Specialty ETF Insights: Fidelity & JPMorgan Top the Leaderboard

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Weekly Channel Summary

The EQ: Specialty ETF channel currently commands $14 billion in total assets under management across 70 ETFs from 50 distinct issuers. The past week saw steady activity with $0.18 billion in net inflows, contributing to a strong year-to-date (YTD) gathering of $3.10 billion. Over the trailing 12-month period, the channel has attracted a total of $3.26 billion in new capital, reflecting sustained investor interest in specialized equity strategies.

This Week’s Performance Leaders and Laggards

Performance in the specialty space was modestly positive this week, with Equity: Specialty – Hedged leading the way with a 0.10% return. This category continues its strong momentum for the year, sitting at a 11.99% YTD gain. The Equity: Specialty – Long | Short category followed closely with a 0.08% weekly return, maintaining a solid 7.68% return for 2025.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Equity: Specialty – Hedged 0.10% 2.32% 2.02% 10.91% 11.99% 12.05%
Equity: Specialty – Long | Short 0.08% 1.44% 0.17% 5.33% 7.68% 7.85%

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing ETF this week was the TradersAl Large Cap Equity & Cash ETF (HFSP), which surged 2.43%. On the downside, the worst-performing funds were the Simplify VettaFi Private Credit Strategy ETF (PCR) and the Leatherback Long/Short Alternative Yield ETF (LBAY), which fell -2.69% and -2.65%, respectively.

Ticker Fund Name WTD Performance
Top Performers
HFSP TradersAl Large Cap Equity & Cash ETF 2.43%
CTEF Castellan Targeted Equity ETF 2.19%
CLSE Convergence Long/Short Equity ETF 1.61%
SHRT Gotham Short Strategies ETF 1.47%
MKTN Federated Hermes MDT Market Neutral ETF 1.10%
Bottom Performers
PCR Simplify VettaFi Private Credit Strategy ETF -2.69%
LBAY Leatherback Long/Short Alternative Yield ETF -2.65%
CCOR Core Alternative ETF -1.46%
FORH Formidable ETF -1.06%
CBLS Clough Hedged Equity ETF -1.03%

Analyzing the Weekly Flows

The EQ: Specialty channel recorded total net flows of $166 million this week. The Equity: Specialty – Hedged category was the primary driver, attracting $146 million in new assets, bringing its total AUM to $10.1 billion. Equity: Specialty – Long | Short also saw positive momentum with $19 million in inflows, while there were no major category-level outflows reported this period.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Equity: Specialty – Hedged 49 $10.1B $146M $194M $613M $2,565M $2,668M
Equity: Specialty – Long | Short 20 $3.8B $19M $101M $203M $529M $585M

Top & Bottom 5 ETFs by 5-Day Flow

Leading the pack for inflows was the Fidelity Hedged Equity ETF (FHEQ), which gathered an impressive $115 million. Conversely, the largest outflows were seen in the AGF U.S. Market Neutral Anti-Beta Fund (BTAL) with -$16 million in net withdrawals, followed by the Aptus Drawdown Managed Equity ETF (ADME), which saw -$5 million leave the fund.

Ticker Fund Name 5-Day Flow
Inflows
FHEQ Fidelity Hedged Equity ETF $115M
HELO JPMorgan Hedged Equity Laddered Overlay ETF $20M
ORR Militia Long/Short Equity ETF $18M
CAOS Alpha Architect Tail Risk ETF $7M
FTLS First Trust Long/Short Equity ETF $7M
Outflows
BTAL AGF U.S. Market Neutral Anti-Beta Fund -$16M
ADME Aptus Drawdown Managed Equity ETF -$5M
UPSD Aptus Large Cap Upside ETF -$4M
PHEQ Parametric Hedged Equity ETF -$2M
SPUC Simplify US Equity PLUS Upside Convexity ETF -$1M

Issuer League Table Update

JPMorgan and First Trust continue to dominate the EQ: Specialty landscape, holding 27.60% and 15.36% market share, respectively. In terms of weekly activity, Fidelity led the group by gathering $116 million in new assets, while AGF saw the largest outflow among notable issuers with -$16 million in redemptions.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 3 $3.84B 27.60%
First Trust 1 $2.14B 15.36%
Fidelity 2 $0.78B 5.58%
Simplify 5 $0.65B 4.65%
Swan 1 $0.60B 4.31%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Fidelity $116M
JPMorgan $21M
Militia $18M
Outflows
AGF -$16M
Aptus -$9M
Parametric -$2M

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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.