Option Income Fever: YTD Flows Approach $70 Billion

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Weekly Channel Summary

The Synthetic Income channel ended the week with $166 Billion in total assets across 321 ETFs managed by 63 issuers. The group attracted substantial capital, bringing in $2.63 Billion in net flows over the past 5 days. This strong weekly activity contributes to a robust Year-to-Date flow total of $68.94 Billion, with the 1-year trailing flows standing at $70.43 Billion.

This Week’s Performance Leaders and Laggards

Performance dispersion was significant this week, heavily influenced by underlying asset volatility in precious metals and cryptocurrencies. While silver and gold miners provided strong tailwinds for some strategies, crypto-exposed funds faced headwinds.

Top & Bottom 5 ETFs by Weekly Performance

The Kurv Silver Enhanced Income ETF (KSLV) was the standout performer, surging 9.90% for the week. On the downside, digital asset strategies struggled, with the Defiance Leveraged Long Income Ethereum ETF (ETHI) dropping 8.40% and the Amplify XRP 3% Monthly Premium Income ETF (XRPM) falling 7.04%.

Ticker Fund Name WTD Performance
Top Performers
KSLV Kurv Silver Enhanced Income ETF 9.90%
NUGY GraniteShares YieldBOOST Gold Miners ETF 3.58%
SLJY Amplify SILJ Covered Call ETF 3.02%
GDXW Roundhill Gold Miners WeeklyPay ETF 2.90%
GDXY YieldMax Gold Miners Option Income Strategy ETF 2.53%
Bottom Performers
ETHI Defiance Leveraged Long Income Ethereum ETF -8.40%
XRPM Amplify XRP 3% Monthly Premium Income ETF -7.04%
MAXI Simplify Bitcoin Strategy PLUS Income ETF -5.61%
ULTI REX IncomeMax Option Strategy ETF -5.19%
XBTY GraniteShares YieldBOOST Bitcoin ETF -4.44%

Analyzing the Weekly Flows

The channel attracted a robust $2.63 Billion in net inflows this week. The vast majority of this capital went to Synthetic Income – Equity funds, which added $2.49 Billion to reach $147.5 Billion in AUM. Synthetic Income – Commodity strategies also saw positive momentum with $84 Million in inflows. Conversely, the Synthetic Income – Single Stock category experienced net outflows of $22 Million.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Synthetic Income – Equity 160 $147,488M $2,485M $5,199M $10,418M $48,968M $49,961M
Synthetic Income – Commodity 12 $1,647M $84M $144M $390M $772M $777M
Synthetic Income – Crypto 21 $1,686M $37M $482M $1,027M $2,421M $2,469M
Synthetic Income – Fixed Income 18 $4,557M $29M $180M $681M $1,553M $1,498M
Synthetic Income – Multi-Asset 3 $185M $0M $1M $1M $28M $28M
Synthetic Income – Single Stock 101 $10,644M ($22M) $1,421M $3,211M $15,174M $15,676M

Top & Bottom 5 ETFs by 5-Day Flow

The JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) led individual fund flows, gathering a massive $906 Million. On the redemption side, the YieldMax Ultra Option Income Strategy ETF (ULTY) and the Roundhill WeeklyPay Universe ETF (WPAY) saw the largest outflows.

Ticker Fund Name 5-Day Flow
Inflows
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $906M
QQQI NEOS Nasdaq 100 High Income ETF $349M
SPYI NEOS S&P 500 High Income ETF $231M
JEPI JPMorgan Equity Premium Income ETF $190M
GPIX Goldman Sachs S&P 500 Premium Income ETF $143M
Outflows
ULTY YieldMax Ultra Option Income Strategy ETF ($27M)
WPAY Roundhill WeeklyPay Universe ETF ($24M)
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF ($20M)
YMAX YieldMax Universe Fund of Option Income ETFs ($13M)
LFGY YieldMax Crypto Industry & Tech Portfolio Option Income ETF ($8M)

Issuer League Table Update

JPMorgan maintains its dominant position with 44.60% market share and led all issuers with $1.1 Billion in weekly inflows. Neos holds the second spot with 10.29% share. Among the top 5 issuers by AUM, YieldMax was the notable outlier, experiencing the largest weekly outflows of $87 Million.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 3 $74.14B 44.60%
Neos 14 $17.11B 10.29%
Global X 15 $12.93B 7.78%
YieldMax 60 $11.43B 6.87%
FT Vest 11 $7.75B 4.66%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
JPMorgan $1,096M
Neos $689M
Goldman Sachs $226M
Outflows
YieldMax ($87M)
Aptus ($10M)
Summit Global Investments ($4M)

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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.