ETF Flow Monitor
Monday, 21 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 | 824.5 | 773.50 | +1.66% | -0.6% | 57.4 | +31,810 | 99 | 1,066.0 |
| Nasdaq 100QQQ | 503.1 | 741.47 | +4.55% | -0.6% | 63.8 | +42,261 | 100 | 678.5 |
| Vanguard GrowthVUG | 234.2 | 91.02 | +3.77% | +0.0% | 64.9 | -323 | 11 | 2,572.8† |
| Vanguard ValueVTV | 189.8 | 221.94 | -0.43% | -2.4% | 41.6 | +208 | 26 | 855.1† |
| Vanguard Small-CapVB | 78.6 | 291.09 | -0.44% | -5.9% | 35.8 | -112 | 19 | 269.9† |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| MSCI EMEEM | 32.0 | 68.83 | +4.30% | -3.3% | 57.7 | +1,873 | 96 | 465.6 |
| FTSE EuropeVGK | 30.2 | 89.24 | +0.01% | -4.2% | 37.5 | +246 | 68 | 338.9† |
| MSCI KoreaEWY | 28.9 | 189.16 | +7.34% | -13.7% | 56.2 | +3,036 | 98 | 152.9 |
| MSCI JapanEWJ | 22.9 | 97.96 | +0.39% | -0.6% | 57.9 | +1,191 | 97 | 233.9 |
| MSCI TaiwanEWT | 12.2 | 115.64 | +7.86% | +0.0% | 64.8 | +1,016 | 99 | 105.3 |
| MSCI BrazilEWZ | 8.3 | 38.07 | +0.93% | -8.8% | 62.4 | -2,058 | 0 | 217.9 |
| MSCI IndiaINDA | 6.8 | 48.50 | +0.14% | -12.3% | 39.7 | +431 | 92 | 140.5 |
| MSCI ChinaMCHI | 6.4 | 54.00 | +1.28% | -19.4% | 46.9 | +230 | 76 | 119.2 |
| Latin America 40ILF | 3.9 | 35.49 | -0.17% | -6.9% | 53.2 | -148 | 7 | 110.2 |
| MSCI MexicoEWW | 1.8 | 73.70 | -1.50% | -9.3% | 35.2 | -103 | 21 | 24.8 |
| MSCI AustraliaEWA | 1.3 | 29.04 | -0.07% | -4.6% | 40.0 | -32 | 40 | 46.4 |
| MSCI SingaporeEWS | 1.3 | 33.16 | -1.43% | -4.1% | 45.2 | +235 | 100 | 38.1 |
| MSCI IndonesiaEIDO | 0.5 | 12.36 | -4.33% | -35.7% | 41.8 | +28 | 81 | 40.3 |
| MSCI ThailandTHD | 0.4 | 73.49 | +0.11% | -2.1% | 50.8 | -18 | 16 | 4.8 |
| MSCI MalaysiaEWM | 0.3 | 27.66 | -0.65% | -9.1% | 40.3 | +9 | 80 | 11.9 |
| MSCI PhilippinesEPHE | 0.1 | 23.31 | -3.44% | -17.8% | 26.4 | +22 | 97 | 6.4 |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 126.5 | 194.85 | +5.74% | -1.7% | 63.1 | -603 | 14 | 649.4 |
| VanEck SemiconductorSMH | 70.5 | 596.03 | +10.07% | -10.9% | 58.3 | +1,269 | 88 | 118.3 |
| Financials SelectXLF | 52.9 | 55.90 | -1.98% | -4.5% | 37.7 | -3,298 | 4 | 945.6 |
| Health Care SelectXLV | 43.6 | 169.01 | +0.75% | -3.8% | 51.2 | -538 | 22 | 258.2 |
| Energy SelectXLE | 40.1 | 62.46 | -3.21% | -4.4% | 47.6 | -729 | 24 | 642.0 |
| Industrials SelectXLI | 30.7 | 169.98 | +0.03% | -8.9% | 32.4 | -1,188 | 1 | 180.7 |
| Comm Svcs SelectXLC | 23.2 | 114.75 | -0.28% | -4.4% | 59.9 | +50 | 53 | 202.2 |
| Cons Disc SelectXLY | 22.0 | 112.23 | -0.55% | -9.9% | 38.7 | -270 | 32 | 196.1 |
| Utilities SelectXLU | 20.9 | 40.66 | -2.77% | -14.8% | 26.3 | -132 | 32 | 514.6 |
| Cons Staples SelectXLP | 13.8 | 81.92 | -2.96% | -9.0% | 36.2 | -395 | 26 | 168.1 |
| BiotechnologyIBB | 10.6 | 207.16 | +1.25% | -4.5% | 53.2 | +992 | 99 | 51.2 |
| Materials SelectXLB | 8.1 | 49.71 | -1.54% | -7.4% | 31.8 | -283 | 24 | 162.0 |
| Real Estate SelectXLRE | 7.8 | 42.59 | -1.23% | -7.4% | 30.8 | -384 | 2 | 182.6 |
| Global HealthcareIXJ | 4.3 | 103.18 | +0.89% | -4.0% | 50.1 | +183 | 97 | 41.8 |
| Global EnergyIXC | 2.9 | 57.65 | -2.78% | -3.7% | 49.5 | +97 | 85 | 50.5 |
| Global IndustrialsEXI | 1.4 | 193.91 | +1.04% | -6.2% | 41.4 | +109 | 98 | 7.5 |
| Global FinancialsIXG | 0.7 | 132.64 | -0.96% | -3.2% | 45.9 | +25 | 85 | 5.3 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 151.8 | 398.38 | +1.41% | -19.7% | 47.8 | +22,754 | 100 | 381.0 |
| Gold MinersGDX | 30.2 | 94.43 | +0.31% | -18.5% | 49.7 | -198 | 38 | 319.9 |
| Roundhill MemoryDRAM | 26.9 | 61.58 | +12.37% | -23.7% | 57.2 | +227 | 22 | 436.5 |
| Copper MinersCOPX | 8.5 | 87.49 | +2.18% | -9.3% | 46.9 | +955 | 98 | 96.7 |
| Global X Defense TechSHLD | 7.3 | 63.18 | +1.36% | -19.0% | 42.7 | +1,081 | 96 | 115.5 |
| UraniumURA | 6.6 | 42.98 | +1.87% | -30.5% | 44.0 | +1,431 | 100 | 154.1 |
| China InternetKWEB | 5.2 | 25.18 | +1.82% | -41.4% | 40.8 | -38 | 41 | 205.5 |
| Robotics & AIBOTZ | 3.5 | 35.82 | +3.05% | -14.0% | 50.4 | +363 | 99 | 97.9 |
| Global Clean EnergyICLN | 2.2 | 17.80 | +1.34% | -25.1% | 48.5 | -45 | 36 | 124.2 |
| ROBO Global RoboticsROBO | 2.1 | 80.29 | +3.80% | -11.1% | 49.8 | +227 | 100 | 26.3 |
| Lithium & BatteryLIT | 1.7 | 70.83 | +1.23% | -22.7% | 37.7 | +239 | 94 | 23.3 |
| Tema Space InnovatorsNASA | — | 24.75 | +8.17% | -40.9% | 54.3 | +69 | 39 | — |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 400.0 | 71.40 | +0.32% | -5.0% | 35.6 | +8,286 | 100 | 5,601.6 |
| Total Intl BondBNDX | 123.4 | 47.21 | +0.60% | -5.4% | 41.3 | +2,232 | 99 | 2,614.8 |
| 0-3M TreasurySGOV | 106.0 | 100.60 | +0.07% | -0.1% | 57.1 | +5,989 | 97 | 1,053.5 |
| 10-20Y TreasuryTLH | 11.1 | 95.79 | +0.80% | -9.1% | 42.5 | +362 | 85 | 115.9 |
Commentary
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## ETF Flow Briefing — Monday 21 September 2026
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1. Tape
US large-cap and Nasdaq are firmly risk-on — QQQ surged +4.55% and SPY +1.66% — but the bid is laser-focused on growth and AI; value, small-cap, and most sectors either declined or barely moved. Internationally, Asia's chip exporters (Korea +7.3%, Taiwan +7.9%) stole the show, while LatAm and Southeast Asia broadly sold off.
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2. Strongest Creations *(by flow percentile)*
- GLD — $22.8bn in at p100. Gold is seeing historic inflows even as equities rally; safe-haven demand and dollar hedging are running simultaneously with risk appetite. Remarkable.
- QQQ — $42.3bn in at p100. All-time-high creation pace. The Nasdaq rip is attracting fresh institutional and retail money, not just momentum chasers rotating within existing positions.
- EWT / EWY — Taiwan (p99) and Korea (p98) combined pulled in >$4bn. Both markets surged 7%+, driven by TSMC and Samsung riding the AI chip super-cycle.
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3. Heaviest Redemptions *(by flow percentile)*
- EWZ — $2.1bn out at p0 (worst ever). Brazil sees an outright exodus — currency risk, fiscal concerns, or EM rotation away from LatAm into Asia.
- XLF — $3.3bn out at p4. Financials dropped -2% and investors are pulling the rip cord; rising credit concerns or rate-curve repricing may be the trigger.
- XLI — $1.2bn out at p1. Industrials nearly hit a flow floor; near RSI 32 (borderline oversold) suggests the sector is under real structural selling pressure, not just profit-taking.
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4. Overbought / Oversold
- EPHE (Philippines) — RSI 26. Oversold after -3.4% on the day; worth watching for a mean-reversion bounce.
- XLU — RSI 26. Utilities getting hammered; likely a rates-are-rising-again trade.
- XLRE — RSI 31, flow p2. Real estate under dual pressure from outflows and technicals.
- XLI — RSI 32. Industrials flirting with oversold.
- Nothing is overbought (no RSI >70 in the dataset).
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5. Theme of the Day
AI chip nationalism. The same catalyst — presumably a positive US-Taiwan trade/tech policy development or an earnings catalyst from a major fab — drove SMH +10%, EWT +7.9%, EWY +7.3%, QQQ +4.55%, and DRAM +12.4% in lockstep. Flows confirmed conviction: SMH (p88), EWT (p99), EWY (p98), BOBO/ROBO (p99/p100), and URA (p100, nuclear as AI power). The trade is AI infrastructure end-to-end: chips → power → data centers.
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6. New ETF Launches
AICH (EMXETF China AI ETF, NASDAQ) — launched Sept. 16; actively managed, covering China's full AI stack from semiconductors and memory to AI models, robotics, and applications.
Directly relevant given today's China/EM and AI chip flows.
AIFR (Defiance Global Foundries ETF, NASDAQ) — launched Sept. 10; the first US-listed ETF dedicated to semiconductor foundries, targeting the manufacturing layer of the AI buildout.
Its index has 10 constituents spanning Taiwan, South Korea, the US, Israel, and Hong Kong.
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7. Watchlist
Watch XLF and regional bank ETFs at the open. Financials hit a p4 flow reading with a -2% price drop — if tomorrow brings any macro catalyst (Fed speak, credit data), the sector could either stabilize sharply or roll over decisively. A bounce without inflows returning = a dead-cat; fresh creations = real rotation back in.