ETF Flow Monitor
Friday, 17 July 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 | 773.5 | 743.29 | -0.99% | -2.1% | 48.4 | +18,377 | 95 | 1,040.6 |
| Nasdaq 100QQQ | 482.7 | 695.33 | -1.50% | -6.8% | 41.2 | +20,366 | 100 | 694.3 |
| Vanguard GrowthVUG | 220.6 | 85.27 | -1.49% | -5.6% | 46.3 | -1,267 | 3 | 2,586.8† |
| Vanguard ValueVTV | 186.0 | 217.92 | -0.43% | -1.2% | 53.3 | -2,990 | 3 | 853.6† |
| Vanguard Small-CapVB | 79.7 | 296.22 | -0.57% | -2.3% | 49.8 | -3,882 | 0 | 269.2† |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| FTSE EuropeVGK | 30.0 | 88.59 | -0.23% | -2.1% | 51.3 | +339 | 75 | 338.8† |
| MSCI EMEEM | 29.9 | 63.29 | -1.40% | -11.1% | 38.3 | +1,920 | 96 | 472.3 |
| MSCI KoreaEWY | 24.3 | 162.54 | -0.50% | -25.8% | 37.0 | +5,099 | 100 | 149.8 |
| MSCI JapanEWJ | 22.0 | 90.49 | -1.54% | -6.7% | 41.2 | +255 | 74 | 242.8 |
| MSCI TaiwanEWT | 10.8 | 97.33 | -2.83% | -12.7% | 40.3 | +769 | 100 | 111.3 |
| MSCI BrazilEWZ | 9.0 | 35.23 | -0.28% | -15.6% | 51.0 | -340 | 7 | 256.6 |
| MSCI IndiaINDA | 6.9 | 48.91 | +0.45% | -11.5% | 49.7 | +72 | 69 | 141.1 |
| MSCI ChinaMCHI | 5.8 | 52.95 | -2.20% | -21.0% | 48.0 | -337 | 11 | 108.7 |
| Latin America 40ILF | 3.7 | 34.07 | -0.12% | -10.6% | 49.1 | -148 | 7 | 109.6 |
| MSCI MexicoEWW | 1.8 | 75.11 | -0.15% | -7.5% | 46.4 | -53 | 36 | 24.4 |
| MSCI AustraliaEWA | 1.5 | 28.75 | +0.42% | -5.0% | 55.1 | -5 | 60 | 50.8 |
| MSCI SingaporeEWS | 0.9 | 31.48 | -0.98% | -1.9% | 64.9 | -65 | 3 | 29.0 |
| MSCI IndonesiaEIDO | 0.4 | 12.42 | +2.05% | -35.4% | 55.1 | +31 | 84 | 33.0 |
| MSCI ThailandTHD | 0.4 | 72.87 | -0.08% | -2.9% | 54.3 | -5 | 39 | 4.9 |
| MSCI MalaysiaEWM | 0.3 | 28.18 | +0.64% | -7.4% | 59.0 | -11 | 17 | 11.6 |
| MSCI PhilippinesEPHE | 0.1 | 25.60 | +0.75% | -9.8% | 59.6 | -5 | 17 | 5.1 |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 114.4 | 175.59 | -1.09% | -11.4% | 41.5 | -8,834 | 0 | 651.4 |
| VanEck SemiconductorSMH | 75.5 | 556.53 | -2.18% | -16.8% | 40.4 | +3,823 | 100 | 135.7 |
| Financials SelectXLF | 55.5 | 56.26 | -0.86% | -0.9% | 65.7 | +1,423 | 81 | 987.2 |
| Health Care SelectXLV | 41.7 | 161.09 | -0.44% | -2.0% | 59.6 | +647 | 77 | 258.8 |
| Energy SelectXLE | 38.2 | 57.68 | +1.16% | -7.8% | 61.3 | -896 | 17 | 662.4 |
| Industrials SelectXLI | 33.3 | 179.41 | -0.41% | -3.3% | 49.1 | +753 | 88 | 185.7† |
| Utilities SelectXLU | 23.5 | 45.17 | -0.66% | -5.4% | 49.6 | +630 | 84 | 519.6 |
| Comm Svcs SelectXLC | 22.8 | 110.65 | -1.78% | -7.9% | 49.0 | -628 | 8 | 206.2 |
| Cons Disc SelectXLY | 22.6 | 115.44 | -1.62% | -7.3% | 46.1 | +296 | 73 | 195.5 |
| Cons Staples SelectXLP | 14.3 | 85.19 | -0.72% | -5.4% | 55.0 | +301 | 70 | 168.4 |
| BiotechnologyIBB | 9.1 | 189.76 | +0.13% | -4.3% | 59.9 | +216 | 90 | 48.0 |
| Real Estate SelectXLRE | 8.6 | 45.42 | -0.09% | -0.1% | 59.7 | +388 | 93 | 189.2 |
| Materials SelectXLB | 8.4 | 50.53 | -0.71% | -5.8% | 46.1 | +235 | 72 | 166.0 |
| Global HealthcareIXJ | 3.8 | 99.21 | -0.46% | -2.5% | 57.3 | +52 | 71 | 38.6 |
| Global EnergyIXC | 2.2 | 53.50 | +1.50% | -8.2% | 60.7 | -57 | 25 | 42.0† |
| Global IndustrialsEXI | 1.4 | 194.98 | -0.34% | -4.0% | 46.2 | +36 | 82 | 7.3 |
| Global FinancialsIXG | 0.6 | 129.90 | -1.42% | -1.4% | 62.1 | -27 | 23 | 4.4 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 131.3 | 368.41 | +0.95% | -25.7% | 40.4 | +503 | 66 | 356.3 |
| Roundhill MemoryDRAM | 26.1 | 52.72 | +0.73% | -34.7% | 38.8 | +13,179 | 100 | 495.0 |
| Gold MinersGDX | 22.7 | 71.32 | -0.11% | -38.4% | 37.3 | +902 | 99 | 318.7 |
| Copper MinersCOPX | 7.0 | 73.35 | -1.78% | -23.4% | 40.9 | +218 | 83 | 95.8 |
| Global X Defense TechSHLD | 6.9 | 60.06 | +0.28% | -23.0% | 42.0 | -281 | 2 | 114.5 |
| UraniumURA | 5.9 | 38.73 | -0.97% | -37.3% | 30.6 | +595 | 99 | 153.4 |
| China InternetKWEB | 4.8 | 26.81 | -2.44% | -37.6% | 56.5 | -933 | 3 | 178.6 |
| Robotics & AIBOTZ | 3.4 | 34.40 | -3.18% | -17.4% | 33.4 | +235 | 98 | 99.0 |
| Global Clean EnergyICLN | 2.9 | 18.37 | +0.11% | -22.7% | 34.7 | +247 | 94 | 158.5 |
| ROBO Global RoboticsROBO | 2.0 | 77.89 | -1.89% | -13.8% | 36.3 | +161 | 100 | 25.8 |
| Lithium & BatteryLIT | 1.8 | 68.38 | -0.70% | -25.4% | 28.3 | +182 | 92 | 25.7 |
| Tema Space InnovatorsNASA | — | 22.99 | -0.99% | -45.1% | 28.5 | -779 | 12 | — |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 398.1 | 72.86 | +0.07% | -3.1% | 45.4 | +2,852 | 94 | 5,464.4 |
| Total Intl BondBNDX | 123.2 | 47.93 | -0.06% | -4.0% | 42.2 | +755 | 53 | 2,570.6 |
| 0-3M TreasurySGOV | 95.9 | 100.58 | +0.03% | -0.2% | 56.3 | +651 | 47 | 953.7 |
| 10-20Y TreasuryTLH | 11.3 | 98.68 | +0.23% | -6.3% | 43.6 | +247 | 76 | 114.3 |
Commentary
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## Cross-Asset ETF Flow Briefing — Friday, 17 July 2026
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1. Tape
Risk-off Friday: US large-cap and international markets sold off broadly (QQQ –1.5%, EWT –2.83%, BOTZ –3.18%), though energy and Australia bucked the trend. Fixed income caught a modest bid, with BND and TLH both ticking higher — a classic late-week flight to quality.
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2. Strongest Creations
- DRAM (Memory, p100, +$13.2B): Monster inflows into the AI memory pure-play despite flat price action. Institutional accumulation on dips is the signal — this is the dominant thematic flow of the cycle.
- QQQ (Nasdaq 100, p100, +$20.4B): Record 20-day inflows even as price slides. Classic buy-the-dip behavior from systematic and retail flows into mega-cap tech.
- EWY (Korea, p100, +$5.1B): Record creations despite soft price. Likely rotation into TSMC/Samsung supply-chain proxies as investors position around AI hardware demand.
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3. Heaviest Redemptions
- XLK (Technology, p0, –$8.8B): Lowest-ever 20-day flow percentile — capital is rotating *out* of the broad tech wrapper and into targeted AI/semi plays (SMH, DRAM). Structural shift, not panic.
- VB (Small-Cap, p0, –$3.9B): Record redemptions. Rate-sensitive small-caps being abandoned as "higher for longer" concerns persist.
- SHLD (Defense Tech, p2, –$281m): Flows completely contradict the defense thematic narrative — notable divergence from AMMO/RTOO launches this week.
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4. Overbought / Oversold
- Oversold (RSI < 30): NASA (28), LIT (28) — space and lithium both technically exhausted.
- Near oversold: BOTZ (33), URA (31), GDX (37), EWY (37), EEM (38), ROBO (36).
- No names overbought (RSI > 70).
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5. Theme of the Day
AI hardware bifurcation: Money is fleeing the broad tech ETF (XLK, p0) and concentrating into precision AI/semi vehicles — SMH (p100), DRAM (p100), and EWY (p100, Korea semis). The market is no longer paying for generic tech beta; it wants the picks-and-shovels layer.
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6. New ETF Launches
VistaShares launched three thematic ETFs this week: the Defense Supercycle ETF (AMMO), the Robotics Supercycle ETF (RTOO), and the Space Supercycle ETF (GALX).
Defiance also filed to add six new series including Europe AI Leaders, Japan AI Leaders, Taiwan AI Leaders, Global Robotics Top 10, Korea Robotics Top 10, and Latin America Top 10 ETFs
— directly overlapping the Korea/Taiwan/robotics flows dominating this week's data.
Separately, Defiance and GraniteShares filed for leveraged ETFs targeting AI software and semiconductor manufacturing, reflecting surging demand for products tracking AI infrastructure.
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7. Watchlist
Watch EWT/EWY on Monday open: Taiwan down –2.83% and Korea –0.50% on the day, yet both sit at p100 inflows. If Asian markets stabilize over the weekend, that demand wall gets tested — a bounce could be sharp. A continuation lower would signal the inflows are catching a falling knife.