Equity Resilience and Commodity Strength vs. the Digital Asset Retreat

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Macro Summary

Total market volume for the session reached $285.0B, representing 87% of the 30-day average. The trading day was characterized by a consolidated effort in the Equity and Non-Traditional spaces, though overall market activity remained slightly below the month-long trend. Digital Assets faced significant headwinds with a broad retreat, while Commodities showed pockets of strength in Energy and Precious Metals despite lower aggregate volume levels.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $203.6B $216.5B 94%
Fixed Income $28.2B $32.2B 88%
Commodities $12.4B $29.6B 42%
Digital Asset $4.4B $6.9B 63%
Currencies $143.1M $112.2M 128%
Alternatives $1.1B $1.2B 90%
Non-Traditional $34.9B $41.9B 83%
Multi-Asset $245.9M $235.5M 104%

Equity

Equity ETFs recorded $203.6B in volume, operating at 94% of normal levels. The class saw positive movement with an average 1-day return of +0.51%. Significant activity was noted in Latin American regional funds and Natural Resources, while broad U.S. Large Cap Blend remained the primary volume driver.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Region – Latin America 294% $446.4M +0.23%
Equity: Thematic – Sustainability 131% $271.3M +0.41%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
NANR SPDR S&P North American Natural Resources ETF 2282% $87.9M +1.65%
FELV Fidelity Enhanced Large Cap Value ETF 1345% $74.5M +0.27%
IGE iShares North American Natural Resources ETF 708% $109.7M +1.87%
ICOW Pacer Developed Markets International Cash Cows 100 ETF 403% $43.0M +0.27%
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 371% $35.7M +0.55%
IWX iShares Russell Top 200 Value ETF 326% $74.3M +0.40%
ILF iShares Latin America 40 ETF 297% $445.0M +0.75%
RWL Invesco S&P 500 Revenue ETF 292% $90.3M +0.31%
SCHK Schwab 1000 Index ETF 255% $95.3M +0.58%
VV Vanguard Large-Cap ETF 206% $243.7M +0.49%

Fixed Income

Fixed Income volume totaled $28.2B (88% of ADV). Returns were broadly flat to slightly negative (-0.04% average). Outsized activity was seen in active core and high-yield credit segments, while Municipal bonds remained relatively quiet at 80% activity.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
GVI iShares Intermediate Government/Credit Bond ETF 564% $88.9M -0.11%
MLN VanEck Long Muni ETF 303% $11.7M -0.14%
TFLO iShares Treasury Floating Rate Bond ETF 154% $116.7M +0.03%

Commodities

Commodity ETFs experienced a lighter session with $12.4B in volume (42% of ADV). Despite lower volume, the class posted strong gains (+2.32% average), led by the Energy sector which saw activity levels at 109% of its ADV.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Digital Asset

Digital Asset volume was $4.4B, or 63% of ADV. It was a difficult session for the space, with the asset class falling -2.76% on average. Bitcoin and Ethereum categories remained the primary focuses of liquidity but showed muted activity vs. historical norms.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Currencies

Currency ETFs saw higher-than-average participation at 128% of ADV, though aggregate dollar volume remains small compared to other classes. The session saw a broad -0.19% decline in currency-tracking products.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Currency 128% $143.1M -0.19%

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Alternatives

Alternative ETFs saw $1.1B in volume, operating at 90% of their 30-day average. Managed Futures showed strength with a +1.27% return, while Multi-Strategy funds saw an activity uptick to 137% of ADV.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Non-Traditional

Non-Traditional ETFs (Leveraged, Inverse, and Buffer) registered $34.9B in volume (83% of ADV). Single-stock leveraged products continued to dominate trading activity in this segment, though average returns across the class were positive (+0.44%).

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Multi-Asset

Multi-Asset volume was $245.9M (104% of ADV). Target Risk and Specialty Multi-Asset strategies saw healthy engagement, with Alternative Asset Sleeves and Global Macro categories leading the activity percentages.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

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 activity percentage. 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.