Capital Group Sweeps Flows, Real Assets Deliver Top Returns

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Weekly Channel Summary

The Multi-Asset ETF channel represents a dynamic segment of the market, currently consisting of 144 individual ETFs managed by 82 distinct issuers. The collective channel commands a robust $36B in Assets Under Management (AUM). Capital continued to pour into these strategies this week, resulting in a solid $407M in 5-day net flows. This builds upon significant momentum observed year-to-date with $2.79B in inflows, and an impressive $9.87B over the trailing 1-year period.

This Week’s Performance Leaders and Laggards

Target Risk Performance

In the Target Risk segment, the Moderate allocation tier led the pack this week with a gain of 0.61%, closely followed by Global Macro strategies at 0.44%. Aggressive allocations lagged, posting a minor loss of -0.28% for the week. The standout fund was the Q3 All-Season Active Rotation ETF (QVOY) surging 2.46%.

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Moderate 0.61% 2.72% 6.76% 12.64% 6.43% 19.18%
Global Macro 0.44% 2.39% 6.67% 12.34% 6.40% 18.89%
Conservative 0.36% 1.52% 3.22% 6.32% 3.13% 10.32%
Growth 0.19% 1.91% 5.08% 9.46% 4.59% 16.87%
Aggressive -0.28% 0.50% 4.00% 9.82% 3.43% 21.52%
Ticker Fund Name WTD Performance
Top 5 Target Risk ETFs
QVOY Q3 All-Season Active Rotation ETF 2.46%
MOOD Relative Sentiment Tactical Allocation ETF 2.11%
UPAR UPAR Ultra Risk Parity ETF 2.02%
ALLW SPDR Bridgewater All Weather ETF 1.86%
MSMR McElhenny Sheffield Managed Risk ETF 1.57%
Bottom 5 Target Risk ETFs
AGOX Adaptive Alpha Opportunities ETF -0.91%
DYTA SGI Dynamic Tactical ETF -0.85%
SPLS PIMCO US Stocks PLUS Active Bond Exchange-Traded Fund -0.50%
BAMO Brookstone Opportunities ETF -0.46%
LEXI Alexis Practical Tactical ETF -0.43%

Specialty Performance

Within Specialty categories, Real Assets generated impressive outperformance with a 1.71% weekly gain, padding their dominant 1-Year trailing return to over 36%. Meanwhile, Multi-Asset Income experienced mild headwinds, retreating slightly by -0.13% over the 5-day session.

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Real Assets 1.71% 6.73% 14.56% 22.45% 14.02% 36.26%
Multi-Asset Income -0.13% 1.21% 3.59% 5.77% 3.75% 10.57%
Ticker Fund Name WTD Performance
Top 5 Specialty ETFs
PPI Astoria Real Assets ETF 2.21%
RAAX VanEck Real Assets ETF 2.00%
RLY State Street Multi-Asset Real Return ETF 1.95%
AMAX Adaptive Hedged Multi-Asset Income ETF 1.00%
RAA SMI 3Fourteen REAL Asset Allocation ETF 0.66%
Bottom 5 Specialty ETFs
HYIN WisdomTree Private Credit and Alternative Income Fund -1.91%
CVY Invesco Zacks Multi-Asset Income ETF -1.77%
HIPS GraniteShares HIPS US High Income ETF -1.36%
CEFZ RiverNorth Active Income ETF -0.68%
YYY Amplify CEF High Income ETF -0.46%

Alternative Asset Sleeve Performance

The Alternative Asset Sleeve composite achieved a strong 0.99% return over the past 5 trading days. Gold and fiat-alternative strategies distinctly drove outsized gains within this segment, counterbalanced by pronounced weakness in cryptocurrency-linked blended allocations.

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Alternative Asset Sleeve 0.99% -1.40% 3.56% 13.67% 3.73% 38.48%
Ticker Fund Name WTD Performance
Top 5 Alternative Asset Sleeve ETFs
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund 10.88%
BPRO Bitwise Proficio Currency Debasement ETF 5.48%
GOLY Strategy Shares Gold Enhanced Yield ETF 4.08%
NTSE WisdomTree Emerging Markets Efficient Core Fund 3.64%
GLDB IDX Alternative FIAT ETF 3.61%
Bottom 5 Alternative Asset Sleeve ETFs
ISSB IncomeSTKd 1 x US Stocks & 1x Bitcoin Premium ETF -4.49%
OOSB One One S&P 500 and Bitcoin ETF -3.83%
OOQB One One Nasdaq-100 and Bitcoin ETF 1Shs -3.57%
WTIB USCF Oil Plus Bitcoin Strategy Fund -2.22%
XXX CYBER HORNET S&P 500 and XRP 75/25 Strategy ETF -1.39%

Analyzing the Weekly Flows

ETF investors allocated over $407M into the Multi-Asset space this week. Target Risk – Growth was the definitive front-runner, attracting $193M in net inflows. No category saw net outflows for the week, highlighting broad positive sentiment across the channel despite varying performance profiles.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Target Risk – Growth 11 $10.23B $193M $764M $1,574M $1,082M $4,174M
Specialty – Real Assets 4 $2.15B $82M $389M $449M $473M $1,141M
Target Risk – Global Macro 30 $4.45B $56M $315M $545M $469M $1,500M
Specialty – Multi-Asset Income 26 $5.38B $31M $133M $232M $206M $917M
Specialty – Alternative Asset Sleeve 34 $4.81B $12M $202M $540M $380M $1,093M
Target Risk – Aggressive 3 $3.23B $10M $51M $136M $89M $418M
Target Risk – Conservative 6 $1.22B $8M $17M $33M $7M $144M
Target Risk – Moderate 20 $3.55B $5M $29M $135M $0M $194M

Top & Bottom 5 ETFs by 5-Day Flow

Ticker Fund Name 5-Day Flow
Top 5 Inflows
CGBL Capital Group Core Balanced ETF $134M
AOR iShares Core 60/40 Balanced Allocation ETF $54M
ALLW SPDR Bridgewater All Weather ETF $45M
RAA SMI 3Fourteen REAL Asset Allocation ETF $38M
RLY State Street Multi-Asset Real Return ETF $25M
Bottom 5 Outflows
AGOX Adaptive Alpha Opportunities ETF -$12M
TDSB ETC Cabana Target Beta ETF -$4M
TDSC ETC Cabana Target Drawdown 10 ETF -$4M
CLSM ETC Cabana Target Leading Sector Moderate ETF -$4M
DALI First Trust Dorsey Wright DALI Equity ETF -$3M

Issuer League Table Update

The Multi-Asset ETF channel is heavily consolidated at the top, with iShares holding a commanding 26.84% of market share. Notably, Capital Group holds over 15% of the market with just a single fund offering. This week, Capital Group comfortably led all issuers with $134M in net flow intake, while Adaptive experienced the largest outflows.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 19 $9.53B 26.84%
Capital Group 1 $5.47B 15.39%
WisdomTree 7 $2.88B 8.12%
SPDR 5 $2.31B 6.49%
Franklin 1 $1.31B 3.69%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Top 3 Weekly Inflows
Capital Group $134M
iShares $73M
SPDR $71M
Bottom 3 Weekly Outflows
Adaptive -$19M
Cabana -$12M
Invesco -$12M

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.