Microsoft-Linked ETFs Surge as Traders Pull $144 Million from Single Stock Channel

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Weekly Channel Summary

The Single Stock ETF channel, encompassing 600 funds from 17 issuers, closed the week with $37.44 billion in assets under management. The segment experienced net outflows of $144 million over the past five trading days. This recent redemption activity contrasts with the channel’s longer-term trend, which has seen it attract $13.58 billion year-to-date and nearly $24.0 billion over the past year.

This Week’s Performance Leaders and Laggards

Performance across Single Stock categories was negative this week, with Synthetic Income funds leading by declining the least, down just -0.36%. In contrast, the dominant Leverage | Inverse category posted the weakest results, falling -5.60% for the week. Despite the weekly drop, Leverage | Inverse funds maintain a substantial year-to-date gain of 63.50%, far outpacing other strategies in the channel.

Top & Bottom Underlying Stock Performance (WTD)

Ticker Underlying Stock Week-To-Date Return Year-To-Date Return Number of Funds Following Stock
Top Performers
MSFT Microsoft Corp 21.75% -3.91% 2
AMZN Amazon Com Inc 17.00% 17.66% 3
GOOG Alphabet Inc Cap Stk Cl C 11.77% 13.66% 3
BABA Alibaba Group Hldg Ltd Sponsored Ads 9.02% -16.60% 1
XYZ Block Inc 5.30% 24.81% 1
Bottom Performers
AMD Advanced Micro Devices Inc -8.77% 122.33% 1
COIN Coinbase Global Inc Shs -7.60% -35.32% 2
AAPL Apple Inc -7.24% 13.63% 4
META Meta Platforms Inc -6.47% -15.66% 2
NVDA Nvidia Corporation -2.94% 7.64% 8

Top & Bottom 5 ETFs by Weekly Performance

Leveraged funds tracking Microsoft dominated the performance leaderboard, as the underlying stock surged over 21%. The Corgi MSFT 2x Daily ETF (MSFC) led the pack with a remarkable 45.57% weekly gain, closely followed by several other bullish Microsoft products. On the other end of the spectrum, the T-REX 2X Long RBLX Daily Target ETF (RBLU) was the worst performer, plummeting -52.12%.

Ticker Fund Name WTD Performance
Top Performers
MSFC Corgi MSFT 2x Daily ETF 45.57%
MSFU Direxion Daily MSFT Bull 2X ETF 45.11%
MSFL GraniteShares 2x Long MSFT Daily ETF 44.98%
MSFX T-Rex 2X Long Microsoft Daily Target ETF 44.59%
AXTX Tradr 2X Long AXTI Daily ETF 42.52%
Bottom Performers
RBLU T-REX 2X Long RBLX Daily Target ETF -52.12%
AMKL Defiance Daily Target 2X Long AMKR ETF -49.33%
AMKX Corgi AMKR 2x Daily ETF -47.83%
LMNX Defiance Daily Target 2x Long LMND ETF -42.07%
BEZ Tradr 2X Short BE Daily ETF -41.83%

Analyzing the Weekly Flows

The Single Stock channel registered net outflows of $144 million for the week, driven primarily by redemptions from leveraged and inverse strategies. Levered funds, the largest segment by assets, shed $148 million, while Inverse funds saw outflows of $10 million. Options Overlay products were the sole bright spot, attracting a modest $16 million in new assets.

Where the Money Went This Week

Implementation Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Options Overlay 106 $6.99B $16M $402M $1,193M $746M $4,967M
Autocallable 8 $13M $0M $3M $7M $8M $8M
Currency Hedged 10 $31M -$1M $2M $5M $10M $8M
Inverse 58 $1.38B -$10M -$273M -$9M -$15M $136M
Levered 418 $29.03B -$148M -$1,240M $9,173M $12,828M $18,879M

Top & Bottom 5 ETFs by 5-Day Flow

Flows at the fund level were concentrated in a few large leveraged products, with traders showing strong conviction on both sides. The Direxion Daily TSLA Bull 2X ETF (TSLL) was the clear favorite, pulling in $265 million in new capital. Conversely, significant redemptions hit the Direxion Daily MU Bull 2X ETF (MUU) and the Direxion Daily MSFT Bull 2X ETF (MSFU), which saw outflows of $259 million and $228 million, respectively, suggesting some profit-taking in the latter after its strong weekly performance.

Ticker Fund Name 5-Day Flow
Inflows
TSLL Direxion Daily TSLA Bull 2X ETF $265M
SKUU GraniteShares 2x Long SK Hynix Daily ETF $54M
SNDU T-REX 2X Long SNDK Daily Target ETF $46M
BEX Tradr 2X Long BE Daily ETF $42M
NEBX Tradr 2X Long NBIS Daily ETF $33M
Outflows
MUU Direxion Daily MU Bull 2X ETF -$259M
MSFU Direxion Daily MSFT Bull 2X ETF -$228M
AMDW Roundhill AMD WeeklyPay ETF -$79M
INTW GraniteShares 2x Long INTC Daily ETF -$69M
NOWL GraniteShares 2x Long NOW Daily ETF -$62M

Issuer League Table Update

Direxion and GraniteShares continue to dominate the Single Stock landscape, commanding a combined market share of over 53%. Despite its leading position, Direxion experienced the largest outflows of any issuer this week, with investors pulling $290 million from its funds. In contrast, Leverage Shares led the pack in asset gathering, successfully attracting $80 million in net new investment.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Direxion 59 $12.22B 32.62%
GraniteShares 73 $7.95B 21.23%
YieldMax 41 $5.64B 15.07%
Tradr 71 $4.06B 10.85%
Defiance 65 $2.19B 5.84%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Leverage Shares $80M
YieldMax $79M
Defiance $75M
Outflows
Direxion -$290M
Roundhill -$71M
GraniteShares -$60M

For a deeper dive into these trends, access our FREE, in-depth Single Stock 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.