Multi-Asset ETFs: Growth Strategies Shine While Real Assets See Massive Inflows

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Weekly Channel Summary

The Multi-Asset ETF channel stands at a robust $39B in total Assets Under Management (AUM), distributed across 146 ETFs from 82 distinct issuers. Weekly fund flows registered a positive +$0.20B. Longer-term trajectories remain solid with Year-To-Date (YTD) flows sitting at +$5.79B and 1-Year flows reaching +$11.73B.

This Week’s Performance Leaders and Laggards

Target Risk Performance

Target Risk segments broadly posted positive returns this week. Growth-oriented strategies led the pack with a +1.33% advance, followed closely by Aggressive allocations. Global Macro and Conservative categories were the most muted, though still logging +0.64% and +0.57% respectively. On an individual ETF basis, the Inspire Capital Appreciation ETF (RISN) heavily outperformed peers, while the Anydrus Advantage ETF (NDOW) anchored the bottom.

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Growth +1.33% +1.83% +1.93% +9.49% +6.38% +20.00%
Aggressive +1.02% +4.03% +6.69% +13.36% +9.53% +24.73%
Moderate +0.73% +2.30% +2.34% +11.19% +8.17% +21.94%
Conservative +0.57% +0.77% +1.06% +5.08% +3.86% +12.03%
Global Macro +0.64% +1.96% +2.48% +12.09% +8.47% +23.10%
Top 5 Target Risk ETFs
Ticker Fund Name WTD Performance
RISN Inspire Capital Appreciation ETF +4.00%
QVOY Q3 All-Season Active Rotation ETF +1.92%
MVFG Monarch Volume Factor Global Unconstrained Index ETF +1.86%
ROMO Strategy Shares Newfound/ReSolve Robust Momentum ETF +1.57%
TDSC ETC Cabana Target Drawdown 10 ETF +1.46%
Bottom 5 Target Risk ETFs
Ticker Fund Name WTD Performance
NDOW Anydrus Advantage ETF -0.83%
AGOX Adaptive Alpha Opportunities ETF -0.72%
GHTA Goose Hollow Tactical Allocation ETF -0.38%
FARX Frontier Asset Absolute Return ETF -0.14%
DRAI Draco Evolution AI ETF -0.09%

Specialty Performance

The Specialty group saw moderate gains over the past five days. Multi-Asset Income strategies advanced +0.69%, supported by steady yield performance, while Real Assets saw a softer +0.21% WTD. Invesco Zacks Multi-Asset Income ETF (CVY) topped the segment, narrowly beating out the ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETN (CEFD).

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Multi-Asset Income +0.69% +0.96% +1.35% +7.51% +5.15% +15.39%
Real Assets +0.21% +1.02% +3.39% +20.46% +15.83% +35.62%
Top 5 Specialty ETFs
Ticker Fund Name WTD Performance
CVY Invesco Zacks Multi-Asset Income ETF +1.72%
CEFD ETRACS Monthly Pay 1.5X Leveraged Closed-End Fund Index ETN +1.71%
MDIV Multi-Asset Diversified Income Index Fund +1.33%
JFLI JPMorgan Flexible Income ETF +1.29%
HNDL Strategy Shares Nasdaq 7HANDL Index ETF +1.24%
Bottom 5 Specialty ETFs
Ticker Fund Name WTD Performance
HYIN WisdomTree Private Credit and Alternative Income Fund -0.84%
AMAX Adaptive Hedged Multi-Asset Income ETF -0.81%
RAAX VanEck Real Assets ETF -0.47%
HIPS GraniteShares HIPS US High Income ETF -0.26%
LCO LOGIQ Contrarian Opportunities ETF +0.08%

Alternative Asset Sleeve Performance

The Alternative Asset Sleeve encountered strong headwinds this week, retreating -1.07%. Digital asset and commodity-linked structures drove much of the volatility, with sharp drops in specific funds—such as the USCF Oil Plus Bitcoin Strategy Fund (WTIB)—outweighing the significant strength in hedged ecosystem plays like the State Street Galaxy Hedged Digital Asset Ecosystem ETF (HECO).

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Alternative Asset Sleeve -1.07% +0.78% +6.47% +13.42% +11.35% +33.32%
Top 5 Alternative Asset Sleeve ETFs
Ticker Fund Name WTD Performance
HECO State Street Galaxy Hedged Digital Asset Ecosystem ETF +3.92%
NTSD WisdomTree Efficient U.S. Plus International Equity Fund +2.13%
NTSI WisdomTree International Efficient Core Fund +2.10%
RSSB Return Stacked Global Stocks & Bonds ETF +1.31%
NTSE WisdomTree Emerging Markets Efficient Core Fund +1.20%
Bottom 5 Alternative Asset Sleeve ETFs
Ticker Fund Name WTD Performance
WTIB USCF Oil Plus Bitcoin Strategy Fund -8.20%
ISBG IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF -7.82%
ISSB IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF -5.90%
BEGS Rareview 2x Bull Cryptocurrency & Precious Metals ETF -5.86%
BTGD STKd 100% Bitcoin & 100% Gold ETF -5.15%

Analyzing the Weekly Flows

Net money remained entirely in positive territory, bringing +$198M into the Multi-Asset channel over the trailing 5 days. Specialty – Real Assets attracted the most significant fresh capital at +$63M, with Target Risk – Growth strategies following suit. Notably, no primary category experienced absolute outflows this week, though the Alternative Asset Sleeve saw the weakest inflows at +$5M. Underneath the hood, Capital Group Core Balanced ETF (CGBL) tied with VanEck Real Assets ETF (RAAX) for top inflows, while ClearShares OCIO ETF (OCIO) shed the most assets.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Specialty – Real Assets 4 $2.94B +$63M +$176M +$808M +$1,199M +$1,484M
Target Risk – Growth 11 $11.39B +$39M +$376M +$1,192M +$2,080M +$4,653M
Target Risk – Global Macro 32 $5.08B +$30M +$101M +$628M +$1,041M +$2,101M
Specialty – Multi-Asset Income 25 $5.58B +$24M +$102M +$306M +$485M +$1,143M
Target Risk – Conservative 6 $1.31B +$14M +$47M +$91M +$91M +$192M
Target Risk – Aggressive 3 $3.45B +$10M +$25M +$113M +$192M +$418M
Target Risk – Moderate 20 $3.59B +$6M +$18M +$55M +$51M +$226M
Specialty – Alternative Asset Sleeve 33 $4.86B +$5M +$12M +$108M +$475M +$1,167M

Top & Bottom 5 ETFs by 5-Day Flow

Top 5 ETFs by 5-Day Inflows
Ticker Fund Name 5-Day Flow
CGBL Capital Group Core Balanced ETF +$45M
RAAX VanEck Real Assets ETF +$45M
ALLW State Street Bridgewater All Weather ETF +$44M
RLY State Street Multi-Asset Real Return ETF +$18M
INCM Franklin Income Focus ETF Income Focus ETF +$16M
Bottom 5 ETFs by 5-Day Outflows
Ticker Fund Name 5-Day Flow
OCIO ClearShares OCIO ETF -$17M
GAL State Street Global Allocation ETF -$9M
MOOD Relative Sentiment Tactical Allocation ETF -$8M
RSBA Return Stacked Bonds & Merger Arbitrage ETF -$6M
HECA Hedgeye Capital Allocation ETF -$5M

Issuer League Table Update

iShares retains its commanding position as the largest issuer in the Multi-Asset space with a 25.87% market share, trailed by Capital Group at 16.61%. This week, Capital Group and VanEck tied for the highest net flows, each gathering +$45M. On the other end of the spectrum, ClearShares recorded the steepest outflows.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 19 $10.04B 25.87%
Capital Group 1 $6.45B 16.61%
WisdomTree 9 $2.79B 7.18%
State Street 2 $1.60B 4.12%
SPDR 3 $1.60B 4.11%

Top & Bottom 3 Issuers by 5-Day Flow

Top 3 Issuers by 5-Day Flow
Brand 5-Day Flow
Capital Group +$45M
VanEck +$45M
State Street +$44M
Bottom 3 Issuers by 5-Day Flow
Brand 5-Day Flow
ClearShares -$17M
Relative Sentiment -$8M
Hedgeye -$5M

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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.