Neos Steals the Spotlight with $657M in Weekly Inflows While JPMorgan Sheds Assets

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Weekly Channel Summary

The Synthetic Income ETF channel continues to expand, now encompassing a total AUM of $198.08 billion across 380 distinct ETFs from 70 issuers. Investor interest remains robust, evidenced by a 5-Day Flow of $1.21B, pushing the Year-To-Date (YTD) Flow to $29.08B and the 1-Year Flow to a massive $72.99B.

This Week’s Performance Leaders and Laggards

Performance across the Synthetic Income landscape highlighted distinct winners in niche equity themes and significant headwinds for precious metals and specialized sector strategies.

Top & Bottom 5 ETFs by Weekly Performance

The standout performer for the week was the Tuttle Capital Space Industry Income Blast ETF (SPCI), which surged 10.75%. Conversely, the deepest pullbacks were felt by the Roundhill Gold Miners WeeklyPay ETF (GDXW) and the Nicholas Nuclear Income ETF (NUKX), which posted WTD returns of -9.29% and -8.51%, respectively.

Ticker Fund Name WTD Performance
Top Performers
SPCI Tuttle Capital Space Industry Income Blast ETF 10.75%
USOY Defiance Oil Enhanced Options Income ETF 7.36%
WEEI Westwood Salient Enhanced Energy Income ETF 5.96%
MEMY Tuttle Capital Meme Stock Income Blast ETF 5.33%
XLEI State Street Energy Select Sector SPDR Premium Income ETF 5.25%
Bottom Performers
GDXW Roundhill Gold Miners WeeklyPay ETF -9.29%
NUKX Nicholas Nuclear Income ETF -8.51%
GLDN Nicholas Gold Income ETF -6.87%
GDXY YieldMax Gold Miners Option Income Strategy ETF -6.41%
KSLV Kurv Silver Enhanced Income ETF -5.66%

Analyzing the Weekly Flows

Net flows for the channel brought in roughly $1.2 billion this past week. The Synthetic Income – Equity category absorbed the vast majority of this capital, securing $1,008M in weekly inflows to bring its AUM up to $179.33 billion. Synthetic Income – Single Stock also saw notable traction with $74M added. The only category to experience net redemptions was Synthetic Income – Multi-Asset, which lost -$2M.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Synthetic Income – Equity 196 $179,330M $1,008M $6,443M $17,411M $26,834M $57,486M
Synthetic Income – Single Stock 106 $8,531M $74M $324M $505M -$218M $9,362M
Synthetic Income – Crypto 23 $1,921M $58M $224M $435M $624M $2,227M
Synthetic Income – Fixed Income 23 $5,481M $34M $349M $677M $894M $2,197M
Synthetic Income – Commodity 15 $2,383M $27M $140M $408M $690M $1,436M
Synthetic Income – Multi-Asset 5 $435M -$2M $6M $54M $216M $243M

Top & Bottom 5 ETFs by 5-Day Flow

At the fund level, the NEOS Nasdaq 100 High Income ETF (QQQI) led the pack with massive inflows of $300M. On the other hand, heavy redemptions hit the JPMorgan Equity Premium Income ETF (JEPI) and the iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW), which saw outflows of -$282M and -$29M, respectively.

Ticker Fund Name 5-Day Flow
Inflows
QQQI NEOS Nasdaq 100 High Income ETF $300M
SPYI NEOS S&P 500 High Income ETF $188M
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $125M
GPIX Goldman Sachs S&P 500 Premium Income ETF $93M
ACYN FT Vest Laddered Autocallable Barrier & Income ETF $70M
Outflows
JEPI JPMorgan Equity Premium Income ETF -$282M
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF -$29M
ISPY ProShares S&P 500 High Income ETF -$24M
TSPY TappAlpha S&P 500 Growth & Daily Income ETF -$12M
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF -$7M

Issuer League Table Update

JPMorgan remains the dominant issuer in the Synthetic Income space, capturing a commanding 41.98% of the AUM market share, followed by Neos at 14.05%. In terms of recent asset gathering, Neos led all issuers this week by bringing in $657M in net flows. Conversely, the top-tier incumbent JPMorgan experienced the largest outflows of any issuer, shedding -$188M over the past five days.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 5 $83.18B 41.98%
Neos 18 $27.84B 14.05%
Global X 17 $13.40B 6.76%
YieldMax 62 $10.15B 5.13%
Amplify 16 $9.08B 4.58%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Neos $657M
Goldman Sachs $218M
YieldMax $110M
Outflows
JPMorgan -$188M
iShares -$30M
ProShares -$16M

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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.