Synthetic Income Assets Hit $167B as JEPQ Leads Inflows

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Weekly Channel Summary

The Synthetic Income channel begins the year with significant activity, managing $167B in total assets across 327 ETFs and 64 issuers. The channel saw robust inflows this week, netting $1.11B over the past 5 days. On a Year-to-Date (YTD) basis, the channel has gathered $0.25B, building on a strong 1-year flow trend of $70.06B.

This Week’s Performance Leaders and Laggards

The performance landscape this week was divergent, with crypto-linked strategies leading the charge while precious metals-focused funds struggled. Volatility in underlying assets continues to drive significant dispersion in weekly returns across the synthetic income spectrum.

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing ETF this week was the Defiance Leveraged Long Income Ethereum ETF (ETHI), which surged 9.20%. On the downside, the two worst-performing ETFs were the Kurv Silver Enhanced Income ETF (KSLV), dropping -8.78%, and the Simplify Gold Strategy PLUS Income ETF (YGLD), which fell -8.13%.

Ticker Fund Name WTD Performance
Top Performers
ETHI Defiance Leveraged Long Income Ethereum ETF 9.20%
SOLM Amplify Solana 3% Monthly Option Income ETF 6.18%
YETH Roundhill Ether Covered Call Strategy ETF 5.93%
NEHI NEOS Ethereum High Income ETF 5.79%
XRPM Amplify XRP 3% Monthly Premium Income ETF 4.79%
Bottom Performers
KSLV Kurv Silver Enhanced Income ETF -8.78%
YGLD Simplify Gold Strategy PLUS Income ETF -8.13%
GDXW Roundhill Gold Miners WeeklyPay ETF -7.32%
NUGY GraniteShares YieldBOOST Gold Miners ETF -7.14%
SLJY Amplify SILJ Covered Call ETF -5.52%

Analyzing the Weekly Flows

The channel attracted a total of $1,111M in net flows this week. The “Synthetic Income – Equity” category dominated with $1,249M in inflows, holding the lion’s share of assets at $148.9B. The “Synthetic Income – Commodity” category also saw positive movement with notable inflows of $46M. Conversely, the “Synthetic Income – Single Stock” category experienced the largest outflows, shedding $190M for the week.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Synthetic Income – Equity 162 $148,921M $1,249M $5,359M $10,249M $296M $50,313M
Synthetic Income – Commodity 12 $1,701M $46M $177M $404M $3M $848M
Synthetic Income – Crypto 22 $1,799M $3M $232M $942M $2M $2,514M
Synthetic Income – Multi-Asset 5 $206M $2M $14M $9M $0M $39M
Synthetic Income – Fixed Income 18 $4,565M $1M $122M $608M $3M $1,596M
Synthetic Income – Single Stock 104 $10,090M ($190M) $462M $2,515M ($54M) $14,729M

Top & Bottom 5 ETFs by 5-Day Flow

The JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) led inflows this week, pulling in $522M. On the outflow side, the Roundhill WeeklyPay Universe ETF (WPAY) and YieldMax Universe Fund of Option Income ETFs (YMAX) saw the largest exits, losing $44M and $34M respectively.

Ticker Fund Name 5-Day Flow
Inflows
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $522M
JEPI JPMorgan Equity Premium Income ETF $218M
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $118M
DIVO Amplify CWP Enhanced Dividend Income ETF $74M
SPYI NEOS S&P 500 High Income ETF $71M
Outflows
WPAY Roundhill WeeklyPay Universe ETF ($44M)
YMAX YieldMax Universe Fund of Option Income ETFs ($34M)
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF ($27M)
ULTY YieldMax Ultra Option Income Strategy ETF ($24M)
QQQI NEOS Nasdaq 100 High Income ETF ($15M)

Issuer League Table Update

JPMorgan continues to dominate the issuer landscape, holding a commanding 44.37% market share and securing the most inflows this week with $741M. Neos follows in second place with 10.66% market share. Among the top-tier issuers, YieldMax (ranked 4th by AUM) saw the largest outflows, shedding $219M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 3 $74.25B 44.37%
Neos 15 $17.83B 10.66%
Global X 14 $13.10B 7.83%
YieldMax 60 $10.89B 6.51%
FT Vest 11 $7.75B 4.63%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
JPMorgan $741M
Goldman Sachs $177M
Amplify $115M
Outflows
YieldMax ($219M)
Roundhill ($38M)
Global X ($14M)

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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.