Author

Jonathan Hobbs, CFA

Date

12 Aug 2025

Category

Market Insights

IncomeShares Hits $60M AUM – August 2025 Growth Snapshot

Your capital is at risk if you invest. You could lose all your investment. Please see the full risk warning here.



Cover image 2025 IncomeShares Growth

IncomeShares just reached a new milestone: $60 million in assets under management (AUM). Our exchange-traded products (ETPs) have continued to see strong growth so far this year. This article tracks this growth using three key metrics: fund flows, trading turnover, and AUM across our ETP range.

1. Cumulative fund flows

Cumulative fund flows represent the total amount of capital that has entered (or exited) the IncomeShares ETP range over time. Positive cumulative flows mean more money has come in than gone out – a sign of growing investor demand for IncomeShares products.

As shown in the chart below, IncomeShares ETPs have seen consistent monthly inflows throughout 2025. Cumulative fund flows climbed from $13.7 million in January to reach $63.9 million by the end of July. Each month has built on the last, reflecting growing interest in options-based strategies that aim to generate income.

IncomeShares 2025 Cumulative Fund flows

2. Trading turnover growth

Trading turnover refers to the total dollar value of IncomeShares ETPs bought and sold by investors. A higher turnover means more trading activity.

Combined turnover across IncomeShares ETPs for July was $24.3 million. The chart below shows the monthly breakdowns by exchange and currency listing, using end-of-July GBPUSD and EURUSD exchange rates for comparability.

IncomeShares ETP Turnover 2025

Total turnover has almost doubled since January. The data suggests increasing demand for options-based income strategies across listed venues in Europe and the UK.

3. Assets under management (AUM) growth

IncomeShares hit a new milestone in August: $60 million in total AUM.

AUM has grown every month this year, from $13.8 million in January to $60 million as of 11 August – even as our ETPs continue to pay out consistent monthly income to investors.

IncomeShares ETP AUM August 2025

IncomeShares currently offers 19 ETPs that aim to generate monthly income by selling options on single stocks, US stock market indexes, Treasury bonds, and commodities. The ETPs also have some upside exposure to the underlying investments themselves, based on their strategy and market conditions.

Your capital is at risk if you invest. You could lose all your investment. Please see the full risk warning here.

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This is a marketing communication. Please refer to the Prospectus of the ETPs and to the KIID before making any final investment decisions.

This information originates from Investium Limited, which has been appointed as distributor of Leverage Shares products in Europe by Leverage Shares Management Company Limited (the “Arranger”). Investium Limited with registered address at 6 Nikou Georgiou Street, Office 302, 1095 Nicosia Cyprus, is a financial services provider regulated by the Cyprus Securities and Exchange Commission (CySEC).

The information is intended only to provide general and preliminary information to investors and shall not be construed as investment, legal or tax advice. Investium Limited and the Arranger (together referred as “Leverage Shares”) assume no liability with regards to any investment, divestment or retention decision taken by the investor on the basis of this information. The views and opinions expressed are those of the author(s) but not necessarily those of Leverage Shares. Opinions are current as of the publication date and are subject to change with market conditions. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results. Information provided by third party sources is believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed.

All performance information is based on historical data and does not predict future returns. Investing is subject to risk, including the possible loss of principal. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Leverage Shares.

© Income Shares 2025