The $1.5B Surge: Equities Drive the Synthetic Income ETF Boom

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Weekly Channel Summary

The Synthetic Income ETF channel continues to demonstrate significant scale and steady growth. Across the landscape, there are now 341 ETFs managed by 65 distinct issuers, commanding a massive $178B in total Assets Under Management (AUM). Flow activity remains highly positive, with the channel attracting $1.54B in net new money over the past 5 days alone. Looking at longer-term trends, the segment has gathered $11.08B year-to-date and an impressive $70.65B over the trailing 1-year period.

This Week’s Performance Leaders and Laggards

Performance across the Synthetic Income channel showed meaningful divergence this week, heavily influenced by underlying asset class dynamics. Commodities and broad market equities generally provided positive momentum, while cryptocurrency-linked income strategies faced notable headwinds.

Top & Bottom 5 ETFs by Weekly Performance

The Kurv Silver Enhanced Income ETF (KSLV) was the strongest performer this week with a robust gain of 10.31%. Conversely, crypto-focused funds faced the steepest declines; the Amplify Ethereum Max Income Covered Call ETF (EHY) and the Amplify Ethereum 3% Monthly Option Income ETF (ETTY) were the biggest laggards, dropping -17.69% and -13.85%, respectively.

Ticker Fund Name WTD Performance
Top Performers
KSLV Kurv Silver Enhanced Income ETF 10.31%
SLJY Amplify SILJ Covered Call ETF 5.87%
USOY Defiance Oil Enhanced Options Income ETF 5.38%
FIVY YieldMax Dorsey Wright Hybrid 5 Income ETF 4.59%
FEAT YieldMax Dorsey Wright Featured 5 Income ETF 3.94%
Bottom Performers
EHY Amplify Ethereum Max Income Covered Call ETF -17.69%
ETTY Amplify Ethereum 3% Monthly Option Income ETF -13.85%
IETH Bitwise Ethereum Option Income Strategy ETF -5.36%
HAKY Amplify HACK Cybersecurity Covered Call ETF -4.55%
XRPM Amplify XRP 3% Monthly Premium Income ETF -4.26%

Analyzing the Weekly Flows

The Synthetic Income space brought in a net total of $1.54B this week, heavily driven by equity-linked strategies. The Synthetic Income – Equity category easily led the charge, pulling in $1,413M into its massive $160.75B AUM base. Synthetic Income – Commodity also saw notable interest, attracting $82M. On the other end of the spectrum, Synthetic Income – Single Stock experienced the largest outflows among categories, shedding -$17M over the past five days.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Synthetic Income – Equity 172 $160,749M $1,413M $7,081M $17,126M $10,765M $53,086M
Synthetic Income – Commodity 12 $2,179M $82M $258M $567M $363M $1,201M
Synthetic Income – Crypto 21 $1,545M $33M $152M $834M $262M $2,549M
Synthetic Income – Fixed Income 20 $4,925M $27M $203M $449M $230M $1,712M
Synthetic Income – Multi-Asset 5 $370M $1M $16M $176M $163M $200M
Synthetic Income – Single Stock 102 $7,793M -$17M -$630M $467M -$741M $11,862M

Top & Bottom 5 ETFs by 5-Day Flow

The NEOS Nasdaq 100 High Income ETF (QQQI) led the pack in absolute terms, gathering an impressive $295M. Meanwhile, the YieldMax Ultra Option Income Strategy ETF (ULTY) and the Roundhill Innovation-100 0DTE Covered Call Strategy ETF (QDTE) led the outflows, shedding -$27M and -$23M, respectively.

Ticker Fund Name 5-Day Flow
Inflows
QQQI NEOS Nasdaq 100 High Income ETF $295M
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $218M
SPYI NEOS S&P 500 High Income ETF $213M
JEPI JPMorgan Equity Premium Income ETF $119M
QYLD Global X NASDAQ 100 Covered Call ETF $90M
Outflows
ULTY YieldMax Ultra Option Income Strategy ETF -$27M
QDTE Roundhill Innovation-100 0DTE Covered Call Strategy ETF -$23M
MAGY Roundhill Magnificent Seven Covered Call ETF -$18M
FTQI First Trust Nasdaq BuyWrite Income ETF -$16M
HIGH Simplify Enhanced Income ETF -$11M

Issuer League Table Update

JPMorgan remains the undisputed heavyweight with a commanding 44.06% market share, followed by fast-growing Neos at 11.86%. Neos was the most successful asset gatherer this week, bringing in an impressive $648M. Notably, none of the top 5 issuers by AUM experienced net outflows over the 5-day period, though YieldMax (the fourth-largest issuer) took in a relatively light $7M and continues to face recent headwinds with a 30-day flow of -$533M. Outside the top 5, Roundhill saw the steepest outflows for the week at -$57M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 3 $78.26B 44.06%
Neos 18 $21.07B 11.86%
Global X 16 $13.24B 7.46%
YieldMax 60 $9.11B 5.13%
FT Vest 11 $8.65B 4.87%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Neos $648M
JPMorgan $336M
Amplify $95M
Outflows
Roundhill -$57M
Simplify -$14M
Defiance -$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.