Weekly Channel Summary
The Multi-Asset ETF channel currently holds a total of $27 billion in Assets Under Management (AUM) across 128 ETFs from 71 different issuers. The channel experienced positive net flows this week, bringing in $180 million. Year-to-date, the channel has attracted $3.54 billion in new assets, contributing to a total of $5.27 billion in flows over the past year.
This Week’s Performance Leaders and Laggards
The Alternative Asset Sleeve category was the standout performer this week with a strong 3.65% week-to-date (WTD) return, continuing its impressive run with a 27.53% year-to-date (YTD) gain. In contrast, the Multi-Asset Income category was the primary laggard, posting a modest 0.58% return for the week, though it remains up 9.13% YTD.
Category Performance Snapshot
| Category | WTD | 1 Month | 3 Month | 6 Month | YTD | 1 Year |
|---|---|---|---|---|---|---|
| Alt Asset Sleeve | 3.65% | 5.56% | 14.95% | 35.22% | 27.53% | 34.48% |
| Real Assets | 1.59% | 3.40% | 7.27% | 15.87% | 18.90% | 19.94% |
| Target Date | 1.36% | 2.61% | 7.34% | 15.15% | 14.63% | 14.66% |
| Aggressive | 1.36% | 2.38% | 7.33% | 15.24% | 14.53% | 15.30% |
| Moderate | 1.34% | 3.26% | 6.54% | 11.78% | 12.60% | 10.46% |
| Growth | 1.28% | 2.26% | 6.59% | 12.14% | 11.22% | 12.91% |
| Global Macro | 1.27% | 2.41% | 6.34% | 11.28% | 9.35% | 10.60% |
| Conservative | 0.63% | 1.70% | 3.93% | 6.61% | 7.05% | 5.63% |
| Multi-Asset Income | 0.58% | 2.11% | 4.74% | 8.20% | 9.13% | 9.70% |
Top & Bottom 5 ETFs by Weekly Performance
The best-performing individual ETF this week was the Global X Blockchain & Bitcoin Strategy ETF (BITS), which surged by 13.75%. On the other end of the spectrum, the Goose Hollow Tactical Allocation ETF (GHTA) and the WisdomTree Private Credit and Alternative Income Fund (HYIN) were the worst performers, declining by 1.78% and 1.58% respectively.
| Top Performers | ||
| BITS | Global X Blockchain & Bitcoin Strategy ETF | 13.75% |
| HECO | SPDR Galaxy Hedged Digital Asset Ecosystem ETF | 11.17% |
| BEGS | Rareview 2x Bull Cryptocurrency & Precious Metals ETF | 6.78% |
| OQB | One One Nasdaq-100 and Bitcoin ETF 1Shs | 6.24% |
| OOSB | One One S&P 500 and Bitcoin ETF | 6.22% |
| Bottom Performers | ||
| GHTA | Goose Hollow Tactical Allocation ETF | -1.78% |
| HYIN | WisdomTree Private Credit and Alternative Income Fund | -1.58% |
| HIPS | GraniteShares HIPS US High Income ETF | -0.33% |
| MDIV | Multi-Asset Diversified Income Index Fund | -0.23% |
| HOLD | Harbor Alpha Layering ETF | -0.16% |
Analyzing the Weekly Flows
The Multi-Asset channel saw total net inflows of $179 million this week. The Target Risk – Growth category was the clear winner, attracting $85 million in new assets and bringing its total AUM to $7.34 billion. The Specialty – Alternative Asset Sleeve category also saw significant interest with $40 million in inflows. On the other hand, the Target Risk – Moderate category experienced the largest outflows, with a net redemption of $16 million.
Category Flows Summary
| Category | Fund Count | AUM | 5 Day | 30 Day | 90 Day | YTD | 1 Year |
|---|---|---|---|---|---|---|---|
| Target Risk – Growth | 10 | $7.34B | $85M | $531M | $1,131M | $1,872M | $2,724M |
| Specialty – Alternative Asset Sleeve | 23 | $3.45B | $40M | $93M | $182M | $321M | $474M |
| Target Risk – Global Macro | 30 | $2.97B | $24M | $92M | $184M | $206M | $210M |
| Specialty-Multi-Asset Income | 24 | $4.75B | $19M | $90M | $288M | $596M | $806M |
| Specialty Real Assets | 4 | $1.27B | $11M | $62M | $85M | $501M | $517M |
| Target Risk – Aggressive | 2 | $2.81B | $9M | $44M | $127M | $160M | $320M |
| Target Risk – Target Date | 10 | $0.31B | $6M | $22M | $62M | $133M | $180M |
| Target Risk – Conservative | 5 | $1.08B | $2M | ($8M) | $10M | ($116M) | $59M |
| Target Risk – Moderate | 20 | $3.15B | ($16M) | ($85M) | ($30M) | ($127M) | ($18M) |
Top & Bottom 5 ETFs by 5-Day Flow
The Capital Group Core Balanced ETF (CGBL) was the top asset gatherer this week, pulling in $51 million. Conversely, the iShares Core 40/60 Moderate Allocation ETF (AOM) saw the largest outflow at $14 million, followed closely by the Hedgeye Capital Allocation ETF (HECA) with a $9 million redemption.
| Inflows | ||
| CGBL | Capital Group Core Balanced ETF | $51M |
| AOR | iShares Core 60/40 Balanced Allocation ETF | $32M |
| ALLW | SPDR Bridgewater All Weather ETF | $30M |
| INCM | Franklin Income Focus ETF Income Focus ETF | $15M |
| GDMN | WisdomTree Efficient Gold Plus Gold Miners Strategy Fund | $14M |
| Outflows | ||
| AOM | iShares Core 40/60 Moderate Allocation ETF | ($14M) |
| HECA | Hedgeye Capital Allocation ETF | ($9M) |
| MDIV | Multi-Asset Diversified Income Index Fund | ($6M) |
| HECO | SPDR Galaxy Hedged Digital Asset Ecosystem ETF | ($5M) |
| RPAR | RPAR Risk Parity ETF | ($3M) |
Issuer League Table Update
The issuer landscape remains dominated by iShares, which holds 29.88% of the market share, followed by Capital Group with 12.43%. Capital Group was the top asset gatherer this week with $51 million in inflows. Among the top issuers, First Trust experienced the largest outflows, shedding $6 million over the past five days.
Top 5 Issuers by AUM
| Brand | Fund Count | AUM | AUM Market Share |
|---|---|---|---|
| iShares | 19 | $8.11B | 29.88% |
| Capital Group | 1 | $3.37B | 12.43% |
| WisdomTree | 6 | $2.23B | 8.21% |
| SPDR | 5 | $1.38B | 5.08% |
| Invesco | 2 | $0.97B | 3.56% |
Top & Bottom 3 Issuers by 5-Day Flow
| Inflows | |
| Capital Group | $51M |
| iShares | $38M |
| WisdomTree | $27M |
| Outflows | |
| Hedgeye | -$9M |
| First Trust | -$6M |
| Evoke | -$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.
