ETF Flow Monitor
Friday, 23 October 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 | 805.0 | 759.97 | -0.52% | -2.5% | 41.9 | +366 | 49 | 1,059.2 |
| Nasdaq 100QQQ | 498.9 | 704.40 | -0.01% | -7.3% | 36.8 | +34,910 | 100 | 708.3 |
| Vanguard GrowthVUG | 224.3 | 86.76 | -0.47% | -6.3% | 36.7 | +1,148 | 74 | 2,585.3† |
| Vanguard ValueVTV | 191.9 | 225.05 | -0.66% | -1.1% | 59.8 | -501 | 9 | 852.8† |
| Vanguard Small-CapVB | 77.7 | 287.22 | -0.50% | -7.1% | 45.5 | +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 | 31.2 | 62.01 | +0.47% | -12.9% | 32.9 | +2,477 | 98 | 503.4 |
| FTSE EuropeVGK | 29.4 | 86.25 | -0.63% | -7.4% | 42.0 | +182 | 58 | 341.0† |
| MSCI KoreaEWY | 26.6 | 151.26 | +1.48% | -31.0% | 35.2 | +3,551 | 98 | 175.9 |
| MSCI JapanEWJ | 23.4 | 94.10 | -0.53% | -5.3% | 37.6 | +1,157 | 96 | 248.8 |
| MSCI TaiwanEWT | 12.5 | 104.90 | +0.88% | -11.1% | 38.2 | +1,605 | 100 | 118.7 |
| MSCI BrazilEWZ | 8.8 | 42.59 | +1.77% | -2.2% | 62.0 | -643 | 3 | 206.4 |
| MSCI ChinaMCHI | 6.0 | 49.00 | -0.04% | -25.3% | 26.8 | +106 | 68 | 122.2 |
| MSCI IndiaINDA | 5.7 | 46.46 | -1.90% | -15.3% | 40.9 | -879 | 2 | 123.1 |
| Latin America 40ILF | 3.9 | 37.70 | +1.34% | -1.3% | 58.4 | -310 | 4 | 103.3 |
| MSCI MexicoEWW | 1.5 | 75.26 | +0.41% | -7.3% | 57.5 | -379 | 0 | 19.9 |
| MSCI SingaporeEWS | 1.4 | 31.08 | -0.22% | -10.1% | 28.9 | +276 | 99 | 46.0 |
| MSCI AustraliaEWA | 1.2 | 29.12 | +0.52% | -4.3% | 54.9 | -151 | 3 | 41.8 |
| MSCI ThailandTHD | 0.4 | 70.87 | +0.16% | -5.6% | 40.9 | +88 | 99 | 5.9 |
| MSCI IndonesiaEIDO | 0.4 | 10.60 | -0.28% | -44.8% | 37.2 | -40 | 7 | 39.2 |
| MSCI MalaysiaEWM | 0.3 | 26.68 | +0.23% | -12.3% | 42.5 | -24 | 8 | 10.8 |
| MSCI PhilippinesEPHE | 0.1 | 22.57 | -0.92% | -20.4% | 40.7 | -15 | 7 | 5.9 |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 120.8 | 183.23 | +0.49% | -9.3% | 38.6 | +1,577 | 96 | 659.1 |
| VanEck SemiconductorSMH | 75.4 | 527.20 | +0.74% | -21.2% | 34.0 | +17,417 | 100 | 143.1 |
| Financials SelectXLF | 51.9 | 55.90 | -1.32% | -4.5% | 54.4 | -995 | 28 | 928.4 |
| Health Care SelectXLV | 47.2 | 179.28 | -1.11% | -1.1% | 63.6 | +1,116 | 88 | 263.0 |
| Energy SelectXLE | 46.0 | 69.33 | +2.60% | +0.0% | 70.1 | +1,118 | 90 | 662.8 |
| Industrials SelectXLI | 29.8 | 164.62 | -1.27% | -11.7% | 34.6 | +27 | 52 | 180.9† |
| Utilities SelectXLU | 23.8 | 42.56 | -0.72% | -10.8% | 58.9 | +1,289 | 98 | 559.6 |
| Comm Svcs SelectXLC | 22.6 | 105.51 | -1.78% | -12.1% | 32.3 | +1,143 | 98 | 213.8 |
| Cons Disc SelectXLY | 21.6 | 113.10 | -1.66% | -9.2% | 50.2 | -656 | 13 | 191.3 |
| Cons Staples SelectXLP | 14.8 | 88.26 | -1.92% | -1.9% | 63.2 | -169 | 39 | 167.6 |
| BiotechnologyIBB | 11.1 | 207.74 | -0.86% | -4.2% | 51.9 | +669 | 97 | 53.4 |
| Real Estate SelectXLRE | 8.0 | 42.57 | +0.12% | -7.5% | 54.7 | +151 | 71 | 188.3 |
| Materials SelectXLB | 8.0 | 51.31 | -0.74% | -4.4% | 58.6 | -341 | 20 | 155.6 |
| Global HealthcareIXJ | 4.3 | 109.40 | -0.86% | -0.9% | 66.1 | -255 | 3 | 39.1 |
| Global EnergyIXC | 3.4 | 63.88 | +2.45% | +0.0% | 71.6 | +133 | 88 | 52.8† |
| Global IndustrialsEXI | 1.4 | 184.50 | -1.12% | -10.8% | 33.7 | +44 | 84 | 7.7 |
| Global FinancialsIXG | 0.7 | 128.68 | -0.89% | -6.1% | 47.7 | -10 | 33 | 5.3 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 140.8 | 366.61 | -0.65% | -26.1% | 34.4 | -2,586 | 8 | 384.0 |
| Roundhill MemoryDRAM | 26.8 | 47.06 | +3.02% | -41.7% | 35.8 | +7,157 | 72 | 569.5 |
| Gold MinersGDX | 25.8 | 80.20 | -1.82% | -30.8% | 34.8 | -1,012 | 3 | 321.4 |
| Copper MinersCOPX | 7.3 | 73.09 | -0.05% | -24.2% | 26.0 | -38 | 25 | 99.2 |
| Global X Defense TechSHLD | 6.5 | 61.89 | +0.00% | -20.7% | 54.4 | -773 | 1 | 104.8 |
| UraniumURA | 5.6 | 34.11 | +0.06% | -44.8% | 27.9 | +154 | 82 | 164.0 |
| China InternetKWEB | 4.5 | 23.14 | -0.30% | -44.0% | 31.0 | -326 | 15 | 194.1 |
| Robotics & AIBOTZ | 3.4 | 33.02 | +1.04% | -20.7% | 36.0 | +136 | 94 | 102.0 |
| Global Clean EnergyICLN | 2.2 | 16.02 | -0.93% | -32.5% | 33.0 | +149 | 89 | 137.6 |
| ROBO Global RoboticsROBO | 2.0 | 74.80 | -0.05% | -17.2% | 35.2 | +99 | 95 | 27.0 |
| Lithium & BatteryLIT | 1.4 | 60.68 | +0.00% | -33.8% | 21.7 | -41 | 34 | 23.6 |
| Tema Space InnovatorsNASA | 1.2 | 20.39 | +1.59% | -51.3% | 35.3 | +285 | 73 | 56.8 |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 388.2 | 71.20 | -0.22% | -5.3% | 58.7 | -14,741 | 0 | 5,451.9 |
| Total Intl BondBNDX | 121.7 | 47.23 | +0.02% | -5.4% | 56.2 | -2,238 | 0 | 2,575.8 |
| 0-3M TreasurySGOV | 112.3 | 100.66 | +0.04% | -0.1% | 65.5 | +6,273 | 97 | 1,115.7 |
| 10-20Y TreasuryTLH | 10.7 | 95.33 | -0.45% | -9.5% | 61.3 | -576 | 4 | 112.0 |
Commentary
Cross-Asset ETF Flow Briefing — Friday, 23 October 2026
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1. Tape
Tech and EM are the dominant allocation stories: QQQ, SMH, EWT, and EWY are printing record or near-record 20-day inflows while broad US equities (SPY, VTV) and LatAm sit flat-to-weak. Bond markets are flashing a risk-off undercurrent — BND and BNDX are both at all-time flow lows, yet cash is parking in ultra-short SGOV at a p97 clip, suggesting duration avoidance rather than outright risk-on.
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2. Strongest Creations
- QQQ (+$34.9B, p100): Mega-cap tech demand is historically extreme. Earnings season is driving concentrated bets on the Nasdaq 100 — the single largest 20-day inflow on record for this fund.
- SMH (+$17.4B, p100): Semis at max creation, consistent with TSMC/Samsung/SK Hynix earnings momentum. Chips are the consensus macro trade right now.
- EWY (+$3.6B, p98) & EWT (+$1.6B, p100): Korean and Taiwanese equity inflows are massive — semiconductor supply-chain plays absorbing the AI capex narrative directly at the source.
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3. Heaviest Redemptions
- BND (−$14.7B, p0): Total bond fund at an all-time redemption low. Investors are either de-risking duration entirely or rotating into cash equivalents.
- INDA (−$879m, p2): India is being actively sold — likely profit-taking after a multi-year run; today's −1.9% price drop reinforces the exit.
- GLD (−$2.6B, p8): Gold redemptions are heavy despite spot gold still elevated; the metal's 2026 slump appears to be driving capitulation from long-term holders.
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4. Overbought / Oversold
- Overbought: IXC Global Energy (RSI 72), XLE Energy (RSI 70) — energy is the only sector running hot after today's +2.5–2.6% surge.
- Oversold: LIT Lithium (RSI 22), MCHI China (RSI 27), COPX Copper (RSI 26), EWS Singapore (RSI 29), URA Uranium (RSI 28), KWEB China Internet (RSI 31), XLC Comms (RSI 32).
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5. Theme of the Day
AI Semi Supply Chain > Everything. QQQ (p100), SMH (p100), EWT (p100), EWY (p98), XLK (p96), and BOTZ/ROBO (p94–95) are all seeing simultaneous peak-or-near-peak inflows. The market is making a unified, cross-geography bet that AI capex sustains — US software, Asian chip foundries, and robotics enablers all being bought together. Energy (XLE/IXC) is the only non-tech sector with conviction buying, possibly on data-center power demand.
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6. New ETF Launches
Several relevant launches this week:
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EMAG (Emerging Markets AI Mag 3 ETF) launched on Nasdaq, providing focused exposure to TSMC, Samsung Electronics, and SK Hynix — the three EM companies at the core of AI semiconductor infrastructure.
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RBTX (iShares Future Robotics and Related Technologies Active ETF) and ACHP (Global X Asia Semiconductor ETF) also launched this week, alongside AIBN (Defiance AI Infrastructure Bond ETF) — a novel fixed-income/AI-infrastructure crossover.
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Defiance filed effective prospectuses for the Europe AI Leaders ETF, Japan AI Leaders ETF, Taiwan AI Leaders ETF, Korea Robotics Top 10 ETF, Global Robotics Top 10 ETF, and Latin America Top 10 ETF
— directly overlapping the hottest flow themes in today's data.
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7. Watchlist
Watch INDA vs. EEM divergence Monday. EM aggregate flows are historically strong (p98), but India (p2 redemptions, −1.9% today) is being aggressively exited. If EM buyers are rotating from India into Korea/Taiwan semis, that's a structural shift — not noise. A continuation of INDA outflows with EWY/EWT strength would confirm the AI semi-supply-chain rotation is displacing the India growth story in EM allocations.