Performance Mixed as Synthetic Income ETFs Pull in $808M

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Weekly Channel Summary

The Synthetic Income ETF channel currently tracks $184.2 billion in total Assets Under Management (AUM) across 360 ETFs from 68 different issuers. The category continues to attract significant investor interest, pulling in $808 million in net flows over the past 5 days. This weekly surge pushes Year-to-Date (YTD) inflows to $20.74 billion and highlights the massive momentum behind the space, which has gathered an impressive $71.50 billion over the past 1 year.

This Week’s Performance Leaders and Laggards

The performance landscape for Synthetic Income ETFs was mixed this week, with crypto-focused strategies posting impressive gains while certain energy and tech-covered call strategies struggled.

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing ETF for the week was the Nicholas Crypto Income ETF (BLOX), which surged 13.98%. Conversely, the Amplify HACK Cybersecurity Covered Call ETF (HAKY) and the Defiance Oil Enhanced Options Income ETF (USOY) were the two worst performers, dropping -7.77% and -7.75% respectively.

Ticker Fund Name WTD Performance
Top Performers
BLOX Nicholas Crypto Income ETF 13.98%
XBCI NEOS Boosted Bitcoin High Income ETF 12.88%
MAXI Simplify Bitcoin Strategy PLUS Income ETF 11.74%
SOXY YieldMax Target 12 Semiconductor Option Income ETF 10.08%
CHPY YieldMax Semiconductor Portfolio Option Income ETF 9.88%
Bottom Performers
HAKY Amplify HACK Cybersecurity Covered Call ETF -7.77%
USOY Defiance Oil Enhanced Options Income ETF -7.75%
YQQQ YieldMax Short N100 Option Income Strategy ETF -3.82%
XLEI State Street Energy Select Sector SPDR Premium Income ETF -2.90%
EGGS NestYield Total Return Guard ETF -2.46%

Analyzing the Weekly Flows

The Synthetic Income channel generated $808 million in net inflows this week. The Equity category led the charge by a wide margin, absorbing $743 million to push its total AUM to $167.5 billion. The Fixed Income category also saw a modest but positive influx of $27 million. On the other end of the spectrum, the Single Stock category was the only segment to experience net outflows, shedding -$8 million over the 5-day period.

Category Flows Summary

Category Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
Synthetic Income – Equity 190 $167,527M $743M $5,517M $18,041M $19,641M $55,321M
Synthetic Income – Fixed Income 21 $5,168M $27M $184M $486M $527M $1,845M
Synthetic Income – Commodity 15 $2,246M $25M $83M $486M $539M $1,309M
Synthetic Income – Crypto 22 $1,553M $21M $132M $346M $383M $2,061M
Synthetic Income – Multi-Asset 5 $380M $1M $5M $177M $177M $213M
Synthetic Income – Single Stock 104 $7,323M ($8M) $291M ($426M) ($530M) $10,745M

Top & Bottom 5 ETFs by 5-Day Flow

Leading the way for individual funds, the NEOS Nasdaq 100 High Income ETF (QQQI) secured the top spot with a robust $224 million in weekly inflows. Meanwhile, the Global X NASDAQ 100 Covered Call ETF (QYLD) and the YieldMax Ultra Option Income Strategy ETF (ULTY) faced the heaviest redemptions, seeing outflows of -$80 million and -$39 million respectively.

Ticker Fund Name 5-Day Flow
Inflows
QQQI NEOS Nasdaq 100 High Income ETF $224M
JEPI JPMorgan Equity Premium Income ETF $201M
SPYI NEOS S&P 500 High Income ETF $124M
DIVO Amplify CWP Enhanced Dividend Income ETF $37M
ACYN FT Vest Laddered Autocallable Barrier & Income ETF $35M
Outflows
QYLD Global X NASDAQ 100 Covered Call ETF ($80M)
ULTY YieldMax Ultra Option Income Strategy ETF ($39M)
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF ($22M)
JEPQ JPMorgan NASDAQ Equity Premium Income ETF ($21M)
CHPY YieldMax Semiconductor Portfolio Option Income ETF ($12M)

Issuer League Table Update

The Synthetic Income landscape remains highly concentrated at the top, with JPMorgan dominating the space at a 44.06% market share, followed by Neos at 12.82%. Neos proved to be the standout asset gatherer this week, pulling in a massive $457 million in 5-day inflows to lead all issuers. Meanwhile, YieldMax and top-tier issuer Global X (the third-largest issuer in the channel) faced the heaviest headwinds, registering outflows of -$52 million and -$48 million respectively.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 5 $81.16B 44.06%
Neos 18 $23.62B 12.82%
Global X 17 $13.09B 7.11%
Amplify 14 $8.68B 4.71%
FT Vest 11 $8.62B 4.68%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Neos $457M
JPMorgan $184M
Amplify $55M
Outflows
YieldMax -$52M
Global X -$48M
Roundhill -$10M

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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.