Synthetic Income Weekly Recap: JPMorgan & Neos Dominate

Share

Weekly Channel Summary

The NT: Synthetic Income channel continues to demonstrate robust activity, ending the week with $195B in Total Assets Under Management (AUM) spread across 375 ETFs from 69 distinct issuers. Investor demand remains exceptionally strong, as evidenced by a healthy $1.73B in net inflows over the past 5 days. This positive momentum adds to an impressive $27.87B in Year-to-Date (YTD) inflows and a staggering $73.79B in net new money collected over the past 1 year.

This Week’s Performance Leaders and Laggards

The performance landscape for individual Synthetic Income ETFs this week highlighted strong gains in crypto and precious metal option-income strategies, while energy-linked funds faced notable headwinds. The Amplify Solana 3% Monthly Option Income ETF (SOLM) led the pack with an impressive Week-to-Date (WTD) return of 11.89%. On the downside, the Defiance Oil Enhanced Options Income ETF (USOY) and the YieldMax Short N100 Option Income Strategy ETF (YQQQ) struggled, recording the steepest declines with WTD returns of -4.80% and -4.64%, respectively.

Top & Bottom 5 ETFs by Weekly Performance

Ticker Fund Name WTD Performance
Top Performers
SOLM Amplify Solana 3% Monthly Option Income ETF 11.89%
BLOX Nicholas Crypto Income ETF 11.19%
SPCI Tuttle Capital Space Industry Income Blast ETF 10.59%
GDXW Roundhill Gold Miners WeeklyPay ETF 10.23%
SOXY YieldMax Target 12 Semiconductor Option Income ETF 9.15%
Bottom Performers
USOY Defiance Oil Enhanced Options Income ETF -4.80%
YQQQ YieldMax Short N100 Option Income Strategy ETF -4.64%
WEEI Westwood Salient Enhanced Energy Income ETF -4.21%
XLEI State Street Energy Select Sector SPDR Premium Income ETF -3.59%
MLPI NEOS MLP & Energy Infrastructure High Income ETF -3.55%

Analyzing the Weekly Flows

The Synthetic Income channel gathered a substantial $1,715M in total net inflows this week. The vast majority of these assets poured directly into the Synthetic Income – Equity category, which absorbed $1,412M, boosting its overall AUM to a dominant $177,002M. The Synthetic Income – Single Stock category also saw significant investor interest, pulling in $128M. Notably, across the broader composite categories, no single segment experienced net outflows over the 5-day period, underscoring a structural, widespread demand for yield-enhancing strategies.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Synthetic Income – Equity 193 $177,002M $1,412M $6,646M $17,744M $25,813M $57,899M
Synthetic Income – Single Stock 106 $8,276M $128M $254M $217M -$292M $9,815M
Synthetic Income – Fixed Income 21 $5,457M $109M $341M $649M $860M $2,175M
Synthetic Income – Crypto 23 $1,853M $59M $196M $394M $565M $2,191M
Synthetic Income – Commodity 15 $2,320M $6M $139M $387M $663M $1,413M
Synthetic Income – Multi-Asset 5 $434M $2M $42M $61M $219M $250M

Top & Bottom 5 ETFs by 5-Day Flow

Looking closely at individual funds, the popular JPMorgan Equity Premium Income ETF (JEPI) led the charge with a massive $299M in weekly net inflows by dollar amount. Conversely, its sibling strategy, the JPMorgan NASDAQ Equity Premium Income ETF (JEPQ), experienced the largest net outflows at -$29M, followed tightly by the Global X NASDAQ 100 Covered Call ETF (QYLD) which shed $21M over the 5-day period.

Ticker Fund Name 5-Day Flow
Inflows
JEPI JPMorgan Equity Premium Income ETF $299M
QQQI NEOS Nasdaq 100 High Income ETF $237M
CHPY YieldMax Semiconductor Portfolio Option Income ETF $153M
SPYI NEOS S&P 500 High Income ETF $133M
ACYN FT Vest Laddered Autocallable Barrier & Income ETF $56M
Outflows
JEPQ JPMorgan NASDAQ Equity Premium Income ETF -$29M
QYLD Global X NASDAQ 100 Covered Call ETF -$21M
IGLD FT Vest Gold Strategy Target Income ETF -$12M
USDX SGI Enhanced Core ETF -$9M
SPIN State Street US Equity Premium Income ETF -$8M

Issuer League Table Update

In the Issuer League rankings, JPMorgan and Neos maintain a tight grip on the market, controlling 42.58% and 13.66% of the channel’s AUM, respectively. This week, Neos was the breakout leader in capital raising, gathering an impressive $577M in net inflows across its lineup. Conversely, looking closely at the top 5 issuers by AUM, Global X faced the steepest net outflows among the heavyweights, shedding $6M during the 5-day stretch.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 5 $83.20B 42.58%
Neos 18 $26.69B 13.66%
Global X 17 $13.35B 6.83%
YieldMax 62 $9.86B 5.05%
Amplify 16 $9.00B 4.60%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Neos $577M
JPMorgan $335M
YieldMax $267M
Outflows
Summit Global Investments -$8M
Global X -$6M
Castellan -$6M

For a deeper dive into these trends, access our FREE, in-depth ETF reports in the right side panel of this page.

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.