Alternative ETF Recap: SVIX Soars, UVIX Dives as Investors Rotate

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Weekly Channel Summary

The Alternative ETF channel, comprising 46 ETFs from 28 different issuers, holds a total of $10.2 billion in assets under management. This past week, the channel experienced modest net outflows of ($11 million). This recent withdrawal slightly tempers the channel’s strong long-term momentum, which has seen net inflows of $4.02 billion year-to-date and $4.32 billion over the past year.

This Week’s Performance Leaders and Laggards

Performance this week was defined by a stark divergence in volatility strategies. The "Volatility – Short" category surged, posting a weekly gain of 4.71%, though it remains down -8.79% for the year. Conversely, the "Volatility – Long" category plummeted, losing -10.41% for the week and extending its year-to-date losses to -27.70%. Within the Absolute Return group, "Multi-Strategy" led the way with a modest 0.60% gain for the week.

Absolute Return Category Performance

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Absolute Return – Multi-Strategy 0.60% 1.62% 2.14% 7.32% 3.80% 4.19%
Absolute Return – Managed Futures 0.49% 2.45% 5.30% 9.14% 4.11% 6.33%
Absolute Return – Event Driven 0.20% 1.24% 2.21% 5.92% 8.35% 9.07%

Volatility Category Performance

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Alternative: Volatility – Short 4.71% -0.46% 8.96% 33.66% -8.79% -6.88%
Alternative: Volatility – Long -10.41% -3.70% -22.01% -45.16% -27.70% -34.24%

Top & Bottom 5 ETFs by Weekly Performance

Reflecting the category-level trend, the week’s top performer was the -1x Short VIX Futures ETF (SVIX), a short volatility fund that gained 9.19%. The two worst-performing ETFs were both long volatility funds: the 2x Long VIX Futures ETF (UVIX), which lost -18.63%, and the ProShares Ultra VIX Short-Term Futures ETF (UVXY), which fell -15.37%.

Ticker Fund Name WTD Performance
Top Performers
SVIX -1x Short VIX Futures ETF 9.19%
SVXY ProShares Short VIX Short-Term Futures ETF 5.37%
SVOL Simplify Volatility Premium ETF 4.28%
VYLD Inverse Vix Short-Term Futures ETN 2.37%
ZVOL Volatility Premium Plus ETF 2.36%
Bottom Performers
UVIX 2x Long VIX Futures ETF -18.63%
UVXY ProShares Ultra VIX Short-Term Futures ETF -15.37%
VIXI Defiance Enhanced Long Vol ETF -13.60%
VIXY ProShares VIX Short-Term Futures ETF -10.34%
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN -10.31%

Analyzing the Weekly Flows

Despite total net outflows of ($11 million) for the channel, investor behavior showed a distinct contrarian streak. The "Volatility – Long" category, which was the week’s worst performer (-10.41%), actually attracted the most new money, pulling in $11 million. Conversely, the "Absolute Return – Event Driven" category saw the largest outflows at ($13 million). Overall, the three Absolute Return categories experienced net withdrawals totaling ($21 million) for the week.

Absolute Return Category Flows

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Absolute Return – Multi-Strategy 11 $1.9B $0M $243M $266M $294M $442M
Absolute Return – Managed Futures 14 $4.2B ($8M) $296M $606M $1,563M $1,836M
Absolute Return – Event Driven 9 $0.4B ($13M) ($4M) ($3M) ($23M) ($22M)

Volatility Category Flows

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Alternative: Volatility – Long 7 $2.4B $11M ($195M) $1,087M $2,618M $2,504M
Alternative: Volatility – Short 5 $1.3B ($1M) $2M ($240M) ($434M) ($443M)

Top & Bottom 5 ETFs by 5-Day Flow

The top inflow leader was the 2x Long VIX Futures ETF (UVIX), a long volatility fund that gathered $42 million, representing a significant 10.63% of its AUM. This inflow occurred despite the fund’s -18.63% loss for the week. The two largest outflow leaders were the iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX), which shed ($72 million), and the AltShares Merger Arbitrage ETF (ARB), with ($10 million) in outflows.

Ticker Fund Name 5-Day Flow
Inflows
UVIX 2x Long VIX Futures ETF $42M
UVXY ProShares Ultra VIX Short-Term Futures ETF $41M
IMF Invesco Managed Futures Strategy ETF $1M
WZRD Opportunistic Trader ETF $0M
EVNT AltShares Event-Driven ETF $0M
Outflows
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN ($72M)
ARB AltShares Merger Arbitrage ETF ($10M)
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF ($3M)
SPAQ Horizon Kinetics SPAC Active ETF ($2M)
DBMF IMGP DBi Managed Futures Strategy ETF ($2M)

Issuer League Table Update

In the issuer landscape, Simplify maintains the top spot by market share at 19.36%, with $1.98 billion in AUM. IM holds second place with 18.05% of the market and $1.85 billion in AUM. For the week, Volatility Shares led all issuers in asset gathering, pulling in $42 million, while iPath experienced the largest outflows at ($72 million).

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Simplify 3 $1.98B 19.36%
IM 1 $1.85B 18.05%
ProShares 6 $1.18B 11.56%
New York Life Investments 2 $1.09B 10.59%
iPath 2 $1.03B 10.10%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Volatility Shares $42M
ProShares $41M
Invesco $1M
Outflows
iPath ($72M)
Altshares ($10M)
KraneShares ($3M)

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