Muted Trading Masks Targeted Action in Credit and Thematic Equities

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Macro Summary

The total market volume for the session settled at $268.3B, marking a generally muted trading day at 80% of the 30-day average. Activity across the board remained restrained, though underlying shifts within Fixed Income and select Equity thematic categories suggested targeted positioning rather than broad-based directional conviction.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $187.0B $221.0B 85%
Fixed Income $29.6B $32.0B 92%
Commodity $13.8B $29.5B 47%
Digital Asset $3.6B $6.9B 53%
Currency $83.0M $118.5M 70%
Alternative $929.6M $1.3B 69%
Non-Traditional $33.0B $42.4B 78%
Multi-Asset $234.7M $239.5M 98%

Equity

Equity trading hit $187.0B across the session, representing 85% of its 30-day average. Thematic – Sustainability and Global Ex-U.S. Small & Mid Cap categories were the standout segments, showing targeted inflows amidst a broader market consolidation.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Thematic – Sustainability 209% $433.5M +1.36%
Equity: Global Ex-U.S. Small | Mid Cap 131% $432.0M +0.30%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1269% $114.7M +0.76%
DSI iShares ESG MSCI KLD 400 ETF 945% $114.7M +0.89%
IXG iShares Global Financials ETF 736% $19.7M -2.09%
ILOW AB International Low Volatility Equity ETF 581% $31.7M +0.09%
BUG Global X Cybersecurity ETF 522% $120.3M +0.15%
IETC iShares U.S. Tech Independence Focused ETF 510% $35.9M +1.07%
PXF Invesco RAFI Developed Markets ex-U.S. ETF 474% $45.1M +0.62%
TXUE Thornburg International Equity ETF 472% $12.2M +0.55%
IYM iShares U.S. Basic Materials ETF 452% $95.9M +0.90%
MXI iShares Global Materials ETF 447% $15.8M +0.96%

Fixed Income

At $29.6B, Fixed Income volume reached a steady 92% of average. Notably, credit-sensitive sectors caught bids, with Taxable – Bank Loans moving at double their standard pace and High Yield strategies seeing sustained turnover amidst generally flat daily returns.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Taxable – Bank Loans 201% $1.4B -0.17%
Fixed Income: Taxable – High Yield 130% $5.7B -0.07%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
VSDB Vanguard Short Duration Bond ETF 2589% $151.4M -0.04%
SYFI AB Short Duration High Yield ETF 685% $29.8M 0.00%
FLBL Franklin Senior Loan ETF Franklin Liberty Senior Loan Fund 398% $39.1M -0.26%
CLOX Eldridge AAA CLO ETF 360% $9.7M -0.02%
XAGG Eaton Vance Income Opportunities ETF 342% $40.4M +0.16%
VWOB Vanguard Emerging Markets Government Bond ETF 322% $162.2M -0.12%
GOVI Invesco Equal Weight 0-30 Year Treasury ETF 298% $55.0M +0.09%
LEMB iShares J.P. Morgan EM Local Currency Bond ETF 270% $29.8M +0.02%
FLHY Franklin High Yield Corporate ETF 247% $12.3M -0.08%
JBBB Janus Henderson B-BBB CLO ETF 236% $43.7M -0.43%

Commodity

It was an exceptionally quiet day for commodities, logging just $13.8B in volume (47% of its normal average). Activity remained light across the spectrum, with scarce rotation among focused sub-groups.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund 236% $11.0M +0.07%

Digital Asset

Activity contracted notably in the Digital Asset space, finishing at $3.6B or 53% of its usual 30-day clip. Investors stepped back from immediate deployment across major cryptocurrencies, allowing prices to drift marginally lower across the complex.

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.

Currency

FX ETFs continued a trend of sparse engagement, registering just $83.0M on the day (70% of ADV) without material positional pivots drawing attention.

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.

Alternative

Trading in Alternatives was broadly muted at $929.6M (69% of average), lacking the catalyst needed to drive elevated absolute return or volatility positioning strategies today.

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 strategies processed $33.0B in trades (78% of ADV). Despite the overarching lull, option-based buffers, single-stock leverage, and synthetic income strategies maintained relatively healthy granular action.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
ZALT Innovator U.S. Equity 10 Buffer ETF – Quarterly 368% $19.2M +0.31%
SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF 276% $12.4M +1.36%
KORU Direxion MSCI Daily South Korea Bull 3X Shares 234% $199.2M +10.15%
USDX SGI Enhanced Core ETF 227% $5.9M -0.04%
FTQI First Trust Nasdaq BuyWrite Income ETF 212% $12.0M +0.99%
AMDL GraniteShares 2x Long AMD Daily ETF 204% $417.4M +17.63%
CHPY YieldMax Semiconductor Portfolio Option Income ETF 193% $34.9M +1.75%
MLPI NEOS MLP & Energy Infrastructure High Income ETF 175% $22.0M -0.31%
BALT Innovator Defined Wealth Shield ETF 167% $19.5M +0.18%
BUYW Main BuyWrite ETF 165% $10.0M +0.21%

Multi-Asset

Multi-Asset funds came closest to baseline norms, finishing at 98% of ADV on $234.7M in volume. Tactical allocations within real assets and moderate target-risk profiles led the marginal action today.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
RLY State Street Multi-Asset Real Return ETF 329% $19.1M +0.38%
YYY Amplify CEF High Income ETF 220% $8.1M +0.04%
AOM iShares Core 40/60 Moderate Allocation ETF 167% $11.7M +0.51%

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.