Utilities and Infrastructure Surge as Broad Market Volume Dips

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Macro Summary

Total market volume for the session ending February 10, 2026, reached $272.1B, representing approximately 86% of the 30-day average. The session was characterized by a selective rotation, where activity was concentrated in defensive sectors like Utilities and targeted international regions—specifically Japan and Europe—while broad U.S. Equity indices and Digital Assets traded on lighter-than-usual volume.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $193.7B $206.6B 94%
Fixed Income $29.2B $31.7B 92%
Commodity $11.9B $29.4B 41%
Digital Asset $4.9B $7.2B 67%
Currency $140.0M $108.3M 129%
Alternative $834.7M $1.1B 78%
Non-Traditional $31.3B $40.6B 77%
Multi-Asset $216.2M $232.8M 93%

Equity

Equity markets saw a total volume of $193.7B, operating at 94% of average activity. The session was headlined by significant liquidity in the Eurozone and Japan, alongside a major rotation into defensive Utilities and Infrastructure themes.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Thematic – Infrastructure 254% $1.1B +0.40%
Region – Eurozone 199% $1.4B -0.18%
Sector – Utilities 143% $1.7B +1.56%
Global Ex-U.S. Small | Mid Cap 143% $444.6M +0.67%
Sector – Financials 132% $5.6B -0.68%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
IAI iShares U.S. Broker-Dealers & Exchanges 599% $163.9M -3.17%
IEUR iShares Core MSCI Europe ETF 546% $530.0M -0.40%
EUFN iShares MSCI Europe Financials ETF 398% $191.6M -1.61%
VXF Vanguard Extended Market ETF 396% $317.1M -0.02%
EFAV iShares MSCI EAFE Min Vol Factor ETF 367% $156.2M +0.51%
EWJ iShares MSCI Japan ETF 302% $2.0B +2.05%
KXI iShares Global Consumer Staples ETF 278% $17.9M -0.17%
IYK iShares U.S. Consumer Staples ETF 263% $55.8M -0.09%
PAVE Global X U.S. Infrastructure Development 252% $196.4M +0.70%
RWL Invesco S&P 500 Revenue ETF 246% $66.8M -0.26%

Fixed Income

Fixed Income volume was $29.2B. Yield-sensitive areas like Securitized and Government Long-Term bonds drove the session’s activity outliers.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
DMBS DoubleLine Mortgage ETF 849% $32.4M +0.14%
VCRM Vanguard Core Tax-Exempt Bond ETF 485% $69.7M +0.14%
FLRT Pacer Floating Rate High Income ETF 269% $11.9M -0.20%
GOVI Invesco Equal Weight Treasury ETF 268% $21.5M +0.71%
BSJR Invesco BulletShares 2027 HY Corp 251% $12.1M -0.07%
ZROZ PIMCO 25+ Year Zero Coupon Treasury 186% $60.0M +2.04%
HYGH iShares Hedged High Yield Bond ETF 200% $8.0M +0.12%

Commodities

Commodities traded on unusually low volume (41% of average). While Precious Metals was muted, Base Metals saw outlier activity via the DBB fund.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
DBB Invesco DB Base Metals Fund 195% $22.5M -1.10%

Digital Asset

Digital Asset volume reached $4.9B. Ethereum-linked products faced significant pressure with average returns of -4.84%.

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.

Currencies

Currency ETFs traded at 129% of average activity, driven primarily by safe-haven flows into the Japanese Yen.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Currency 129% $140.0M -0.00%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
FXY Invesco Currencyshares Japanese Yen Trust 212% $28.6M +1.02%

Alternatives

Alternatives generated $834.7M in volume. Interest was highest in Volatility Long products, which posted average returns of +2.15%.

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 products saw $31.3B in volume. While Leverage and Inverse Equity dominated volume, synthetic income outliers like EFAA saw elevated activity.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
EFAA Invesco MSCI EAFE Income Advantage 182% $7.8M +0.09%
BUCK Simplify Treasury Option Income ETF 156% $7.9M -0.15%

Multi-Asset

Multi-Asset volume was $216.2M. Global Macro strategies remained in focus, led by Bridgewater’s All Weather strategy.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
ALLW SPDR Bridgewater All Weather ETF 168% $26.4M +0.11%

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.