Leverage | Inverse ETFs See $1.5B in Outflows Amidst Mixed Performance

Share

Weekly Channel Summary

The Leverage | Inverse ETF channel closed the week with $159 Billion in assets across 524 funds from 25 issuers. The channel experienced net outflows of ($1.50 Billion) for the week. Year-to-date, the space has gathered $1.99 Billion in net inflows, with a rolling 1-year total of $3.49 Billion.

This Week’s Performance Leaders and Laggards

Performance was mixed this week, with Equity: Thematic – Precious Metals leading the way with a return of 5.49%. On the downside, Commodity: Focused – Energy was the primary laggard, declining by -5.62%.

Category Return Profiles

The table below highlights the return profiles for funds tracking top categories, showing the dispersion between the best and worst performing ETFs in each space.

Category Underlying WTD Return Min Return Max Return
Equity: U.S. Large Cap – Blend -0.54% SDOW (-3.12%) UDOW (3.00%)
Digital Asset: Cryptocurrency – Bitcoin 0.71% ETQ (-6.23%) BTFX (7.05%)
Equity: U.S. Small Cap – Blend 1.21% SDD (-3.96%) SAA (3.93%)
Equity: Thematic – Disruptive Tech -2.13% QPUX (-11.68%) FNGD (8.70%)
Equity: Sector – Energy -0.86% GUSH (-7.38%) DRIP (7.77%)
Equity: Sector – Information Technology -2.00% SOXL (-10.50%) SOXS (9.18%)
Equity: Sector – Financials 2.32% BNKD (-8.82%) DPST (10.83%)
Equity: U.S. Large Cap – Growth -1.55% QQUP (-6.32%) QQDN (6.48%)
Commodity: Focused – Precious Metals 2.77% ZSL (-11.18%) AGQ (9.58%)
Equity: Sector – Health Care 0.47% TBXU (-5.45%) PILL (9.36%)
Equity: Sector – Industrial 1.38% JETD (-9.85%) JETU (10.21%)

Top & Bottom 5 ETFs by Weekly Performance

The top-performing fund this week was KOLD, which surged 52.81%. Conversely, the worst performers were BOIL and GDXD, which fell -38.06% and -17.99% respectively.

Ticker Fund Name WTD Performance
Top Performers
KOLD ProShares UltraShort Bloomberg Natural Gas 52.81%
GDXU MicroSectors Gold Miners 3X Leveraged ETN 17.83%
JNUG Direxion Daily Junior Gold Miners Index Bull 2X Shares 14.26%
NUGT Direxion Daily Gold Miners Index Bull 2x Shares 11.25%
DPST Direxion Daily Regional Banks Bull 3X Shares 10.83%
Bottom Performers
BOIL ProShares Ultra Bloomberg Natural Gas -38.06%
GDXD MicroSectors Gold Miners -3X Inverse Leveraged ETNs -17.99%
JDST Direxion Daily Junior Gold Miners Index Bear 2X Shares -13.72%
QPUX Defiance 2X Daily Long Pure Quantum ETF -11.68%
DUST Direxion Daily Gold Miners Index Bear 2x Shares -11.23%

Analyzing the Weekly Flows

The channel saw a total net outflow of ($1.50 Billion) this week. The Leverage | Inverse – Commodity category led in inflows with $277 Million in new assets, followed by the Crypto category which added $213 Million. The Leverage | Inverse – Equity category experienced the largest outflows, shedding ($2.04 Billion).

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Leverage | Inverse – Commodity 18 $4,697M $277M $323M $296M $790M $750M
Leverage | Inverse – Crypto 19 $5,934M $213M $378M $2,792M $4,369M $4,551M
Leverage | Inverse – Single Stock 275 $28,722M $55M $1,718M $5,261M $10,058M $11,215M
Leverage | Inverse – Fixed Income 15 $4,914M ($10M) ($147M) ($828M) ($1,265M) ($1,104M)
Leverage | Inverse – Equity 190 $114,698M ($2,035M) ($2,474M) ($6,330M) ($11,972M) ($11,928M)

Top & Bottom 5 ETFs by 5-Day Flow

BOIL topped the leaderboard with $282 Million in net inflows. On the other hand, SOXL and TQQQ faced the heaviest selling, with outflows of ($1.02 Billion) and ($289 Million) respectively.

Ticker Fund Name 5-Day Flow
Inflows
BOIL ProShares Ultra Bloomberg Natural Gas $282M
UGL ProShares Ultra Gold $102M
ETHU 2x Ether ETF $101M
SOXS Direxion Daily Semiconductor Bear 3x Shares $72M
AGQ ProShares Ultra Silver $71M
Outflows
SOXL Direxion Daily Semiconductor Bull 3x Shares ($1,018M)
TQQQ ProShares UltraPro QQQ ($289M)
UPRO ProShares UltraPro S&P500 ($262M)
SQQQ ProShares UltraPro Short QQQ ($243M)
KOLD ProShares UltraShort Bloomberg Natural Gas ($228M)

Issuer League Table Update

ProShares and Direxion continue to dominate the landscape, holding the top two spots for market share. In terms of weekly flows, Defiance gathered the most assets with steady inflows, while Direxion saw the largest outflows for the week.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
ProShares 107 $73.20B 46.04%
Direxion 120 $55.11B 34.67%
GraniteShares 39 $8.26B 5.19%
REX Microsectors 19 $7.92B 4.98%
Volatility Shares 6 $3.99B 2.51%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Defiance $308M
Volatility Shares $187M
Leverage Shares $28M
Outflows
Direxion ($1,198M)
ProShares ($568M)
GraniteShares ($246M)

For a deeper dive into these trends, access our FREE, in-depth Leverage | Inverse 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.