$9B Surge in Taxable Bond Flows as Securitized Products Lead

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Weekly Channel Summary

The FI: Taxable channel, comprising 641 ETFs from 132 issuers, closed the week with a total AUM of $1,966B. The channel experienced net inflows of $8.97B over the past week, contributing to a year-to-date total of $318.80B. Over the past year, the channel has seen $351.35B in net new assets.

This Week’s Performance Leaders and Laggards

This week, Securitized (0.20%) and Government Intermediate (0.17%) were the top-performing categories. Convertible was the primary laggard, down -1.58% WTD, though it remains the top performer year-to-date at 22.83%.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Securitized 0.20% 0.58% 2.18% 4.30% 7.10% 6.97%
Government Intermediate 0.17% 0.50% 1.71% 3.11% 6.88% 6.37%
Government Short 0.15% 0.36% 1.23% 2.34% 4.65% 5.12%
Short-Term 0.10% 0.30% 1.39% 3.29% 5.53% 5.93%
Government Ultrashort 0.09% 0.35% 1.06% 2.14% 3.63% 4.36%
Ultrashort 0.07% 0.33% 1.27% 2.90% 4.42% 5.12%
Bank Loans 0.03% 0.25% 0.99% 3.82% 4.32% 5.52%
Core 0.01% 0.40% 2.02% 4.08% 6.69% 6.14%
Core Enhanced 0.01% 0.37% 2.15% 4.50% 6.96% 6.29%
Emerging -0.04% 0.69% 2.73% 7.34% 11.57% 9.99%
Multisector Taxable -0.05% 0.24% 1.74% 4.52% 6.26% 6.06%
Inflation Protected -0.09% -0.01% 1.25% 3.03% 6.75% 5.79%
International -0.11% -0.28% 0.00% 2.08% 10.44% 7.11%
Preferred Stock -0.15% -0.57% 2.17% 6.17% 5.35% 3.40%
Corporate -0.18% -0.05% 1.81% 5.15% 7.16% 6.32%
International USD -0.23% 0.66% 0.92% 2.12% 3.49% 4.57%
Government Long -0.30% 0.79% 3.05% 4.14% 6.69% 3.54%
High Yield -0.30% -0.23% 1.66% 5.37% 6.73% 6.81%
Emerging USD -0.36% 1.20% 3.90% 9.22% 11.32% 10.64%
Long-Term -0.48% -0.20% 2.63% 6.66% 7.71% 5.20%
Convertible -1.58% -1.28% 5.57% 14.31% 22.83% 23.61%

Top & Bottom 5 ETFs by Weekly Performance

The best-performing ETF this week was the Virtus InfraCap U.S. Preferred Stock ETF (PFFA) with a 0.85% return. The two worst performers were REX Bitcoin Corporate Treasury Convertible Bond ETF (BMAX) at -4.24% and Digital Asset Debt Strategy ETF (DADS) at -3.46%.

Ticker Fund Name WTD Performance
Top Performers
PFFA Virtus InfraCap U.S. Preferred Stock ETF 0.85%
CRDT Simplify Opportunistic Income ETF 0.69%
TYA Simplify Intermediate Term Treasury Futures Strategy ETF 0.55%
TUA Simplify Short Term Treasury Futures Strategy ETF 0.51%
FEMB First Trust Emerging Markets Local Currency Bond ETF 0.46%
Bottom Performers
BMAX REX Bitcoin Corporate Treasury Convertible Bond ETF -4.24%
DADS Digital Asset Debt Strategy ETF -3.46%
DRSK Aptus Defined Risk ETF -1.80%
ICVT iShares Convertible Bond ETF -1.53%
CWB State Street SPDR Bloomberg Convertible Securities ETF -1.41%

Analyzing the Weekly Flows

The channel saw $8.96B in total net inflows this week. The leading Segment was FI: Multi-Sector with $4.39B in. For Credit Type, Credit: Investment Grade led with $7.52B. Duration: Ultrashort was the top duration category, attracting $3.65B. The largest outflows were seen in Credit: High Yield, which lost ($141M).

Flows by Segment

Segment Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
FI: Multi-Sector 263 $803.4B $4,389M $20,636M $55,330M $149,445M $169,568M
FI: Government 113 $596.0B $3,136M $14,154M $34,417M $98,980M $93,597M
FI: Corporate 163 $367.9B $1,184M $6,729M $22,323M $38,847M $43,924M
FI: Bank Loans 33 $56.8B $211M ($1,566M) $2,316M $11,252M $18,242M
FI: Securitized 37 $101.6B $58M ($64M) $3,983M $18,465M $23,955M
FI: Cat Bonds 1 $0.0B $1M $4M $6M $16M $16M
FI: Preferred Stock 24 $39.6B ($17M) $215M $1,199M $1,712M $1,965M

Flows by Credit Type

Credit Type Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
Credit: Investment Grade 328 $1,581.6B $7,515M $32,375M $90,878M $247,008M $270,012M
Credit: Blend 158 $202.7B $1,580M $7,381M $21,656M $51,053M $54,689M
Credit: High Yield 147 $181.1B ($141M) $314M $6,970M $20,584M $26,496M

Flows by Duration

Duration Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
Duration: Ultrashort 113 $366.4B $3,647M $3,473M $17,347M $93,379M $108,547M
Duration: Intermediate 382 $1,143.6B $2,555M $25,323M $76,725M $179,580M $203,476M
Duration: Short 82 $261.2B $1,648M $6,339M $13,851M $34,819M $40,728M
Duration: Long 56 $194.1B $1,103M $4,935M $11,581M $10,867M ($1,554M)

Top & Bottom 5 ETFs by 5-Day Flow

The iShares 0-3 Month Treasury Bond ETF (SGOV) led individual fund inflows, gathering $1.37B. The largest outflows came from iShares iBoxx $ High Yield Corporate Bond ETF (HYG) with ($522M) and Schwab Intermediate-Term US Treasury ETF (SCHR) with ($478M).

Ticker Fund Name 5-Day Flow
Inflows
SGOV iShares 0-3 Month Treasury Bond ETF $1,368M
TLT iShares 20+ Year Treasury Bond ETF $743M
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF $672M
JPST JPMorgan Ultra-Short Income ETF $542M
VCSH Vanguard Short-Term Corporate Bond ETF $455M
Outflows
HYG iShares iBoxx $ High Yield Corporate Bond ETF ($522M)
SCHR Schwab Intermediate-Term US Treasury ETF ($478M)
SCHO Schwab Short-Term US Treasury ETF ($408M)
EMB iShares JP Morgan USD Emerging Markets Bond ETF ($374M)
IAGG iShares Core International Aggregate Bond ETF ($334M)

Issuer League Table Update

The top two issuers by market share remain iShares (38.34%) and Vanguard (26.67%). Vanguard led all issuers in weekly inflows with $3.53B, while Schwab saw the largest outflows among top issuers, losing ($1.02B).

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 82 $753.79B 38.34%
Vanguard 29 $524.24B 26.67%
SPDR 38 $162.82B 8.28%
JPMorgan 18 $70.86B 3.60%
Schwab 12 $67.12B 3.41%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Vanguard $3,529M
iShares $1,919M
JPMorgan $940M
Outflows
Schwab ($1,021M)
Janus Henderson ($95M)
WisdomTree ($87M)

For a deeper dive into these trends, access our FREE, in-depth Taxable 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.