ETF Flow Monitor
Tuesday, 01 September 2026 · US$ creation / redemption flows over 20 sessions ·
5 markets, no cross-market aggregate ·
methodologyClick 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 | 789.8 | 761.78 | -0.69% | -2.1% | 48.6 | +4,313 | 65 | 1,036.8 |
| Nasdaq 100QQQ | 447.0 | 707.64 | -1.27% | -5.2% | 46.5 | -49,251 | 1 | 631.7 |
| Vanguard GrowthVUG | 225.1 | 87.37 | -0.99% | -3.2% | 48.9 | -926 | 5 | 2,576.5† |
| Vanguard ValueVTV | 191.3 | 223.96 | -0.40% | -1.6% | 48.5 | +110 | 21 | 854.1† |
| Vanguard Small-CapVB | 80.0 | 295.90 | -1.09% | -4.3% | 38.7 | +330 | 58 | 270.3† |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| FTSE EuropeVGK | 30.5 | 90.72 | -1.03% | -2.7% | 44.0 | -238 | 22 | 336.2† |
| MSCI EMEEM | 29.1 | 66.77 | -0.37% | -6.2% | 53.0 | -2,404 | 1 | 435.1 |
| MSCI KoreaEWY | 23.7 | 175.80 | -2.80% | -19.8% | 50.3 | -3,209 | 0 | 135.0 |
| MSCI JapanEWJ | 21.6 | 95.22 | -0.69% | -3.3% | 50.8 | -1,283 | 1 | 226.9 |
| MSCI TaiwanEWT | 10.5 | 109.74 | +1.58% | -1.6% | 63.5 | -1,922 | 0 | 95.3 |
| MSCI BrazilEWZ | 9.4 | 36.57 | +1.50% | -12.4% | 63.7 | +279 | 86 | 257.2 |
| MSCI IndiaINDA | 6.5 | 49.58 | -0.24% | -10.3% | 49.8 | -256 | 13 | 131.9 |
| MSCI ChinaMCHI | 6.2 | 54.41 | -0.57% | -18.8% | 44.6 | +519 | 92 | 114.7 |
| Latin America 40ILF | 3.9 | 35.06 | +0.46% | -8.0% | 57.6 | +126 | 83 | 110.1 |
| MSCI MexicoEWW | 1.9 | 75.66 | -1.38% | -6.9% | 45.8 | +117 | 85 | 25.5 |
| MSCI AustraliaEWA | 1.4 | 29.68 | -1.13% | -2.5% | 49.1 | -82 | 16 | 46.8 |
| MSCI SingaporeEWS | 1.0 | 33.72 | -1.32% | -1.5% | 57.6 | +73 | 96 | 30.8 |
| MSCI IndonesiaEIDO | 0.5 | 12.93 | +1.57% | -32.7% | 59.3 | +70 | 96 | 37.7 |
| MSCI ThailandTHD | 0.4 | 71.73 | -0.88% | -4.4% | 41.4 | +13 | 85 | 5.1 |
| MSCI MalaysiaEWM | 0.3 | 27.72 | -2.36% | -8.9% | 40.0 | -4 | 32 | 11.4 |
| MSCI PhilippinesEPHE | 0.1 | 24.14 | +1.64% | -14.9% | 34.2 | +26 | 97 | 6.0 |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 119.6 | 183.64 | -1.53% | -7.4% | 49.5 | -1,290 | 2 | 651.4 |
| VanEck SemiconductorSMH | 66.7 | 545.22 | -2.05% | -18.5% | 42.7 | -11,147 | 0 | 122.3 |
| Financials SelectXLF | 54.1 | 57.20 | -0.88% | -1.9% | 47.9 | -4,413 | 0 | 946.3 |
| Health Care SelectXLV | 44.2 | 171.67 | +0.66% | -2.3% | 58.0 | +32 | 54 | 257.6 |
| Energy SelectXLE | 42.0 | 64.77 | +1.27% | +0.0% | 70.5 | -1,106 | 11 | 648.2 |
| Industrials SelectXLI | 31.8 | 172.73 | -1.37% | -7.4% | 30.0 | +396 | 74 | 183.9 |
| Cons Disc SelectXLY | 22.4 | 114.59 | -1.72% | -8.0% | 42.5 | -96 | 44 | 195.1 |
| Comm Svcs SelectXLC | 22.3 | 110.88 | -0.52% | -7.7% | 48.6 | -308 | 20 | 201.2 |
| Utilities SelectXLU | 22.0 | 42.56 | +0.78% | -10.8% | 36.7 | -139 | 32 | 517.3 |
| Cons Staples SelectXLP | 14.6 | 85.25 | +0.32% | -5.3% | 49.0 | -103 | 42 | 170.9 |
| BiotechnologyIBB | 9.3 | 210.82 | +0.85% | -2.8% | 61.0 | -984 | 0 | 44.1 |
| Materials SelectXLB | 8.6 | 52.07 | -1.18% | -3.0% | 46.4 | +235 | 72 | 166.1 |
| Real Estate SelectXLRE | 8.3 | 44.04 | -0.16% | -4.3% | 38.3 | -118 | 15 | 188.4 |
| Global HealthcareIXJ | 4.1 | 104.77 | +0.51% | -2.5% | 55.7 | +73 | 76 | 39.3 |
| Global EnergyIXC | 2.9 | 59.18 | +1.72% | +0.0% | 69.1 | -139 | 11 | 48.9† |
| Global IndustrialsEXI | 1.4 | 194.69 | -1.57% | -5.9% | 34.7 | +11 | 59 | 7.2 |
| Global FinancialsIXG | 0.7 | 133.10 | -0.83% | -1.5% | 49.8 | +104 | 95 | 5.1 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 126.6 | 396.75 | -2.86% | -20.0% | 46.0 | -12,382 | 0 | 319.1 |
| Roundhill MemoryDRAM | 23.8 | 55.06 | -3.23% | -31.8% | 48.4 | -4,417 | 3 | 431.5 |
| Gold MinersGDX | 21.8 | 94.67 | -3.90% | -18.3% | 53.9 | -6,289 | 0 | 230.0 |
| Copper MinersCOPX | 7.1 | 89.24 | -3.90% | -7.5% | 51.8 | -1,006 | 0 | 79.0 |
| Global X Defense TechSHLD | 6.9 | 64.11 | -2.09% | -17.8% | 39.5 | +15 | 32 | 106.9 |
| China InternetKWEB | 5.6 | 25.69 | -0.46% | -40.2% | 36.6 | +1,259 | 95 | 216.4 |
| UraniumURA | 5.3 | 43.94 | -3.45% | -28.9% | 47.4 | -1,204 | 1 | 119.7 |
| Robotics & AIBOTZ | 3.2 | 35.15 | -2.06% | -15.6% | 41.2 | -213 | 1 | 92.3 |
| Global Clean EnergyICLN | 2.3 | 17.24 | -0.35% | -27.4% | 36.8 | -519 | 1 | 133.3 |
| ROBO Global RoboticsROBO | 1.9 | 78.87 | -1.95% | -12.7% | 39.6 | -48 | 4 | 24.7 |
| Lithium & BatteryLIT | 1.5 | 74.71 | -2.17% | -18.5% | 50.2 | -424 | 0 | 19.7 |
| Tema Space InnovatorsNASA | 1.0 | 22.68 | -2.49% | -45.9% | 38.2 | +69 | 43 | 44.1 |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 395.6 | 71.79 | -0.62% | -4.5% | 36.6 | -319 | 3 | 5,510.4 |
| Total Intl BondBNDX | 122.1 | 47.27 | -0.59% | -5.3% | 32.4 | +284 | 18 | 2,583.2 |
| 0-3M TreasurySGOV | 100.0 | 100.41 | -0.28% | -0.3% | 32.3 | +4,095 | 93 | 995.7 |
| 10-20Y TreasuryTLH | 10.8 | 96.23 | -0.79% | -8.7% | 41.1 | -437 | 6 | 112.1 |
Commentary
Here is the full cross-asset ETF flow briefing for Tuesday, 1 September 2026:
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## Cross-Asset ETF Flow Briefing — 1 Sep 2026
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### 1. Tape
Risk-off dominates across US and Sector markets: growth/tech leads losses, defensives (healthcare, energy, staples) eke out small gains while fixed income sees duration selling. International flows are sharply bifurcated — broad EM and Korea/Taiwan bleed out at historic lows while Southeast Asia and LatAm attract selective buying, suggesting a rotation within EM rather than a wholesale exit.
---
### 2. Strongest Creations
- EPHE (Philippines, p97) — +$26m but at a 97th-percentile pace for a tiny fund; ASEAN is absorbing capital fleeing North Asian semi exposure, with Indonesia (EIDO, p96) and Singapore (EWS, p96) showing the same pulse.
- MCHI (China, p92) — +$519m. Investors are dip-buying China internet (KWEB +$1.26bn, p95) even as broader EM sees outflows; a specific China stimulus bet is forming separately from the EM unwind.
- IXG (Global Financials, p95) — +$104m against -$4.4bn out of domestic XLF (p0). Money is moving from US-only financials into international financial exposure, a quiet but deliberate rotation.
---
### 3. Heaviest Redemptions
- GLD (Gold, p0) / GDX (Gold Miners, p0) — -$12.4bn and -$6.3bn respectively, both at absolute floor percentiles on a -2.86%/-3.90% session. A major unwind; gold is being sold, not just underperforming.
- EWY (Korea, p0) — -$3.2bn at the 0th percentile, worst flow on record. Korea down 2.8% with SMH semis off 2%, making this a concentrated semi/HBM exodus.
- SMH (Semis, p0) — -$11.1bn, also a record-low percentile session. Paired with QQQ's -$49.3bn (p1), the tech/semi complex is seeing a coordinated institutional exit.
---
### 4. Overbought / Oversold
- XLE (Energy, RSI 70) — At the overbought line; energy is the lone cyclical bid today (up +1.27%) but flow (-$1.1bn, p11) says sellers are taking advantage of the price strength.
- XLI (Industrials, RSI 30) — On the oversold threshold despite positive flows (+$396m, p74); price has been hit but buyers are quietly accumulating.
- EWT (Taiwan, RSI 64) / EWZ (Brazil, RSI 64) — Elevated but not extreme; both have positive price action today contrasting with their broader regional peers.
---
### 5. Theme of the Day
ASEAN + LatAm absorbs capital fleeing North Asian semis. EWY and SMH are bleeding at record-low flow percentiles while EPHE, EIDO, EWS, EWZ, ILF, and EWW all show creations at 80th-percentile or above. This is a live rotation: investors are not going to cash — they are moving from Korea/Taiwan semiconductor exposure toward lower-beta EM markets with commodity or domestic-demand tailwinds.
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### 6. New ETF Launches
Three relevant products from the past ~14 days:
-
xETFs Korea AI Semiconductor ETF (KSMH) launched August 19 — an actively managed fund targeting Korea's semiconductor industry including AI chipmakers and the full Korean AI semiconductor ecosystem.
Ironic timing: EWY just printed a record-low flow percentile.
-
Defiance China Robotics ETF (CROB) launched August 19 — billed as the first US-listed ETF focused specifically on the humanoid robotic ecosystem in China.
Lands right as MCHI sees strong buying.
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iShares Future Robotics and Related Technologies Active ETF has a registration set to become effective September 10, 2026
— BlackRock entering active robotics just as BOTZ/ROBO hit multi-year flow lows. Watch for launch-day flow dynamics.
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### 7. Watchlist
Monitor XLE vs. XLU tomorrow morning: energy (RSI 70, selling into strength) versus utilities (RSI 37, quietly rebounding) will reveal whether today's defensive rotation is broadening into a full risk-off regime shift or simply a one-day semi/tech flush. A XLU bid with continued XLE selling would confirm the former.