Silver Miners and Inflation Hedges Take Center Stage

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Macro Summary

Total market volume for the session reached $306.9B, representing 118% of the 30-day average. The trading day was characterized by a massive surge in Commodities, specifically precious metals, which traded at nearly 4x their typical daily volume. While broader Equity and Fixed Income activity remained balanced near historical averages, the concentrated interest in safe-haven assets and silver-linked products drove the overall market activity above baseline levels.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $169.8B $177.8B 96%
Fixed Income $28.1B $27.2B 104%
Commodity $62.1B $16.0B 389%
Digital Asset $5.2B $5.7B 91%
Currency $207.4M $70.1M 296%
Alternative $716.7M $875.7M 82%
Non-Traditional $40.4B $32.1B 126%
Multi-Asset $271.8M $198.0M 137%

Equity

Equity ETFs saw $169.8B in volume, operating at 96% of ADV. While headline activity was stable, significant outliers emerged in the Natural Resources (329% activity) and Precious Metals (255% activity) thematic categories.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Thematic – Natural Resources 329% $4.1B -0.03%
Equity: Thematic – Precious Metals 255% $8.2B +0.50%
Equity: Region – Latin America 250% $257.9M +0.39%
Equity: Thematic – Sustainability 227% $328.8M -0.09%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 797% $91.3M -0.24%
LRGF iShares U.S. Equity Factor ETF 680% $88.9M +0.60%
COPX Global X Copper Miners ETF 556% $1.4B +2.90%
ARGT Global X MSCI Argentina ETF 503% $78.1M +1.86%
EWI iShares MSCI Italy ETF 495% $74.1M +0.87%
WCLD WisdomTree Cloud Computing Fund 466% $45.9M +2.00%
SILJ Amplify Junior Silver Miners ETF 368% $1.1B -1.64%
BBIN JPMorgan BetaBuilders International Equity ETF 364% $47.9M +0.54%
IHI iShares U.S. Medical Devices ETF 323% $249.3M +0.78%
PXH Invesco RAFI Emerging Markets ETF 305% $16.4M +0.34%

Fixed Income

Fixed Income volume totaled $28.1B, slightly above average at 104% activity. Bank Loans (165% activity) and Inflation Protected (160% activity) categories saw the most significant relative engagement.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Taxable – Bank Loans 165% $657.3M -0.11%
Fixed Income: Taxable – Inflation Protected 160% $996.4M +0.06%
Fixed Income: Taxable – International 158% $60.4M +0.51%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
SCEC Sterling Capital Enhanced Core Bond ETF 2448% $140.7M +0.04%
VTIP Vanguard Short-Term Inflation-Protected Securities ETF 490% $474.7M +0.00%
BKLN Invesco Senior Loan ETF 211% $429.2M -0.22%
GSY Invesco Ultra Short Duration ETF 396% $146.1M +0.06%
VUSB Vanguard Ultra-Short Bond ETF 183% $145.1M +0.04%
VCLT Vanguard Long-Term Corporate Bond ETF 150% $485.8M +0.12%

Commodities

Commodities was the standout performer of the session, trading $62.1B in volume (389% of ADV). This was almost entirely driven by Precious Metals, which recorded a staggering 402% activity level as silver prices surged.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Commodity: Focused – Precious Metals 402% $60.7B +0.80%
Commodity: Specialty – Shipping Freight 359% $2.7M +5.46%
Commodity: Focused – Industrial Metals 324% $152.3M +0.84%
Commodity: Multi-Sector – Broad Market 131% $240.9M +0.62%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
SLV iShares Silver Trust 544% $36.2B +3.90%
SIVR abrdn Physical Silver Shares ETF 498% $1.7B +3.89%
UNG United States Natural Gas Fund LP 251% $687.0M +6.34%

Digital Asset

Digital Asset ETFs experienced a quieter session with $5.2B in volume, hitting 91% of their 30-day average. The asset class saw broad-based weakness, with Bitcoin (-1.64%) and Ethereum (-1.15%) underperforming.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Currencies

Currencies saw a spike in engagement, nearly tripling ADV (296%) as global currency trusts for the Swiss Franc and Euro experienced heightened volatility and interest.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Currency 296% $207.4M +0.21%

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Alternatives

The Alternatives class saw muted activity at 82% of ADV ($716.7M volume). Managed Futures (153% activity) was a pocket of relative strength within the class.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Non-Traditional

Non-Traditional ETFs operated at 126% of ADV, driven primarily by high-octane trading in Commodity Leverage/Inverse products (453% activity), where silver-linked 2x/3x shares saw massive volume.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Non-Traditional: Leverage | Inverse – Commodity 453% $11.7B -0.34%
Non-Traditional: Synthetic Income – Commodity 242% $122.8M +1.12%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
AGQ ProShares Ultra Silver 574% $7.8B +5.30%
ZSL ProShares UltraShort Silver 417% $1.5B -14.62%
KOLD ProShares UltraShort Bloomberg Natural Gas 362% $683.2M -13.47%

Multi-Asset

Multi-Asset funds traded at 137% of ADV, with notable interest in Specialty Real Assets (173% activity) and Alternative Asset Sleeves (191% activity).

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Disclaimer: This AI-assisted commentary is for informational purposes only. The “High-Volume Categories” table includes categories with over $100M in volume and activity at least 125% of their 30-day average, limited to the top 5 by activity percentage. The “High-Activity Ticker Outliers” table shows the top 10 ETFs from each asset class, sorted by the highest trading activity versus their 30-day average. All reported ETFs have AUM over $250M and an ADV greater than $2.5M.

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.