Multi-Asset ETF Weekly Recap: Strong $244M Inflows Defy Broad Performance Drops

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Weekly Channel Summary

The Multi-Asset ETF channel currently represents $34.70B in total Assets Under Management (AUM) across 144 individual products from 83 brands. The channel experienced solid net inflows over the past 5 days totaling $244M. This recent capital injection brings the Year-to-Date (YTD) channel flows up to $3.71B, with robust 1-Year trailing net flows sitting at $10.30B.

This Week’s Performance Leaders and Laggards

Target Risk Performance

All Target Risk categories faced headwinds this week. Conservative strategies were the most insulated, dropping -0.98%, while Global Macro funds saw the steepest average decline at -1.98%. Among individual funds, Cambria Tactical Yield ETF (TYLD) managed to hold positive ground, whereas Unlimited HFGM Global Macro ETF (HFGM) took a significant hit.

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Conservative -0.98% -2.69% 0.20% 1.47% 0.00% 7.38%
Growth -1.74% -6.18% -1.97% -0.14% -2.09% 11.47%
Moderate -1.76% -5.19% 0.47% 2.79% 0.16% 13.11%
Aggressive -1.78% -6.16% -2.62% 0.27% -2.88% 15.13%
Global Macro -1.98% -5.47% 0.14% 3.27% 0.10% 14.12%
Ticker Fund Name WTD Performance
Top 5 Target Risk ETFs
TYLD Cambria Tactical Yield ETF 0.04%
GDMA Gadsden Dynamic Multi-Asset ETF -0.05%
KNOW Fundamentals First ETF -0.30%
DDV Defined Duration 5 ETF -0.48%
NDOW Anydrus Advantage ETF -0.75%
Bottom 5 Target Risk ETFs
HFGM Unlimited HFGM Global Macro ETF -4.79%
ARP PMV Adaptive Risk Parity ETF -4.49%
UPAR UPAR Ultra Risk Parity ETF -3.77%
RHTX RH Tactical Outlook ETF -3.76%
CLSM ETC Cabana Target Leading Sector Moderate ETF -3.57%

Specialty Performance

Real Assets faced pressure this week as the category drew down -2.49%, although it remains the best-performing category Year-to-Date. Multi-Asset Income performed relatively better, posting a -1.20% decline. ERNZ defied the weekly drop, printing a slight gain of 0.05%.

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Multi-Asset Income -1.20% -4.33% -0.34% 0.10% -0.65% 6.94%
Real Assets -2.49% -3.43% 8.69% 13.26% 8.26% 28.42%
Ticker Fund Name WTD Performance
Top 5 Specialty ETFs
ERNZ TrueShares Active Yield ETF 0.05%
YFYA Yields for You Income Strategy A ETF -0.30%
CEFS Saba Closed End Funds ETF -0.31%
THRV Prospera Income ETF -0.34%
HIPS GraniteShares HIPS US High Income ETF -0.43%
Bottom 5 Specialty ETFs
RAAX VanEck Real Assets ETF -3.49%
CEFD ETRACS Monthly Pay 1.5X Leveraged CEF Index ETN -3.05%
LCO LOGIQ Contrarian Opportunities ETF -2.94%
AMAX Adaptive Hedged Multi-Asset Income ETF -2.85%
PPI Astoria Real Assets ETF -2.44%

Alternative Asset Sleeve Performance

The Alternative Asset Sleeve experienced heavy volatility, leading all categories downwards with a steep -4.69% drop this week. Crypto and gold-linked strategies dragged down the average considerably, though select stacked yield and bonds/futures strategies like RSBY (3.24%) managed to shine through the broader weakness.

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Alternative Asset Sleeve -4.69% -4.45% -2.94% -3.65% -2.66% 23.88%
Ticker Fund Name WTD Performance
Top 5 Alternative Asset Sleeve ETFs
RSBY Return Stacked Bonds & Futures Yield ETF 3.24%
RSSY Return Stacked U.S. Stocks & Futures Yield ETF 2.03%
WTIB USCF Oil Plus Bitcoin Strategy Fund 0.12%
RSBA Return Stacked Bonds & Merger Arbitrage ETF -0.37%
NTSE WisdomTree Emerging Markets Efficient Core Fund -0.53%
Bottom 5 Alternative Asset Sleeve ETFs
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund -20.77%
ISBG IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF -15.40%
BEGS Rareview 2x Bull Cryptocurrency & Precious Metals ETF -13.13%
BTGD STKd 100% Bitcoin & 100% Gold ETF -11.22%
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund -10.15%

Analyzing the Weekly Flows

Net weekly flows into the Multi-Asset channel totaled $244M. Target Risk – Global Macro led the charge with a robust $137M in net creations, heavily driven by State Street’s ALLW. On the flip side, Specialty – Multi-Asset Income experienced the largest contraction, shedding -$23M over the past 5 trading days.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Target Risk – Global Macro 30 $4.64B $137M $481M $908M $893M $1,889M
Specialty Real Assets 4 $2.32B $49M $297M $705M $688M $1,034M
Target Risk – Growth 11 $9.90B $47M $354M $1,397M $1,243M $4,241M
Target Risk – Aggressive 3 $3.09B $14M $34M $132M $113M $434M
Specialty – Alternative Asset Sleeve 34 $4.42B $14M $51M $479M $419M $1,169M
Target Risk – Conservative 6 $1.21B $6M $34M $44M $33M $137M
Target Risk – Moderate 20 $3.45B -$4M $39M $91M $35M $218M
Specialty – Multi-Asset Income 26 $5.18B -$23M $17M $212M $192M $884M

Top & Bottom 5 ETFs by 5-Day Flow

Ticker Fund Name 5-Day Flow
Top 5 Inflows
ALLW State Street Bridgewater All Weather ETF $130M
CGBL Capital Group Core Balanced ETF $38M
RAAX VanEck Real Assets ETF $23M
RLY State Street Multi-Asset Real Return ETF $18M
INCM Franklin Income Focus ETF $14M
Top 5 Outflows
ERNZ TrueShares Active Yield ETF -$32M
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund -$10M
MDIV Multi-Asset Diversified Income Index Fund -$7M
AGOX Adaptive Alpha Opportunities ETF -$5M
RPAR RPAR Risk Parity ETF -$3M

Issuer League Table Update

Looking at the issuer landscape, iShares maintains its dominance with a 26.44% market share, followed closely by Capital Group at 15.50%. On the flows front, State Street emerged as the definitive winner this week, taking in $130M, while TrueShares suffered the heaviest redemptions, losing -$32M in the same timeframe.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 19 $9.17B 26.44%
Capital Group 1 $5.38B 15.50%
WisdomTree 7 $2.59B 7.46%
Franklin 1 $1.33B 3.84%
SPDR 3 $1.32B 3.81%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Top 3 Issuer Inflows
State Street $130M
Capital Group $38M
iShares $28M
Top 3 Issuer Outflows
TrueShares -$32.0M
First Trust -$8.0M
Adaptive -$4.0M

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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.