Synthetic Income ETFs Reach $163.3B AUM as Weekly Flows Hit $530M

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Weekly Channel Summary

The Synthetic Income channel closed the week with $163.3B in total assets across 314 ETFs from 62 issuers. The channel pulled in a net flow of $530M over the past 5 days, contributing to a Year-to-Date total of $62.62B and a 1-Year haul of $69.19B.

This Week’s Performance Leaders and Laggards

Synthetic Income strategies saw a wide dispersion in returns this week, with crypto-linked strategies dominating the top of the leaderboard while certain option income strategies lagged.

Top & Bottom 5 ETFs by Weekly Performance

The Defiance Leveraged Long Income Ethereum ETF (ETHI) was the standout performer, surging 18.72% for the week. On the downside, the YieldMax Ultra Short Option Income Strategy ETF (SLTY) and the YieldMax Short N100 Option Income Strategy ETF (YQQQ) struggled the most, dropping -6.91% and -3.81% respectively.

Top Performers
Ticker Fund Name WTD Performance
ETHI Defiance Leveraged Long Income Ethereum ETF 18.72%
BLOX Nicholas Crypto Income ETF 16.20%
GDXW Roundhill Gold Miners WeeklyPay ETF 15.43%
SLJY Amplify SILJ Covered Call ETF 14.76%
KSLV Kurv Silver Enhanced Income ETF 12.85%
Bottom Performers
SLTY YieldMax Ultra Short Option Income Strategy ETF -6.91%
YQQQ YieldMax Short N100 Option Income Strategy ETF -3.81%
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF 0.16%
JUCY Aptus Enhanced Yield ETF 0.25%
LQDW iShares Investment Grade Corporate Bond BuyWrite Strategy ETF 0.25%

Analyzing the Weekly Flows

The channel attracted a total of $530M in net flows this week. The Synthetic Income – Equity category led the way with the most significant inflows of $565M, boasting a total AUM of $144.1B. Synthetic Income – Fixed Income also saw positive movement with $47M in new assets, while Synthetic Income – Single Stock experienced the largest outflows, shedding $141M.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Synthetic Income – Equity 155 $144,119M $565M $2,612M $9,250M $44,836M $49,599M
Synthetic Income – Fixed Income 18 $4,482M $47M $281M $663M $1,432M $1,371M
Synthetic Income – Crypto 20 $1,663M $39M $221M $863M $2,007M $2,126M
Synthetic Income – Commodity 12 $1,495M $21M $119M $387M $663M $679M
Synthetic Income – Multi-Asset 3 $184M ($1M) ($7M) $2M $25M $28M
Synthetic Income – Single Stock 95 $11,289M ($141M) $325M $1,794M $13,600M $15,339M

Top & Bottom 5 ETFs by 5-Day Flow

The NEOS Nasdaq 100 High Income ETF (QQQI) attracted the most capital this week, bringing in $183M. Meanwhile, the YieldMax Ultra Option Income Strategy ETF (ULTY) and the JPMorgan Equity Premium Income ETF (JEPI) saw the largest redemptions, losing $44M and $40M respectively.

Inflows
Ticker Fund Name 5-Day Flow
QQQI NEOS Nasdaq 100 High Income ETF $183M
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $83M
SPYI NEOS S&P 500 High Income ETF $64M
QYLD Global X NASDAQ 100 Covered Call ETF $51M
BTCI NEOS Bitcoin High Income ETF $40M
Outflows
ULTY YieldMax Ultra Option Income Strategy ETF ($44M)
JEPI JPMorgan Equity Premium Income ETF ($40M)
WPAY Roundhill WeeklyPay Universe ETF ($22M)
YMAX YieldMax Universe Fund of Option Income ETFs ($17M)
GDXY YieldMax Gold Miners Option Income Strategy ETF ($11M)

Issuer League Table Update

JPMorgan and Neos maintained their positions as the top two issuers by market share. Neos was the weekly leader in gathering assets, bringing in $323M, while YieldMax, a top 5 issuer by AUM, experienced the most significant outflows of $236M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 3 $73.13B 44.79%
Neos 13 $15.93B 9.76%
Global X 15 $12.70B 7.78%
YieldMax 60 $12.31B 7.54%
FT Vest 11 $7.68B 4.70%

Top & Bottom 3 Issuers by 5-Day Flow

Inflows
Brand 5-Day Flow
Neos $323M
Goldman Sachs $102M
Global X $68M
Outflows
YieldMax ($236M)
JPMorgan ($34M)
Summit Global Investments ($5M)

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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.