Investors Rotate into Growth and Alternatives as Conservative Funds Bleed Assets

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Weekly Channel Summary

The Multi-Asset channel, currently comprised of 133 ETFs across 75 issuers, manages a total of $31B in assets. In the past week, the channel saw net inflows of $113M, contributing to a Year-to-Date total of $6.76B and a 1-Year flow of $7.10B.

This Week’s Performance Leaders and Laggards

Performance this week was relatively muted across the board, with Target Date strategies taking the lead, posting a modest 0.26% return, followed closely by Aggressive Allocation at 0.20%. On the downside, Real Assets lagged the group with a slight decline of -0.05%, while Multi-Asset Income also finished in negative territory. Despite the quiet week, both leading categories maintain strong double-digit returns for the year.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Target Date 0.26% 2.92% 2.56% 12.06% 18.38% 18.82%
Target Risk – Aggressive 0.20% 2.83% 2.97% 12.36% 19.22% 19.54%
Target Risk – Global Macro 0.19% 2.76% 2.61% 10.78% 13.60% 14.12%
Target Risk – Conservative 0.13% 0.98% 1.19% 5.49% 7.91% 8.36%
Target Risk – Moderate 0.13% 1.82% 3.35% 10.95% 16.39% 16.76%
Specialty – Alternative Asset Sleeve 0.12% 3.94% 1.01% 18.07% 36.57% 35.87%
Target Risk – Growth 0.07% 2.65% 1.88% 10.43% 13.93% 14.29%
Specialty – Multi-Asset Income -0.03% 1.90% 0.50% 6.07% 9.65% 10.78%
Specialty Real Assets -0.05% 2.64% 4.41% 10.80% 23.08% 25.22%

Top & Bottom 5 ETFs by Weekly Performance

The GDMN (WisdomTree Efficient Gold Plus Gold Miners Strategy Fund) led all individual strategies this week, returning over 3%. Conversely, BITS and HECO struggled significantly, anchoring the bottom of the list with losses of -3.02% and -2.66%, respectively.

Ticker Fund Name WTD Performance
Top Performers
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund 3.12%
RSBT Return Stacked Bonds & Managed Futures ETF 2.27%
RSST Return Stacked U.S. Stocks & Managed Futures ETF 1.95%
GLDB IDX Alternative FIAT ETF 1.86%
GOLY Strategy Shares Gold Enhanced Yield ETF 1.71%
Bottom Performers
BITS Global X Blockchain & Bitcoin Strategy ETF -3.02%
HECO SPDR Galaxy Hedged Digital Asset Ecosystem ETF -2.66%
OOSB One One S&P 500 and Bitcoin ETF -2.59%
OOQB One One Nasdaq-100 and Bitcoin ETF 1Shs -2.19%
BTGD STKd 100% Bitcoin & 100% Gold ETF -1.32%

Analyzing the Weekly Flows

The channel attracted a total of $113M in net inflows this week. Target Risk – Growth led the charge with $65M in new assets, adding to its dominant $8.64B asset base. The Alternative Asset Sleeve category also saw significant interest, gathering $44M. In contrast, Target Risk – Conservative faced the heaviest redemptions, shedding $43M.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Target Risk – Growth 11 $8.64B $65M $374M $1,091M $3,069M $3,245M
Specialty – Alternative Asset Sleeve 24 $3.94B $44M $71M $285M $677M $699M
Target Risk – Global Macro 30 $3.71B $40M $51M $790M $1,073M $1,086M
Target Risk – Moderate 20 $3.34B $27M $81M $140M $17M $53M
Target Risk – Aggressive 2 $2.97B $10M $25M $75M $239M $274M
Target Risk – Target Date 10 $0.39B $5M $22M $70M $208M $211M
Specialty Real Assets 4 $1.48B $3M $41M $154M $666M $655M
Specialty – Multi-Asset Income 25 $4.92B ($37M) $34M $228M $842M $856M
Target Risk – Conservative 6 $1.18B ($43M) $14M $71M ($33M) $18M

Top & Bottom 5 ETFs by 5-Day Flow

CGBL (Capital Group Core Balanced ETF) captured the most capital this week with $65M in inflows. On the redemption side, TBFC and TBFG saw the most significant exits, losing $49M and $39M, respectively.

Ticker Fund Name 5-Day Flow
Inflows
CGBL Capital Group Core Balanced ETF $65M
AOR iShares Core 60/40 Balanced Allocation ETF $36M
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund $28M
MOOD Relative Sentiment Tactical Allocation ETF $25M
AOM iShares Core 40/60 Moderate Allocation ETF $17M
Outflows
TBFC Brinsmere Fund Conservative ETF ($49M)
TBFG Brinsmere Fund Growth ETF ($39M)
PCEF Invesco CEF Income Composite ETF ($32M)
ERNZ TrueShares Active Yield ETF ($21M)
SPBC Simplify US Equity PLUS Bitcoin Strategy ETF ($8M)

Issuer League Table Update

iShares and Capital Group continue to dominate the issuer landscape, holding 29.02% and 13.96% of the market share, respectively. iShares also led the week in flows, gathering $73M. Conversely, The Brinsmere Funds saw the largest outflows among top issuers, shedding $88M for the week.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 19 $8.87B 29.02%
Capital Group 1 $4.27B 13.96%
WisdomTree 6 $2.51B 8.20%
SPDR 5 $1.72B 5.62%
Franklin 1 $1.07B 3.51%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $73M
Capital Group $65M
WisdomTree $37M
Outflows
The Brinsmere Funds -$88M
Invesco -$32M
TrueShares -$21M

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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.