Semiconductors Surge and Space Sinks in This Week’s Synthetic Income Breakdown

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Weekly Channel Summary

The Synthetic Income ETF Channel holds a robust $198,944M in Total AUM, spread across 399 ETFs and managed by 71 distinct issuers. Over the past five days, the channel maintained steady momentum with $508M in positive net flows. This pushes the Year-to-Date flows to an impressive $35,554M, while the 1-Year trailing flow figure stands at a staggering $73,668M.

This Week’s Performance Leaders and Laggards

Performance across the channel showed a sharp divergence this week, with semiconductor and digital asset strategies capturing the highest upside while thematic space and oil-enhanced income strategies fell behind.

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing fund for the week was the YieldMax Target 12 Semiconductor Option Income ETF (SOXY), which surged 9.50%. On the opposite end of the spectrum, the worst performer was the Tuttle Capital Space Industry Income Blast ETF (SPCI) with a decline of -8.01%, followed closely by the REX IncomeMax Option Strategy ETF (ULTI), which dropped -6.15%.

Ticker Fund Name WTD Performance
Top Performers
SOXY YieldMax Target 12 Semiconductor Option Income ETF 9.50%
CHPY YieldMax Semiconductor Portfolio Option Income ETF 9.27%
XBCI NEOS Boosted Bitcoin High Income ETF 8.41%
EHY Amplify Ethereum Max Income Covered Call ETF 7.43%
BLOX Nicholas Crypto Income ETF 7.28%
Bottom Performers
SPCI Tuttle Capital Space Industry Income Blast ETF -8.01%
ULTI REX IncomeMax Option Strategy ETF -6.15%
USOY Defiance Oil Enhanced Options Income ETF -4.75%
YGLD Simplify Gold Strategy PLUS Income ETF -4.17%
MAGO Tuttle Capital Magnificent 7 Income Blast ETF -3.04%

Analyzing the Weekly Flows

The overall channel experienced a positive total net flow of $508M this week. The Synthetic Income – Equity category absorbed the vast majority of this capital, taking in $372M to supplement its large $181,421M asset base. Additionally, the Synthetic Income – Single Stock category saw significant inflows amounting to $61M. Remarkably, no composite categories within the channel experienced net outflows this week, underscoring broad resilience.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Synthetic Income – Equity 219 $181,421M $372M $5,795M $17,674M $32,442M $59,860M
Synthetic Income – Commodity 15 $2,234M $61M $195M $383M $860M $1,574M
Synthetic Income – Single Stock 107 $7,716M $61M $576M $1,078M $276M $7,593M
Synthetic Income – Fixed Income 25 $5,577M $6M $125M $638M $1,003M $2,180M
Synthetic Income – Crypto 24 $1,557M $5M $147M $478M $750M $2,212M
Synthetic Income – Multi-Asset 6 $440M $3M $2M $51M $223M $251M

Top & Bottom 5 ETFs by 5-Day Flow

The clear winner for weekly allocations was the NEOS Nasdaq 100 High Income ETF (QQQI), pulling in $187M in fresh capital. Conversely, the top two outflows both belonged to JPMorgan’s flagship offerings, with the JPMorgan Equity Premium Income ETF (JEPI) leading the way down via -$357M in net redemptions, followed by the JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) which lost -$125M.

Ticker Fund Name 5-Day Flow
Inflows
QQQI NEOS Nasdaq 100 High Income ETF $187M
GPIX Goldman Sachs S&P 500 Premium Income ETF $107M
SPYI NEOS S&P 500 High Income ETF $76M
ACYN FT Vest Laddered Autocallable Barrier & Income ETF $67M
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $40M
Outflows
JEPI JPMorgan Equity Premium Income ETF -$357M
JEPQ JPMorgan NASDAQ Equity Premium Income ETF -$125M
QYLD Global X NASDAQ 100 Covered Call ETF -$27M
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF -$23M
NBOS Neuberger Option Strategy ETF -$17M

Issuer League Table Update

JPMorgan remains the dominant force in the Synthetic Income space, controlling 41.39% of the channel’s AUM, followed distantly by Neos with a 14.24% market share. Looking at short-term capital momentum, Neos proved to be the most effective asset gatherer this week, leading all brands with $336M in net inflows. In contrast, among the top 5 issuers by AUM, JPMorgan saw the largest volume of weekly outflows, shedding -$466M over the five-day period.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 5 $82.34B 41.39%
Neos 18 $28.32B 14.24%
Global X 17 $13.13B 6.60%
YieldMax 63 $9.71B 4.88%
Amplify 16 $9.18B 4.62%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Neos $336M
Goldman Sachs $147M
First Trust $113M
Outflows
JPMorgan -$466M
Global X -$30M
Neuberger Berman -$17M

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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.