Leverage & Inverse Weekly: Single Stocks Attract $594 Million

Share

Weekly Channel Summary

The Leverage & Inverse ETF channel, comprising 479 ETFs from 25 issuers, holds approximately $165.2B in total assets under management. The channel experienced modest net inflows of $79M over the past week. This contrasts with the year-to-date trend, which has seen net outflows of $114M. Over the past year, the channel has attracted cumulative inflows of $3.53B.

This Week’s Performance Leaders and Laggards

It was a mixed week for performance, with “Equity: Region – Latin America” leading all categories with a 2.72% week-to-date (WTD) return. On the other end of the spectrum, “Equity: Thematic – FinTech” was the primary laggard, declining by 4.65% for the week.

Category Performance Snapshot

The table below breaks down the week-to-date performance of each category by its corresponding levered and inverse ETF implementations.

Category Levered: 2x Levered: 3x Levered: 4x Inverse: 1x Inverse: 2x Inverse: 3x
Commodity: Focused – Agriculture 6.16%
Commodity: Focused – Energy 2.06% -2.55%
Commodity: Focused – Industrial Metals -1.44% 4.07%
Commodity: Focused – Precious Metals -4.33% -8.03% 0.16%
Digital Asset: Cryptocurrency – Bitcoin -2.62% -0.26% -0.69%
Equity: Emerging Large Cap 0.57% 0.87% 0.70% -1.05%
Equity: Global Ex-U.S. Large Cap – Blend -1.28% 1.34%
Equity: Region – Asia-Pacific 2.17% 16.23% 2.16% 4.23%
Equity: Region – Asia-Pacific Emerging -2.58% -4.26% 6.26%
Equity: Region – Eurozone -2.53% -3.77% 2.63%
Equity: Region – Latin America 4.44% 4.81% -4.27%
Equity: Sector – Communication Services -1.42% 4.49% -1.99%
Equity: Sector – Consumer Discretionary 1.58% -5.59% 7.54%
Equity: Sector – Consumer Staples -7.16% 0.03% 0.65%
Equity: Sector – Energy 0.25% -1.00% 1.58% 3.60%
Equity: Sector – Financials -3.06% -3.38% -1.89% 1.58%
Equity: Sector – Health Care 3.19% 4.88% 0.02% -11.77%
Equity: Sector – Industrial 0.06% 0.12% -6.80% 7.46%
Equity: Sector – Information Technology 6.80% 8.78% -8.79%
Equity: Sector – Materials -7.53% 4.30% 8.00%
Equity: Sector – Real Estate -8.30% -12.34% 5.39% 12.84%
Equity: Sector – Utilities -5.16% -7.64% -3.02%
Equity: Thematic – Disruptive Tech 6.26% 7.08% -4.78% -7.96%
Equity: Thematic – Evolving Consumer -7.12% 1.49%
Equity: Thematic – FinTech -0.62% 0.15%
Equity: Thematic – Industrial Revolution 0.39%
Equity: Thematic – Infrastructure -10.20%
Equity: Thematic – Midstream & MLPs
Equity: Thematic – Multi-Sector -1.48% 0.10%
Equity: Thematic – Natural Resources 13.35%
Equity: Thematic – Precious Metals -3.20% 0.87% -1.29% 1.78%
Equity: U.S. Large Cap – Blend -0.64% 1.73% 2.21% -1.87% -1.81%
Equity: U.S. Large Cap – Growth 3.76% 5.65% 2.07% -5.55% -5.80%
Equity: U.S. Small Cap – Blend -5.45% -4.54% 0.77% 1.47% 4.54%
Fixed Income: Taxable – Government Intermediate -1.35% -2.12% 1.36% 2.21%
Fixed Income: Taxable – Government Long 0.71% -4.02% 2.67% 4.11%
Fixed Income: Taxable – High Yield -0.16%
Fixed Income: Taxable – Preferred Stock -2.58%

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing ETF this week was the QPUX (Defiance 2X Daily Long Pure Quantum ETF), which gained 18.59%. The week’s biggest laggards were the RETL (Direxion Daily Retail Bull 3x Shares), down 13.34%, and the DRN (Direxion Daily Real Estate Bull 3x Shares), which fell 12.34%.

Ticker Fund Name WTD Performance
Top Performers
QPUX Defiance 2X Daily Long Pure Quantum ETF 18.59%
KORU Direxion MSCI Daily South Korea Bull 3X Shares 16.23%
URAA Direxion Daily Uranium Industry Bull 2X Shares 13.35%
DRV Direxion Daily Real Estate Bear 3X Shares 12.84%
USD ProShares Ultra Semiconductors 12.34%
Bottom Performers
RETL Direxion Daily Retail Bull 3x Shares -13.34%
DRN Direxion Daily Real Estate Bull 3x Shares -12.34%
SSG Proshares Ultrashort Semiconductors -11.94%
LABD Direxion Daily S&P Biotech Bear 3X Shares -11.77%
MSOX AdvisorShares MSOS Daily Leveraged ETF -11.03%

Analyzing the Weekly Flows

The channel saw net inflows of $79M this week. The “Leverage | Inverse – Single Stock” category led the way, attracting $594M in new assets. This category, which now holds $30.6B in AUM, was followed by “Leverage | Inverse – Crypto,” which gathered $77M. On the negative side, the “Leverage | Inverse – Equity” category saw the largest outflows, shedding $444M.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Leverage | Inverse – Single Stock 226 $30,624M $594M $1,800M $1,471M $6,729M $9,987M
Leverage | Inverse – Crypto 18 $7,847M $77M $1,182M $2,684M $3,717M $4,896M
Leverage | Inverse – Fixed Income 14 $5,383M ($60M) ($282M) ($1,128M) ($1,078M) ($1,040M)
Leverage | Inverse – Commodity 18 $3,575M ($88M) $100M $259M $593M $359M
Leverage | Inverse – Equity 190 $117,770M ($444M) ($2,565M) ($11,188M) ($10,075M) ($10,670M)

Top & Bottom 5 ETFs by 5-Day Flow

At the individual fund level, UPRO (ProShares UltraPro S&P500) led all ETFs with $446M in new assets. The heaviest redemptions came from SOXL (Direxion Daily Semiconductor Bull 3x Shares), which lost $1.325B, and TQQQ (ProShares UltraPro QQQ), which saw $204M in outflows.

Ticker Fund Name 5-Day Flow
Inflows
UPRO ProShares UltraPro S&P500 $446M
SQQQ ProShares UltraPro Short QQQ $269M
SPXL Direxion Daily S&P 500 Bull 3x Shares $240M
SOXS Direxion Daily Semiconductor Bear 3x Shares $151M
QLD ProShares Ultra QQQ $113M
Outflows
SOXL Direxion Daily Semiconductor Bull 3x Shares ($1,325M)
TQQQ ProShares UltraPro QQQ ($204M)
SH ProShares Short S&P500 ($71M)
TNA Direxion Daily Small Cap Bull 3x Shares ($54M)
SPXU ProShares UltraPro Short S&P500 ($50M)

Issuer League Table Update

The issuer landscape remains concentrated, with ProShares (45.16% market share) and Direxion (34.43% market share) controlling the vast majority of assets. ProShares was also the top asset gatherer this week, pulling in $506M, while Direxion saw the largest outflows at $945M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
ProShares 107 $74.65B 45.16%
Direxion 115 $56.91B 34.43%
GraniteShares 38 $9.69B 5.86%
REX Microsectors 19 $7.88B 4.76%
Volatility Shares 6 $5.25B 3.18%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
ProShares $506M
Defiance $293M
GraniteShares $155M
Outflows
Direxion ($945M)
Cambria ($1M)
Azoria ($1M)

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.