ETF Flow Monitor

Thursday, 22 October 2026 · US$ creation / redemption flows over 20 sessions · 5 markets, no cross-market aggregate · methodology

Click any column header to sort. † = value unchanged >3 sessions (stale feed or low-turnover fund). % 52w Hi = price vs its highest close in the trailing 52 weeks. Percentile ranks each ETF's 20-day flow against its own history since 31 Dec 2020 (or the fund's inception, if later). Green = creation / near 52w high / RSI oversold; red = redemption / deep drawdown / RSI overbought.

US 5 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
SPDR S&P 500SPY	799.7	763.96	-1.18%	-1.9%	45.0	-8,498	17	1,046.7
Nasdaq 100QQQ	484.7	704.47	-2.86%	-7.3%	36.8	+20,721	99	688.0
Vanguard GrowthVUG	225.4	87.17	-2.52%	-5.9%	38.1	+1,148	74	2,585.3†
Vanguard ValueVTV	193.2	226.55	+0.72%	-0.4%	66.3	-501	9	852.8†
Vanguard Small-CapVB	78.1	288.67	-0.22%	-6.7%	48.2	+164	41	270.5†

International 16 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
MSCI EMEEM	30.2	61.72	-2.91%	-13.3%	30.9	+1,784	94	488.8
FTSE EuropeVGK	29.6	86.80	-0.89%	-6.9%	45.1	+182	58	341.0†
MSCI KoreaEWY	24.9	149.06	-4.98%	-32.0%	32.9	+2,706	97	167.1
MSCI JapanEWJ	23.3	94.60	-1.17%	-4.8%	39.7	+1,176	96	245.9
MSCI TaiwanEWT	11.8	103.99	-4.59%	-11.9%	35.7	+975	99	113.3
MSCI BrazilEWZ	8.5	41.85	-1.55%	-3.9%	58.4	-678	2	203.1
MSCI ChinaMCHI	5.9	49.02	-2.06%	-25.3%	26.9	+24	62	119.7
MSCI IndiaINDA	5.8	47.36	+0.19%	-14.3%	48.7	-799	2	123.3
Latin America 40ILF	3.8	37.20	-1.72%	-2.6%	54.5	-323	3	101.5
MSCI MexicoEWW	1.5	74.95	-0.79%	-7.7%	55.9	-368	0	19.7
MSCI SingaporeEWS	1.4	31.15	-0.54%	-9.9%	29.6	+271	99	45.8
MSCI AustraliaEWA	1.2	28.97	-0.89%	-4.8%	52.2	-159	3	41.4
MSCI IndonesiaEIDO	0.4	10.63	+0.95%	-44.7%	37.5	-27	13	39.6
MSCI ThailandTHD	0.4	70.76	-0.04%	-5.7%	39.7	+87	99	5.9
MSCI MalaysiaEWM	0.3	26.62	-0.11%	-12.5%	41.2	-26	8	10.8
MSCI PhilippinesEPHE	0.1	22.78	-0.83%	-19.7%	43.7	-15	7	5.8

US & Global Sectors 17 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
Technology SelectXLK	120.1	182.34	-3.29%	-9.7%	36.9	+1,482	96	658.8
VanEck SemiconductorSMH	70.4	523.35	-5.99%	-21.8%	32.3	+13,015	100	134.5
Financials SelectXLF	52.9	56.65	+1.09%	-3.3%	62.0	-640	34	934.4
Health Care SelectXLV	48.1	181.30	+1.32%	+0.0%	69.3	+1,567	95	265.3
Energy SelectXLE	44.8	67.57	-0.87%	-1.0%	63.8	+1,296	92	663.7
Industrials SelectXLI	30.2	166.73	-0.94%	-10.6%	39.6	+27	52	180.9†
Utilities SelectXLU	24.7	42.87	+2.07%	-10.2%	62.5	+1,995	99	576.5
Comm Svcs SelectXLC	22.9	107.42	-1.42%	-10.5%	36.8	+922	96	212.9
Cons Disc SelectXLY	22.1	115.01	-0.45%	-7.6%	59.1	-599	16	191.8
Cons Staples SelectXLP	15.1	89.99	+3.31%	-0.0%	73.3	-121	42	168.0
BiotechnologyIBB	11.1	209.54	-0.95%	-3.4%	54.3	+428	95	52.9
Real Estate SelectXLRE	8.0	42.52	+1.09%	-7.6%	54.2	+181	77	188.3
Materials SelectXLB	8.0	51.69	+0.72%	-3.7%	63.7	-394	16	154.5
Global HealthcareIXJ	4.4	110.35	+1.43%	+0.0%	70.8	-218	5	39.7
Global EnergyIXC	3.3	62.35	-0.64%	-1.0%	65.6	+133	88	52.8†
Global IndustrialsEXI	1.4	186.59	-1.21%	-9.8%	37.9	+39	83	7.6
Global FinancialsIXG	0.7	129.83	-0.01%	-5.2%	52.5	-9	34	5.3

Thematics 12 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
SPDR GoldGLD	138.0	369.00	-2.63%	-25.6%	35.9	-5,831	2	373.9
Gold MinersGDX	24.7	81.69	-5.80%	-29.5%	36.8	-2,124	2	302.8
Roundhill MemoryDRAM	24.2	45.68	-7.08%	-43.4%	32.1	+5,789	52	529.2
Copper MinersCOPX	6.8	73.13	-6.27%	-24.2%	26.1	-417	3	93.0
Global X Defense TechSHLD	6.5	61.89	+0.47%	-20.7%	54.4	-662	1	105.3
UraniumURA	5.4	34.09	-4.11%	-44.8%	27.8	+97	70	157.3
China InternetKWEB	4.4	23.21	-2.23%	-43.9%	31.6	-394	13	189.7
Robotics & AIBOTZ	3.2	32.68	-2.71%	-21.5%	32.0	+52	80	99.3
Global Clean EnergyICLN	2.2	16.17	-2.00%	-31.9%	34.8	+161	89	134.9
ROBO Global RoboticsROBO	2.0	74.84	-3.49%	-17.2%	35.3	+24	86	26.1
Lithium & BatteryLIT	1.4	60.68	-3.99%	-33.8%	21.7	-80	17	22.7
Tema Space InnovatorsNASA	1.1	20.07	-6.87%	-52.1%	32.7	+206	68	52.9

Fixed Income 4 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
Total BondBND	392.4	71.36	+0.86%	-5.1%	63.0	-9,360	0	5,499.0
Total Intl BondBNDX	122.0	47.22	+0.28%	-5.4%	55.8	-1,784	0	2,582.9
0-3M TreasurySGOV	112.3	100.62	+0.00%	-0.1%	60.7	+6,273	97	1,115.7
10-20Y TreasuryTLH	10.9	95.76	+1.67%	-9.1%	65.7	-281	9	113.9

Commentary

## Cross-Asset ETF Flow Briefing — Thursday 22 October 2026

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1. Tape
US equities sold off hard — tech led lower with QQQ –2.9% and SMH –6.0% — while defensives (XLP +3.3%, XLU +2.1%, XLV +1.3%) caught a safety bid, splitting the tape sharply along growth/defensive lines. International saw broad EM weakness, with Korea (–5.0%) and Taiwan (–4.6%) hammered, while fixed income rallied: TLH +1.7% and BND +0.9%.

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2. Strongest Creations
- SMH (Semis): +$13bn, p100. The highest-percentile flow in the dataset — dip-buying into a –6% session. Conviction or a falling knife.
- EWT (Taiwan): +$975m, p99. Inflows at the 99th percentile into a –4.6% day; EM buyers are aggressively bottom-fishing chip-nation exposure.
- EWY (Korea): +$2.7bn, p97. Same pattern — big creations despite the worst single-day drop in the dataset (–5.0%). Semi supply-chain geography in clear buy-the-dip mode.

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3. Heaviest Redemptions
- BND (Total Bond): –$9.4bn, p0. Bond fund redemptions at the absolute floor of history even as prices rise — suggests large institutional repositioning away from duration regardless of the rate move.
- GLD (Gold): –$5.8bn, p2. Gold fell –2.6% and saw near-record outflows; the safe-haven rotation is going to cash and Treasuries, not gold.
- GDX (Gold Miners): –$2.1bn, p2. Confirming the gold exodus — miners compounding GLD's pain.

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4. Overbought / Oversold
- Overbought: XLP (RSI 73), IXJ Global Healthcare (RSI 71) — defensive crowding is stretched.
- Oversold: LIT Lithium (RSI 22), MCHI China (RSI 27), COPX Copper Miners (RSI 26), URA Uranium (RSI 28) — commodities/materials universally washed out; EWS Singapore (RSI 30) and EEM EM (RSI 31) approaching oversold too.

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5. Theme of the Day
Semis/AI capitulation meets aggressive dip-buying. SMH, EWT, and EWY all printed top-percentile inflows into vicious drawdowns — the same chip-supply-chain complex bleeding across US and EM. Meanwhile defensives (XLU p99, XLV p95) drew parallel safety flows. The market is not fleeing equities wholesale; it's rotating hard within them, ditching growth for yield-proxy and healthcare while selectively loading semis at the lows.

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6. New ETF Launches
Several on-theme launches this week:
iShares Future Robotics and Related Technologies Active ETF (RBTX) and Defiance AI Infrastructure Bond ETF (AIBN) launched this week
, along with
Emerging Markets AI Mag 3 ETF (EMAG)
.
Global X Asia Semiconductor ETF (ACHP) launched October 14, targeting companies benefiting from the growth of the Asian semiconductor ecosystem.
Notably,
Defiance launched the first ETF targeting bonds issued by AI infrastructure companies.

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7. Watchlist
Watch SMH at the open — p100 inflows into today's –6% crash sets up a classic sentiment test: if dip-buyers are validated by a bounce, semi momentum can reassert quickly; if the bid fades and outflows follow, the semi unwind has further to run and will drag EWT and EWY with it.

ETF Flow Monitor · Flow 20d = Σ Δ(units)×avg(price) over 20 sessions, US$m · Percentile = PERCENTRANK.INC vs each ETF's own history since 31 Dec 2020 (or inception) · RSI 14d Wilder (Bloomberg-consistent) · AUM = shares×price.
Generated 23 Oct 2026 06:00 SGT. Market-monitoring tool, not investment advice.