Leverage & Inverse Weekly: Energy Commodities Surge, Gold Miners Tumble

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Weekly Channel Summary

The Leverage | Inverse ETF channel, comprising 457 ETFs from 25 issuers, holds a total of $156.65 billion in assets. The channel experienced net outflows of $765 million over the past week, contributing to a year-to-date outflow of $378 million. Over the past year, the channel has seen net inflows of $3.15 billion.

This Week’s Performance Leaders and Laggards

This week’s performance was led by the Commodity: Focused – Energy category, which saw a 6.03% gain. On the other end of the spectrum, Equity: Thematic – Precious Metals was the primary laggard with a -7.06% week-to-date return.

Category Performance Snapshot

The table below breaks down the week-to-date performance of each category by its corresponding levered and inverse ETF implementations.

Category Levered: 2x Levered: 3x Levered: 4x Inverse: 1x Inverse: 2x Inverse: 3x
Commodity: Focused – Agriculture 2.52%
Commodity: Focused – Energy 9.75% -9.81%
Commodity: Focused – Industrial Metals 6.14% 3.34%
Commodity: Focused – Precious Metals -5.30% -10.63% -3.45% 6.16%
Digital Asset: Cryptocurrency – Bitcoin 9.22% -1.58% -7.25%
Equity: Emerging Large Cap 3.26% 4.79% -0.44% -4.88%
Equity: Global Ex-U.S. Large Cap – Blend 0.99% -0.97%
Equity: Region – Asia-Pacific 1.06% 11.73% -1.31% -2.72%
Equity: Region – Asia-Pacific Emerging 4.00% 1.89% -1.04% -4.10%
Equity: Region – Eurozone 1.10% 1.58% -4.97%
Equity: Region – Latin America 5.07% 0.70%
Equity: Sector – Communication Services 0.91% 0.96% -2.63%
Equity: Sector – Consumer Discretionary 2.67% 3.25%
Equity: Sector – Consumer Staples -1.71% 1.81%
Equity: Sector – Energy 1.81% 4.85% -1.65% -5.22% -4.92%
Equity: Sector – Financials 3.46% 8.11% -1.76% -6.76%
Equity: Sector – Health Care 0.28% 3.25% -4.03% -1.96%
Equity: Sector – Industrial 4.05% 7.85% -4.60% -10.05%
Equity: Sector – Information Technology 4.55% 8.29% -8.57%
Equity: Sector – Materials 2.41% -1.28% -2.38%
Equity: Sector – Real Estate 2.74% 4.08% 0.53% -3.94%
Equity: Sector – Utilities -0.52% -0.84% -2.26% -6.58%
Equity: Thematic – Disruptive Tech 5.64% 6.68% -7.32%
Equity: Thematic – Evolving Consumer 1.78% 6.84% -3.45%
Equity: Thematic – FinTech 5.44%
Equity: Thematic – Industrial Revolution 9.30%
Equity: Thematic – Infrastructure 0.80%
Equity: Thematic – Midstream & MLPs
Equity: Thematic – Multi-Sector 6.68% -3.69%
Equity: Thematic – Natural Resources -5.90%
Equity: Thematic – Precious Metals -18.96% -1.97% -3.90% 16.25%
Equity: U.S. Large Cap – Blend 2.94% 6.74% -1.97% -3.90% -6.54%
Equity: U.S. Large Cap – Growth 3.89% 6.31% 7.19% -2.03% -4.06% -6.22%
Equity: U.S. Small Cap – Blend 5.33% 6.98% -2.48% -5.01% -7.15%
Fixed Income: Taxable – Government Intermediate 0.10% 0.09% -0.16% -0.39% 0.01%
Fixed Income: Taxable – Government Long -0.09% 0.65% -0.62%
Fixed Income: Taxable – High Yield 0.25%
Fixed Income: Taxable – Preferred Stock 1.37%

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing ETF this week was GDXD (MicroSectors Gold Miners -3X Inverse Leveraged ETNs) with a 20.30% return. The two worst performers were GDXU (MicroSectors Gold Miners 3X Leveraged ETN) at -24.66% and JNUG (Direxion Daily Junior Gold Miners Index Bull 2X Shares) at -16.64%.

Ticker Fund Name WTD Performance
Top Performers
GDXD MicroSectors Gold Miners -3X Inverse Leveraged ETNs 20.30%
XRPT Volatility Shares Trust XRP 2X ETF 16.78%
UXRP ProShares Ultra XRP ETF 16.35%
XXRP Teucrium 2x Long Daily XRP ETF 16.22%
DFEN Direxion Daily Aerospace & Defense Bull 3X Shares 15.87%
Bottom Performers
GDXU MicroSectors Gold Miners 3X Leveraged ETN -24.66%
JNUG Direxion Daily Junior Gold Miners Index Bull 2X Shares -16.64%
NUGT Direxion Daily Gold Miners Index Bull 2x Shares -15.59%
JETD MAX Airlines -3X Inverse Leveraged ETNs -11.61%
NRGD MicroSectors U.S. Big Oil -3 Inverse Leveraged ETN -11.31%

Analyzing the Weekly Flows

The channel saw net outflows of $765 million this week. The Leverage | Inverse – Single Stock category received the most inflows, gathering $458 million and bringing its AUM to $28.85 billion. The Leverage | Inverse – Crypto category also saw significant inflows of $213 million. The largest outflows came from the Leverage | Inverse – Equity category, which shed $1.13 billion.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Leverage | Inverse – Single Stock 218 $28,849M $458M $1,754M $885M $5,996M $9,490M
Leverage | Inverse – Crypto 18 $8,066M $213M $1,410M $2,693M $3,640M $4,927M
Leverage | Inverse – Fixed Income 14 $5,584M ($53M) ($269M) ($1,120M) ($1,019M) ($839M)
Leverage | Inverse – Commodity 18 $3,870M ($249M) $118M $343M $681M $508M
Leverage | Inverse – Equity 189 $110,276M ($1,134M) ($1,936M) ($11,589M) ($9,676M) ($10,933M)

Top & Bottom 5 ETFs by 5-Day Flow

The top ETF for inflows was NUGT (Direxion Daily Gold Miners Index Bull 2x Shares), which gathered $173 million. The top two ETFs for outflows were TQQQ (ProShares UltraPro QQQ) with $794 million in outflows and SSO (ProShares Ultra S&P 500) with $215 million in outflows.

Ticker Fund Name 5-Day Flow
Inflows
NUGT Direxion Daily Gold Miners Index Bull 2x Shares $173M
SH ProShares Short S&P500 $164M
ETHU 2x Ether ETF $61M
BITX 2x Bitcoin Strategy ETF $57M
SPXU ProShares UltraPro Short S&P500 $39M
Outflows
TQQQ ProShares UltraPro QQQ ($794M)
SSO ProShares Ultra S&P 500 ($215M)
SOXL Direxion Daily Semiconductor Bull 3x Shares ($174M)
BOIL ProShares Ultra Bloomberg Natural Gas ($151M)
DUST Direxion Daily Gold Miners Index Bear 2x Shares ($75M)

Issuer League Table Update

ProShares (44.28%) and Direxion (35.56%) remain the top two issuers by market share. This week, T-Rex gathered the most in new assets with $244 million in inflows. The largest top-tier issuer, ProShares, saw the largest outflows at $1.09 billion.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
ProShares 107 $69.36B 44.28%
Direxion 115 $55.70B 35.56%
GraniteShares 36 $8.39B 5.35%
REX Microsectors 19 $7.24B 4.62%
Volatility Shares 6 $5.53B 3.53%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
T-Rex $244M
Defiance $243M
Tradr $195M
Outflows
ProShares ($1,088M)
Direxion ($424M)
GraniteShares ($146M)

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

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.