Multi-Asset Weekly: Channel Gains $309M as Aggressive & Alt Categories Lead

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Weekly Channel Summary

The Multi-Asset channel ended the week with a total AUM of $29.12B across 127 ETFs from 72 issuers. The channel saw positive momentum, attracting $309M in net flows over the past week. This brings Year-to-Date (YTD) flows to $5.40B and total 1-year flows to $6.72B.

This Week’s Performance Leaders and Laggards

The Aggressive category led performance with a 1.47% Week-to-Date (WTD) return, contributing to its strong 18.17% YTD performance. The Alternative Asset Sleeve also posted solid gains of 1.04% WTD, boasting the highest YTD return in the channel at 37.79%. On the other end, the Conservative category was the primary laggard, though still positive, with a 0.58% WTD gain.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Aggressive 1.47% 2.21% 6.35% 18.96% 18.17% 16.12%
Target Date 1.26% 2.25% 6.27% 18.97% 17.63% 15.55%
Growth 1.07% 1.85% 5.57% 15.52% 13.43% 12.93%
Alternative Asset Sleeve 1.04% 5.02% 13.51% 35.70% 37.79% 40.17%
Multi-Asset Income 1.02% 0.29% 2.66% 10.32% 9.26% 8.45%
Global Macro 0.94% 2.34% 6.38% 15.99% 13.56% 12.95%
Moderate 0.79% 2.51% 6.17% 14.68% 13.63% 12.12%
Real Assets 0.73% 3.09% 8.09% 19.55% 24.54% 19.90%
Conservative 0.58% 1.42% 3.75% 8.46% 8.59% 7.41%

Top & Bottom 5 ETFs by Weekly Performance

The week’s single best performer was the One One Nasdaq-100 and Bitcoin ETF 1Shs (00QB), which gained 6.14%. The worst-performing ETF was the WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN), down 8.08%, followed by the Return Stacked Bonds & Futures Yield ETF (RSBY) with a 1.74% loss.

Ticker Fund Name WTD Performance
Top Performers
00QB One One Nasdaq-100 and Bitcoin ETF 1Shs 6.14%
OOSB One One S&P 500 and Bitcoin ETF 4.32%
RSST Return Stacked U.S. Stocks & Managed Futures ETF 3.27%
BITS Global X Blockchain & Bitcoin Strategy ETF 3.10%
HECO SPDR Galaxy Hedged Digital Asset Ecosystem ETF 2.46%
Bottom Performers
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund -8.08%
RSBY Return Stacked Bonds & Futures Yield ETF -1.74%
GOLY Strategy Shares Gold Enhanced Yield ETF -1.36%
BEGS Rareview 2x Bull Cryptocurrency & Precious Metals ETF -1.03%
RSSY Return Stacked U.S. Stocks & Futures Yield ETF -0.77%

Analyzing the Weekly Flows

The Multi-Asset channel gathered $309M in 5-day flows. The Target Risk – Growth category was the clear winner, pulling in $111M, adding to its $7.86B AUM. Target Risk – Global Macro also saw significant interest with $72M in new assets. Notably, all categories in the channel experienced either neutral or positive flows for the week, with no categories posting net outflows.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Target Risk – Growth 10 $7.86B $111M $353M $1,163M $2,364M $3,035M
Target Risk – Global Macro 29 $3.55B $72M $613M $810M $899M $911M
Specialty – Alternative Asset Sleeve 22 $3.92B $35M $222M $387M $632M $733M
Specialty Real Assets 4 $1.38B $31M $62M $146M $579M $602M
Specialty – Multi-Asset Income 25 $4.85B $30M $119M $304M $746M $840M
Target Risk – Moderate 20 $3.23B $13M $31M ($14M) ($90M) ($7M)
Target Risk – Conservative 5 $1.12B $9M $19M $23M ($86M) $78M
Target Risk – Target Date 10 $0.34B $8M $25M $68M $167M $200M
Target Risk – Aggressive 2 $2.88B $0M $23M $141M $191M $324M

Top & Bottom 5 ETFs by 5-Day Flow

At the fund level, the Capital Group Core Balanced ETF (CGBL) led inflows, gathering $77M. The largest outflows came from the Global X Blockchain & Bitcoin Strategy ETF (BITS) and the Hedgeye Capital Allocation ETF (HECA), which shed $6M each.

Ticker Fund Name 5-Day Flow
Inflows
CGBL Capital Group Core Balanced ETF $77M
ALLW SPDR Bridgewater All Weather ETF $76M
RAAX VanEck Real Assets ETF $22M
AOR iShares Core 60/40 Balanced Allocation ETF $19M
INCM Franklin Income Focus ETF Income Focus ETF $13M
Outflows
BITS Global X Blockchain & Bitcoin Strategy ETF ($6M)
HECA Hedgeye Capital Allocation ETF ($6M)
PWS Pacer WealthShield ETF ($5M)
AOM iShares Core 40/60 Moderate Allocation ETF ($2M)
GMOM Cambria Global Momentum ETF ($2M)

Issuer League Table Update

The top two issuers by market share remain iShares (28.66%) and Capital Group (12.86%). SPDR gathered the most in weekly inflows, adding $84M. While the major top issuers all saw net inflows, the largest weekly outflows in the channel came from Global X, which saw redemptions of $6M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 19 $8.34B 28.66%
Capital Group 1 $3.75B 12.86%
WisdomTree 6 $2.48B 8.52%
SPDR 5 $1.66B 5.71%
Return Stacked 7 $1.00B 3.42%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
SPDR $84M
Capital Group $77M
iShares $32M
Outflows
Global X -$6M
Hedgeye -$6M
Pacer -$5M

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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.