The Synthetic Income Surge: Equity Options Lead $1.2B Weekly Inflow Haul

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Weekly Channel Summary

The Synthetic Income ETF channel currently tracks 355 ETFs across 66 issuers, representing a Total AUM of $176B. The channel continues to see solid traction, pulling in $1.21B in 5-Day flows. Looking at broader timeframes, the channel has accumulated $18.85B in YTD flows and a massive $71.57B in 1-Year flows.

This Week’s Performance Leaders and Laggards

The weekly performance landscape was a mixed bag, with precious metals driving top returns while cryptocurrency strategies largely struggled. Gold and silver mining option strategies dominated the upside, whereas Bitcoin and broader crypto income strategies took significant hits.

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing ETF this week was the Roundhill Gold Miners WeeklyPay ETF (GDXW), delivering a stellar WTD return of 8.37%. On the negative side, the two worst-performing funds were the Nicholas Crypto Income ETF (BLOX) and the FT Vest Bitcoin Strategy & Target Income ETF (DFII), dropping -8.32% and -8.09% respectively.

Ticker Fund Name WTD Performance
Top 5 Performers
GDXW Roundhill Gold Miners WeeklyPay ETF 8.37%
GDXY YieldMax Gold Miners Option Income Strategy ETF 6.58%
SLVX Nicholas Silver Income ETF 6.48%
SLJY Amplify SILJ Junior Silver Miners Covered Call ETF 6.43%
MINY YieldMax Strategic Metals & Mining Portfolio Option Income ETF 5.06%
Bottom 5 Performers
BLOX Nicholas Crypto Income ETF -8.32%
DFII FT Vest Bitcoin Strategy & Target Income ETF -8.09%
MAXI Simplify Bitcoin Strategy PLUS Income ETF -7.53%
YGLD Simplify Gold Strategy PLUS Income ETF -7.39%
XBCI NEOS Boosted Bitcoin High Income ETF -7.07%

Analyzing the Weekly Flows

The overall channel posted a strong net flow of $1,206M for the week. The Synthetic Income – Equity category was the overwhelming driver, absorbing $1,091M in new assets and expanding its AUM to $159,687M. The Synthetic Income – Single Stock category also experienced significant demand, capturing $71M. On the flip side, the Synthetic Income – Commodity segment was the sole category to bleed assets, facing outflows of -$27M.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Synthetic Income – Equity 186 $159,687M $1,091M $5,683M $18,848M $17,872M $55,097M
Synthetic Income – Single Stock 104 $7,458M $71M $269M -$658M -$522M $11,196M
Synthetic Income – Crypto 22 $1,460M $46M $121M $352M $354M $2,052M
Synthetic Income – Fixed Income 21 $5,084M $23M $188M $469M $472M $1,714M
Synthetic Income – Multi-Asset 5 $367M $2M $9M $175M $173M $210M
Synthetic Income – Commodity 15 $2,070M -$27M $82M $535M $492M $1,295M

Top & Bottom 5 ETFs by 5-Day Flow

At the fund level, the JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) topped the charts with a massive $427M in net inflows. Conversely, the largest redemptions were concentrated in Goldman Sachs products, with the Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) and the Goldman Sachs S&P 500 Premium Income ETF (GPIX) bleeding -$80M and -$79M respectively.

Ticker Fund Name 5-Day Flow
Top 5 Inflows
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $427M
JEPI JPMorgan Equity Premium Income ETF $281M
QQQI NEOS Nasdaq 100 High Income ETF $100M
DIVO Amplify CWP Enhanced Dividend Income ETF $76M
QYLD Global X NASDAQ 100 Covered Call ETF $46M
Bottom 5 Outflows
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF -$80M
GPIX Goldman Sachs S&P 500 Premium Income ETF -$79M
IGLD FT Vest Gold Strategy Target Income ETF -$23M
XDTE Roundhill S&P 500 0DTE Covered Call Strategy ETF -$22M
GRNI Fundstrat Granny Shots US Large Cap & Income ETF -$12M

Issuer League Table Update

The issuer landscape remains highly concentrated at the top. JPMorgan maintains a dominant market share of 43.95%, followed by Neos at 12.48%. JPMorgan also extended its lead by gathering the most weekly inflows at $708M. While all top 5 issuers successfully attracted capital this week, Global X (the 3rd largest issuer) has faced structural outflows over the last 30 days (-$12M). Notably, Goldman Sachs (a top 10 issuer) saw the most severe recent penalty from investors, experiencing -$159M in 5-day outflows.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 3 $77.42B 43.95%
Neos 18 $21.99B 12.48%
Global X 16 $12.73B 7.22%
YieldMax 62 $8.64B 4.91%
Amplify 14 $8.32B 4.73%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Top 3 Inflows
JPMorgan $708M
Neos $243M
Amplify $79M
Bottom 3 Outflows
Goldman Sachs -$159M
Roundhill -$20M
Fundstrat -$12M

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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.