High-Conviction Trading Lifts Volume in Muni Bonds, Mid-Cap Growth, and Bitcoin ETFs

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Macro Summary

Overall ETF market activity finished the day at 107% of its 30-day average, with a total of $308.0B traded. The day’s most significant story was a dramatic surge in the Fixed Income: Municipal – High Yield category, which traded at an exceptional 250% of its normal volume and finished the day up +0.09%. This move, along with elevated activity in Equity (111% of average) and Digital Assets (127% of average), defined a day of targeted, high-conviction trading.

Asset Class Summary

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $211.4B $191.0B 111%
Fixed Income $28.5B $30.8B 93%
Commodities $9.4B $13.3B 71%
Crypto $11.0B $8.6B 127%
Currencies $63.0M $76.2M 83%
Alternatives $1.8B $1.6B 114%
Non-Traditional $45.7B $42.6B 107%
Multi-Asset $181.4M $184.3M 98%

Equity

Equity markets saw $211.4B in total volume, trading at 111% of the 30-day average. Activity was concentrated in several key areas, including U.S. Mid Cap – Growth, which traded at 235% of its average (and closed down -1.59%), driven by heavy turnover in IWP (which fell -1.88%). Global Large Cap – Blend (finishing -1.11%) and Consumer Discretionary (closing -1.26%) also saw elevated volumes, led by funds like JGLO (-1.11%) and XLY (-0.77%).

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
Equity: Sector – Health Care 147% $5.2B +0.13%
Equity: Sector – Financials 130% $5.5B -2.26%
Equity: U.S. Mid Cap – Blend 136% $2.8B -1.71%
Equity: Sector – Consumer Discretionary 154% $2.9B -1.26%
Equity: Sector – Energy 130% $2.6B -1.58%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
JGLO JPMorgan Global Select Equity ETF Global Select Equity ETF 1381% $254.5M -1.11%
JIRE JPMorgan International Research Enhanced Equity ETF 689% $213.1M -1.29%
DNL WisdomTree Global ex-U.S. Quality Growth Fund 622% $15.7M -1.64%
IGM iShares Expanded Tech Sector ETF 584% $518.6M -1.00%
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 485% $16.4M -0.63%
FBT First Trust NYSE Arca Biotechnology Index Fund 484% $17.9M +0.04%
FDL First Trust Morningstar Dividend Leaders Index Fund 415% $141.2M -0.97%
QEFA SPDR MSCI EAFE StrategicFactors ETF 353% $9.3M -1.18%
DIV Global X SuperDividend US ETF 346% $16.5M -0.89%
IWP iShares Russell Mid-Cap Growth ETF 336% $451.1M -1.88%

Fixed Income

The Fixed Income asset class traded $28.5B, or 93% of its 30-day average. The day’s standout activity was a massive surge in Municipal – High Yield, which traded at 250% of its average (finishing +0.09%), driven by exceptional volume in HYD (up +0.23%). Municipal – Long (closing +0.12%) and Taxable – International USD (closing +0.11%) also saw heavy interest, with funds like MLN (flat at 0.00%) and NXUS (down -0.12%) seeing activity well above average.

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Taxable – Ultrashort 107% $1.5B -0.01%
Fixed Income: Taxable – Bank Loans 136% $659.1M -0.12%
Fixed Income: Taxable – Emerging USD 129% $944.5M +0.03%
Fixed Income: Taxable – Preferred Stock 120% $265.6M -0.41%
Fixed Income: Taxable – International USD 143% $402.1M +0.11%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
SBIL Simplify Government Money Market ETF 1110% $281.6M +0.02%
NXUS NuShares ETF Trust Nuveen International Aggregate Bond ETF 886% $199.8M -0.12%
MLN VanEck Long Muni ETF 575% $22.0M 0.00%
HYD VanEck High Yield Muni ETF 569% $125.9M +0.23%
LONZ PIMCO Senior Loan Active Exchange-Traded Fund 416% $45.4M +0.02%
NHYB Nuveen High Yield Corporate Bond ETF 352% $149.7M -0.22%
FALN iShares Fallen Angels USD Bond ETF 327% $74.0M -0.35%
HFSI Hartford Strategic Income ETF 314% $12.1M -0.03%
XEMD BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF 273% $16.3M +0.06%
FLBL Franklin Senior Loan ETF Franklin Liberty Senior Loan Fund 245% $30.6M -0.06%

Commodities

Commodities traded $9.4B in total volume, a quiet session at 71% of the 30-day average. The only notable activity was in the small Shipping Freight category, which traded at 150% of its average (finishing down -0.18%). No other high-volume categories or significant ticker outliers were observed in the asset class.

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
No categories met the high-volume criteria.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
GSG iShares S&P GSCI Commodity Indexed Trust 173% $27.9M +0.41%

Crypto

The Digital Asset class saw significant turnover, trading $11.0B in volume, or 127% of its 30-day average. The activity was heavily concentrated in Bitcoin products, which traded at 131% of average (but fell -2.14% on the day), and Multicoin ETFs (finishing -2.41%) which saw volume at 182% of average. This was largely driven by heavy trading in spot Bitcoin ETFs like ARKB (down -2.51%) and BITB (down -2.35%).

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
Digital Asset: Cryptocurrency – Bitcoin 131% $8.1B -2.14%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
ARKB ARK 21Shares Bitcoin ETF 297% $479.1M -2.51%
FETH Fidelity Ethereum Fund ETF 250% $481.4M -3.84%
BITB Bitwise Bitcoin ETF Trust 211% $343.6M -2.35%
EZBC Franklin Bitcoin ETF 202% $38.8M -2.56%
ETHE Grayscale Ethereum Trust ETF 155% $331.7M -3.93%

Currencies

The Currencies asset class saw a quiet day, with $63.0M in total volume, trading at 83% of its 30-day average. There were no high-volume categories or significant ticker outliers for this asset class.

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
No categories met the high-volume criteria.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
No high-activity ticker outliers for this asset class.

Alternatives

The Alternatives asset class saw $1.8B in volume, trading at 114% of its 30-day average. The activity was led by the Managed Futures category, which traded at 176% of its average (and finished down -0.50%), with notable volume in DBMF (which closed -0.23%). Volatility – Short products also saw elevated interest (122% of average, closing -1.99%).

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
Alternative: Volatility – Short 122% $260.8M -1.99%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
DBMF iMGP DBi Managed Futures Strategy ETF 283% $52.7M -0.23%

Non-Traditional

Non-Traditional products saw $45.7B in volume, trading at 107% of the 30-day average. The activity was concentrated in Leverage | Inverse – Equity, which traded at 125% of its average (and finished down -0.56%). This was driven by significant turnover in inverse S&P 500 products like SPXS (which gained +2.67%) and leveraged products like SSO (which fell -1.73%).

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
Non-Traditional: Leverage | Inverse – Equity 125% $29.0B -0.56%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
SPXS Direxion Daily S&P 500 Bear 3x Shares 271% $594.7M +2.67%
SSO ProShares Ultra S&P 500 224% $784.6M -1.73%
GGLL Direxion Daily GOOGL Bull 2X Shares 204% $280.4M +6.37%
IDVO Amplify CWP International Enhanced Dividend Income ETF 203% $12.2M -0.78%
TECL Direxion Daily Technology Bull 3x Shares 197% $364.2M -4.44%
IWMI NEOS Russell 2000 High Income ETF 195% $16.1M -1.06%
OMAH VistaShares Target 15 Berkshire Select Income ETF 184% $22.3M -1.23%

Multi-Asset

Multi-Asset funds saw $181.4M in total volume, trading at 98% of the 30-day average. Activity was subdued across the asset class, with no high-volume categories or significant ticker outliers to report.

High-Volume Categories (>$100M Traded)

Category Activity vs ADV $ Volume 1-Day Return
No categories met the high-volume criteria.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
No high-activity ticker outliers for this asset class.

Disclaimer: This AI-assisted commentary is for informational purposes only. The “High-Volume Categories” table includes categories with over $100M in volume and activity at least 125% of their 30-day average, limited to the top 5 by volume. The “High-Activity Ticker Outliers” table shows the top 10 ETFs from each asset class, sorted by the highest trading activity versus their 30-day average. All reported ETFs have AUM over $250M and an ADV greater than $2.5M.

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.