAAX VanEck Real Assets ETF 2.57%
HIPS GraniteShares HIPS US High Income ETF 2.42%
HYIN WisdomTree Private Credit and Alternative Income Fund 2.07%
RLY State Street Multi-Asset Real Return ETF 1.98%
Bottom 5 Specialty ETFs (WTD)
CANQ Calamos Nasdaq Equity & Income ETF -0.47%
YFYA Yields for You Income Strategy A ETF 0.07%
CEFD ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund 0.13%
PCEF Invesco CEF Income Composite ETF 0.13%
THRV Prospera Income ETF 0.14%

Alternative Asset Sleeve Performance

The Alternative Asset Sleeve category was the highest-performing category overall, surging 2.60% this week. Gains were primarily fueled by managed futures and gold-overlay strategies, which capitalized on specific commodity price breakouts.

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Alternative Asset Sleeve 2.60% 8.35% 1.42% 19.36% 7.23% 39.51%
Top 5 Alternative Sleeve ETFs (WTD)
Ticker Fund Name WTD
BEGS Rareview 2x Bull Cryptocurrency & Precious Metals ETF 9.85%
BTGD STKd 100% Bitcoin & 100% Gold ETF 8.01%
BITS Global X Blockchain & Bitcoin Strategy ETF 7.96%
HECO SPDR Galaxy Hedged Digital Asset Ecosystem ETF 7.22%
WTIB USCF Oil Plus Bitcoin Strategy Fund 6.36%
Bottom 5 Alternative Sleeve ETFs (WTD)
STAR Simplify US Equity PLUS Managed Futures Strategy ETF -1.51%
HOLD Harbor Alpha Layering ETF -1.16%
RSSY Return Stacked U.S. Stocks & Futures Yield ETF -0.79%
NTSX WisdomTree U.S. Efficient Core Fund -0.60%
RSBY Return Stacked Bonds & Futures Yield ETF -0.59%

Analyzing the Weekly Flows

Net flows for the Multi-Asset channel were positive this week at $237M. Target Risk – Growth was the primary engine of growth, pulling in $82M as investors continued to rotate into risk-on allocations. Conversely, Target Risk – Moderate saw the largest net outflows, shedding $18M as part of a broader rebalancing effort across institutional portfolios.

Category Fund Count AUM 5 Day Flow 30 Day Flow YTD Flow 1 Year Flow
Target Risk – Growth 11 $9.17B $82M $425M $192M $3,367M
Target Risk – Global Macro 30 $3.94B $62M $152M $106M $1,180M
Specialty – Multi-Asset Income 25 $5.12B $42M $86M $86M $933M
Specialty – Alternative Asset Sleeve 27 $4.30B $40M $205M $84M $847M
Specialty – Real Assets 4 $1.60B $25M $59M $43M $726M
Target Risk – Target Date 10 $0.44B $12M $44M $26M $242M
Target Risk – Aggressive 2 $3.06B $0M $33M $5M $283M
Target Risk – Conservative 6 $1.18B -$9M $3M -$12M -$7M
Target Risk – Moderate 20 $3.43B -$18M $54M -$22M $70M

Top & Bottom 5 ETFs by 5-Day Flow

Top 5 ETF Inflows (5-Day)
Ticker Fund Name 5-Day Flow
CGBL Capital Group Core Balanced ETF $91M
DYTA SGI Dynamic Tactical ETF $29M
YYY Amplify CEF High Income ETF $26M
RAAX VanEck Real Assets ETF $24M
INCM Franklin Income Focus ETF $23M
Bottom 5 ETF Outflows (5-Day)
AOM iShares Core 40/60 Moderate Allocation ETF -$19M
TBFG Brinsmere Fund Growth ETF -$16M
HIPS GraniteShares HIPS US High Income ETF -$9M
CANQ Calamos Nasdaq Equity & Income ETF -$8M
AOK iShares Core 30/70 Conservative Allocation ETF -$6M

Issuer League Table Update

iShares remains the market leader with a 28.16% AUM market share, followed by Capital Group at 14.59%. This week, Capital Group emerged as the flow winner with $91M in weekly inflows, largely driven by the popularity of its core balanced strategy. On the downside, The Brinsmere Funds saw the heaviest losses, with $20M in net outflows over the 5-day period.

Brand Fund Count AUM AUM Market Share
iShares 19 $9.10B 28.16%
Capital Group 1 $4.71B 14.59%
WisdomTree 6 $2.65B 8.21%
SPDR 5 $1.85B 5.72%
Franklin 1 $1.16B 3.60%
Flow Leaders (5-Day)
Brand Flow
Capital Group $91M
Summit Global Investments $29M
Amplify $26M
Flow Laggards (5-Day)
The Brinsmere Funds -$20M
iShares -$10M
GraniteShares -$9M

For a deeper dive into these trends, access our FREE, in-depth ETF reports in the right side panel of this page.

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.