Yen Surges, CHF Leads: A Safe-Haven Rotation in Currency ETFs

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Weekly Channel Summary

The Currency ETF channel currently manages approximately $2.6 billion in assets across 15 ETFs and 4 distinct issuers. The channel saw a healthy injection of capital this past week, with total 5-day net inflows of $66 million ($0.07B rounded). This positive momentum is reflected in the year-to-date figures, showing $250 million in net inflows, while the trailing one-year flow stands at a robust $805 million. The landscape continues to be dominated by long-biased currency strategies, with the Swiss Franc and Japanese Yen attracting significant investor attention.

This Week’s Performance Leaders and Laggards

The performance landscape was dominated by the Japanese Yen this week, with the Long: Yen category leading the pack at 4.12% WTD. In contrast, Short: Yen positions suffered significantly, dropping -5.48%. Other notable gainers included the Long | Short: Multi category (1.52%) and Long: AUD (0.79%). On a YTD basis, multi-strategy currency funds remain the standout performers, boasting gains of over 9%.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Long: Yen 4.12% 5.90% 0.79% -6.82% 3.46% -3.30%
Long | Short: Multi 1.52% 7.90% 6.97% 15.08% 9.23% 26.05%
Long: AUD 0.79% 5.67% 8.01% 8.27% 6.00% 13.34%
Short: USD 0.75% 2.40% 2.70% 1.69% 1.62% 12.35%
Long: CHF 0.65% 3.81% 2.79% 4.10% 2.79% 16.95%
Long: Emerging 0.57% 2.36% 4.20% 6.28% 2.78% 13.82%
Long: EUR 0.11% 0.66% 0.93% 1.02% 0.40% 7.25%
Long: GBP 0.04% 1.49% 3.71% 1.42% 1.46% 11.30%
Long: CAD 0.01% 1.81% 2.80% 1.07% 0.55% 4.74%
Long: USD -0.68% -1.99% -1.42% 1.21% -1.10% -4.43%
Short: Yen -5.48% -7.50% -0.64% 11.42% -4.38% 7.22%

Top & Bottom 5 ETFs by Weekly Performance

The leveraged YCL (ProShares Ultra Yen) was the clear leader this week, surging 5.79% as the Yen strengthened. Conversely, the YCS (ProShares UltraShort Yen) was the primary laggard, falling -5.48%. The EUO (ProShares UltraShort Euro) also struggled, posting a -0.81% return for the week.

Ticker Fund Name WTD Performance
Top Performers
YCL ProShares Ultra Yen 5.79%
FXY Invesco Currencyshares Japanese Yen Trust 2.44%
FOXY Simplify Currency Strategy ETF 1.52%
ULE ProShares Ultra Euro 0.86%
FXA Invesco CurrencyShares Australian Dollar Trust 0.79%
Bottom Performers
YCS ProShares UltraShort Yen -5.48%
EUO ProShares UltraShort Euro -0.81%
USDU WisdomTree Bloomberg US Dollar Bullish Fund -0.70%
UUP Invesco DB US Dollar Index Bullish Fund -0.65%
FXC Invesco CurrencyShares Canadian Dollar Trust 0.01%

Analyzing the Weekly Flows

The channel attracted $66 million in total net flows this week. The Long: CHF category led all groups with $40 million in weekly inflows, further cementing its position as the largest category with $576 million in total AUM. The multi-strategy Long | Short: Multi category also saw significant interest, gathering $15 million. On the defensive side, the Short: Yen category experienced the largest outflows of $3 million as investors rotated out of bearish Yen bets.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Long: CHF 1 $576M $40M $170M $165M $165M $397M
Long | Short: Multi 1 $88M $15M $26M $28M $30M $81M
Long: USD 2 $412M $6M $12M ($38M) ($20M) ($209M)
Long: EUR 3 $517M $4M $54M $36M $47M $284M
Long: Yen 2 $556M $3M $24M $32M $18M $98M
Long: AUD 1 $102M $0M $10M $20M $10M $29M
Long: CAD 1 $79M $0M $0M ($3M) $4M $4M
Long: Emerging 1 $16M $0M $2M $4M $2M $8M
Long: GBP 1 $72M $0M ($6M) ($19M) ($6M) $19M
Short: USD 1 $149M $0M $12M $2M $9M $95M
Short: Yen 1 $27M ($3M) ($7M) ($12M) ($7M) $1M

Top & Bottom 5 ETFs by 5-Day Flow

The FXF (Invesco CurrencyShares Swiss Franc Trust) led all individual funds with $40 million in new capital. On the outflow side, the UUP (Invesco DB US Dollar Index Bullish Fund) and the YCS (ProShares UltraShort Yen) both shed $3 million over the past five trading days.

Ticker Fund Name 5-Day Flow
Inflows
FXF Invesco CurrencyShares Swiss Franc Trust $40M
FOXY Simplify Currency Strategy ETF $15M
USDU WisdomTree Bloomberg US Dollar Bullish Fund $9M
FXE Invesco CurrencyShares Euro Trust $5M
FXY Invesco Currencyshares Japanese Yen Trust $3M
Outflows
UUP Invesco DB US Dollar Index Bullish Fund ($3M)
YCS ProShares UltraShort Yen ($3M)
EUO ProShares UltraShort Euro ($1M)

Issuer League Table Update

Invesco remains the dominant issuer in the Currency channel, commanding a massive 84.65% market share with $2.2 billion in AUM. WisdomTree holds the second position with 7.42% share. Invesco also led weekly flows with $46 million in net new money, while ProShares saw the largest outflows among major issuers, losing $4 million for the week.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Invesco 8 $2.20B 84.65%
WisdomTree 2 $0.19B 7.42%
ProShares 4 $0.12B 4.53%
Simplify 1 $0.09B 3.39%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Invesco $46M
Simplify $15M
WisdomTree $9M
Outflows
ProShares -$4M

For a deeper dive into these trends, access our FREE, in-depth Currency 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.