Oil and Energy Funds Spike on Otherwise Quiet Trading Day

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Macro Summary

The market experienced a distinctly muted trading session with total volume reaching $276.7B, representing 72% of the trailing 30-day average. Overall activity levels lagged significantly across Equity and Digital Asset classes, while Currencies and Non-Traditional strategies sustained near-normal volume throughput. Broad directional returns were mostly constrained, heavily impacted by the notable downturn in Digital Assets.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $171.7B $265.1B 65%
Fixed Income $33.8B $43.3B 78%
Commodity $19.2B $21.0B 91%
Digital Asset $4.2B $5.6B 75%
Currency $180.6M $175.1M 103%
Alternative $1.7B $2.1B 83%
Non-Traditional $45.8B $47.2B 97%
Multi-Asset $229.0M $269.3M 85%

Equity

Equity trading remained subdued, registering $171.7B in volume or roughly 65% of normal activity levels. The aggregate session return dipped slightly to -0.04%. Select pockets of rotation were visible, specifically within U.S. Small Cap Value and Global Ex-U.S. segments, which managed to attract elevated relative activity.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: U.S. Small Cap – Value 163% $986.1M +0.30%
Equity: Global Ex-U.S. Small | Mid Cap 126% $550.3M -0.79%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
IHE iShares U.S. Pharmaceuticals ETF 1,061% $61.3M -0.78%
IYT iShares US Transportation ETF 1,013% $640.2M 0.00%
AVLC Avantis U.S. Large Cap Equity ETF 511% $18.3M -0.21%
IUS Invesco RAFI Strategic US ETF 407% $12.3M +0.23%
IWN iShares Russell 2000 Value ETF 397% $556.3M +0.27%
FXL First Trust Technology AlphaDEX Fund 379% $9.7M +0.85%
FDEM Fidelity Emerging Markets Multifactor ETF 370% $14.3M -1.02%
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 339% $22.7M -0.93%
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 336% $23.6M +0.30%
IMCV iShares Morningstar Mid-Cap Value ETF 324% $8.6M +0.29%

Fixed Income

The Fixed Income complex logged $33.8B in daily turnover, securing 78% of its trailing average. The asset class generated a steady average return of +0.12%. Defined Maturity strategies and Government Intermediate bonds emerged as clear focal points, attracting notable relative volume.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Taxable – Government Intermediate 137% $1.6B +0.15%
Fixed Income: Specialty – Defined Maturity 136% $452.8M +0.16%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
MMIT NYLI MacKay Muni Intermediate ETF 551% $41.5M +0.14%
PMBS PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund 463% $36.0M +0.19%
IBTI iShares iBonds Dec 2028 Term Treasury ETF 397% $31.3M 0.00%
VGIT Vanguard Intermediate-Term Treasury ETF 384% $787.0M +0.11%
VBIL Vanguard 0-3 Month Treasury Bill ETF 346% $682.2M +0.03%
IBTG iShares iBonds Dec 2026 Term Treasury ETF 332% $33.9M +0.04%
JMUB JPMorgan Municipal ETF 329% $155.2M +0.23%
PHYL PGIM Active High Yield Bond ETF 328% $19.2M +0.22%
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF 319% $13.9M +0.22%
SYFI AB Short Duration High Yield ETF 314% $17.8M +0.06%

Commodity

Commodities exhibited the strongest relative upside performance, generating an average return of +1.02% on robust volume of $19.2B (91% of normal activity). This action was overwhelmingly dominated by Energy portfolios, which rallied sharply amidst heavy trading interest.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Commodity: Focused – Energy 151% $9.5B +4.07%
Commodity: Focused – Agriculture 142% $148.8M -0.17%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 393% $9.9M +0.20%
DBA Invesco DB Agriculture Fund 186% $79.7M +0.39%
CPER United States Copper Index Fund 176% $55.5M -0.19%
BNO United States Brent Oil Fund LP 160% $577.3M +7.82%
HGER Harbor Commodity All-Weather Strategy ETF 156% $58.3M +0.55%
DJP iPath Bloomberg Commodity Index Total Return ETN 155% $8.8M +2.72%
USO United States Oil Fund LP 153% $8.7B +11.50%

Digital Asset

Digital Assets recorded $4.2B in volume, operating at 75% of their typical daily velocity. The group sustained significant pressure, finishing with a sharp average pullback of -3.12%.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Currency

Currency ETFs traded effectively in-line with historical norms, capturing $180.6M in turnover (103% of ADV) as the aggregate category trended lower by -0.27%.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
USDU WisdomTree Bloomberg US Dollar Bullish Fund 218% $44.8M +0.23%

Alternative

Alternative strategies recorded $1.7B in volume against a $2.1B average (83%), putting up a solid average session return of +0.66%. Managed Futures strategies accounted for highly isolated areas of outperformance.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
CTA Simplify Managed Futures Strategy ETF 321% $80.0M +4.31%

Non-Traditional

The Non-Traditional suite traded $45.8B in notional volume, holding close to normal conditions at 97% of ADV. Action was concentrated largely in single-stock leveraged funds reflecting magnified intraday swings across mega-cap equities.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
BUFQ FT Vest Laddered Nasdaq Buffer ETF 756% $42.3M +0.06%
DDM ProShares Ultra Dow30 451% $85.2M -0.18%
ULTY YieldMax Ultra Option Income Strategy ETF 298% $67.3M +0.54%
LITX Tradr 2X Long LITE Daily ETF 219% $272.4M +16.49%
GJAN FT Vest U.S. Equity Moderate Buffer ETF – Jan 202% $7.7M +0.19%
PAPR Innovator U.S. Equity Power Buffer ETF – April 182% $10.5M +0.08%
TSLL Direxion Daily TSLA Bull 2X ETF 168% $1.5B -10.85%
CHPY YieldMax Semiconductor Portfolio Option Income ETF 168% $35.4M -0.55%
BUFZ FT Vest Laddered Moderate Buffer ETF 161% $5.3M +0.25%
SCO ProShares UltraShort Bloomberg Crude Oil 159% $463.4M -6.88%

Multi-Asset

Multi-Asset products saw muted participation with only $229.0M changing hands (85% of normal activity). The session’s average return was slightly negative at -0.23%.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Disclaimer: This AI-assisted commentary is for informational purposes only. The “High-Volume Categories” table includes categories with over $100M in volume and activity at least 125% of their 30-day average, limited to the top 5 by activity percentage. The “High-Activity Ticker Outliers” table shows the top 10 ETFs from each asset class, sorted by the highest trading activity versus their 30-day average. All reported ETFs have AUM over $250M and an ADV greater than $2.5M.

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.