ETF Flow Monitor
Monday, 20 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 | 779.9 | 742.09 | -0.16% | -2.3% | 47.5 | +8,659 | 78 | 1,051.0 |
| Nasdaq 100QQQ | 490.6 | 696.06 | +0.10% | -6.7% | 41.5 | +27,846 | 100 | 704.8 |
| Vanguard GrowthVUG | 220.7 | 85.33 | +0.07% | -5.5% | 46.6 | -1,166 | 3 | 2,586.8† |
| Vanguard ValueVTV | 185.2 | 216.95 | -0.45% | -1.6% | 49.8 | -2,344 | 3 | 853.6† |
| Vanguard Small-CapVB | 79.2 | 294.22 | -0.68% | -2.9% | 45.8 | -2,965 | 0 | 269.2† |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| MSCI EMEEM | 30.4 | 63.56 | +0.43% | -10.7% | 39.5 | +2,346 | 98 | 479.0 |
| FTSE EuropeVGK | 29.7 | 87.69 | -1.02% | -3.1% | 46.4 | +428 | 80 | 338.8† |
| MSCI KoreaEWY | 24.5 | 162.86 | +0.20% | -25.7% | 37.2 | +5,212 | 100 | 150.5 |
| MSCI JapanEWJ | 22.3 | 90.43 | -0.07% | -6.7% | 41.1 | +599 | 90 | 246.6 |
| MSCI TaiwanEWT | 11.0 | 95.94 | -1.43% | -14.0% | 38.4 | +1,082 | 100 | 114.6 |
| MSCI BrazilEWZ | 9.1 | 35.48 | +0.71% | -15.0% | 53.2 | -314 | 8 | 257.4 |
| MSCI IndiaINDA | 6.8 | 48.55 | -0.74% | -12.2% | 45.8 | +42 | 63 | 140.5 |
| MSCI ChinaMCHI | 6.0 | 54.08 | +2.13% | -19.3% | 55.3 | -206 | 19 | 111.2 |
| Latin America 40ILF | 3.8 | 34.24 | +0.50% | -10.1% | 51.0 | -144 | 7 | 109.8 |
| MSCI MexicoEWW | 1.8 | 75.09 | -0.03% | -7.6% | 46.3 | -50 | 36 | 24.4 |
| MSCI AustraliaEWA | 1.4 | 28.52 | -0.80% | -5.8% | 50.8 | -11 | 56 | 50.6 |
| MSCI SingaporeEWS | 0.9 | 31.36 | -0.38% | -2.3% | 62.7 | -56 | 4 | 29.3 |
| MSCI IndonesiaEIDO | 0.4 | 12.53 | +0.89% | -34.8% | 57.0 | +23 | 79 | 32.3 |
| MSCI ThailandTHD | 0.4 | 73.02 | +0.21% | -2.7% | 55.0 | -5 | 39 | 4.9 |
| MSCI MalaysiaEWM | 0.3 | 27.91 | -0.96% | -8.3% | 53.8 | -13 | 15 | 11.5 |
| MSCI PhilippinesEPHE | 0.1 | 25.68 | +0.31% | -9.5% | 60.6 | -6 | 16 | 5.0 |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 114.7 | 175.71 | +0.07% | -11.4% | 41.7 | +522 | 77 | 652.8 |
| VanEck SemiconductorSMH | 77.5 | 558.83 | +0.41% | -16.5% | 41.0 | +12,505 | 100 | 138.7 |
| Financials SelectXLF | 56.1 | 56.04 | -0.39% | -1.3% | 63.0 | +3,124 | 96 | 1,000.8 |
| Health Care SelectXLV | 41.3 | 159.25 | -1.14% | -3.2% | 54.5 | +1,309 | 92 | 259.5 |
| Energy SelectXLE | 38.3 | 57.94 | +0.45% | -7.4% | 62.4 | -507 | 35 | 661.8 |
| Industrials SelectXLI | 33.0 | 178.12 | -0.72% | -4.0% | 46.0 | +870 | 91 | 185.4 |
| Utilities SelectXLU | 23.3 | 44.94 | -0.51% | -5.8% | 47.1 | +568 | 82 | 519.1 |
| Comm Svcs SelectXLC | 22.9 | 110.80 | +0.14% | -7.7% | 49.6 | -507 | 11 | 206.6 |
| Cons Disc SelectXLY | 22.5 | 114.61 | -0.72% | -8.0% | 43.6 | +568 | 87 | 196.0 |
| Cons Staples SelectXLP | 14.4 | 84.86 | -0.39% | -5.7% | 53.3 | +477 | 80 | 169.4 |
| BiotechnologyIBB | 8.9 | 186.53 | -1.70% | -5.9% | 52.9 | +186 | 87 | 47.9 |
| Real Estate SelectXLRE | 8.6 | 45.23 | -0.42% | -0.5% | 57.2 | +338 | 90 | 189.8 |
| Materials SelectXLB | 8.3 | 50.03 | -0.99% | -6.7% | 42.4 | +284 | 75 | 166.0 |
| Global HealthcareIXJ | 3.8 | 98.12 | -1.10% | -3.5% | 52.3 | +70 | 75 | 38.8 |
| Global EnergyIXC | 2.6 | 53.63 | +0.24% | -7.9% | 61.4 | +342 | 97 | 48.8 |
| Global IndustrialsEXI | 1.4 | 193.84 | -0.59% | -4.5% | 43.9 | +41 | 84 | 7.4 |
| Global FinancialsIXG | 0.6 | 129.22 | -0.52% | -1.9% | 58.9 | -25 | 23 | 4.5 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 129.8 | 367.60 | -0.22% | -25.9% | 39.9 | -1,734 | 12 | 353.0 |
| Roundhill MemoryDRAM | 26.1 | 53.06 | +0.64% | -34.3% | 39.3 | +12,697 | 98 | 491.5 |
| Gold MinersGDX | 22.6 | 70.74 | -0.81% | -38.9% | 36.4 | +1,069 | 99 | 319.0 |
| Copper MinersCOPX | 7.2 | 73.86 | +0.70% | -22.8% | 42.0 | +318 | 89 | 97.5 |
| Global X Defense TechSHLD | 6.9 | 60.03 | -0.05% | -23.1% | 41.9 | -301 | 2 | 114.1 |
| UraniumURA | 6.0 | 38.67 | -0.15% | -37.4% | 30.5 | +653 | 100 | 154.9 |
| China InternetKWEB | 5.0 | 27.44 | +2.35% | -36.1% | 61.4 | -772 | 4 | 183.0 |
| Robotics & AIBOTZ | 3.5 | 34.25 | -0.44% | -17.7% | 32.8 | +347 | 99 | 102.2 |
| Global Clean EnergyICLN | 2.9 | 18.14 | -1.25% | -23.6% | 33.2 | +244 | 94 | 158.3 |
| ROBO Global RoboticsROBO | 2.0 | 77.31 | -0.74% | -14.4% | 35.1 | +200 | 100 | 26.3 |
| Lithium & BatteryLIT | 1.7 | 66.92 | -2.14% | -27.0% | 26.1 | +195 | 93 | 25.9 |
| Tema Space InnovatorsNASA | — | 22.51 | -2.09% | -46.3% | 27.4 | -701 | 14 | — |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 396.9 | 72.68 | -0.25% | -3.3% | 41.4 | +2,404 | 85 | 5,460.6 |
| Total Intl BondBNDX | 123.0 | 47.82 | -0.23% | -4.2% | 38.7 | +831 | 60 | 2,572.2 |
| 0-3M TreasurySGOV | 95.9 | 100.59 | +0.01% | -0.1% | 57.6 | +507 | 42 | 953.4 |
| 10-20Y TreasuryTLH | 11.2 | 98.13 | -0.56% | -6.9% | 38.7 | +230 | 73 | 114.0 |
Commentary
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## ETF Flow Briefing — Monday 20 July 2026
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1. Tape
Tech and AI infrastructure dominate US inflows while domestic breadth is painfully narrow — small caps, value, and growth are all bleeding. Internationally, Korea and Taiwan are hoovering up capital despite price weakness, and EM ex-China is the surprise risk-on bid; fixed income is seeing steady but unspectacular inflows, consistent with a market that is risk-selective rather than risk-off.
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2. Strongest Creations
- EWY (Korea, p100) +$5.2B — Highest-percentile international flow on the board. Investors are loading Korean semi exposure (SK Hynix, Samsung) as a cheaper proxy for the AI chip trade even as the price dips (RSI 37). Classic buy-the-weakness accumulation.
- QQQ (Nasdaq 100, p100) +$27.8B — Massive 20-day creation at an all-time percentile rank. The market is concentrating into mega-cap tech; this dwarfs the SPY inflow and underscores the narrowness.
- SMH (Semiconductors, p100) +$12.5B — Mirrors QQQ conviction. Paired with DRAM's +$12.7B (p98), semis are the clear anchor of institutional buying.
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3. Heaviest Redemptions
- VB (Small-Cap, p0) −$3.0B — Rock-bottom percentile. Risk appetite is entirely concentrated in large-cap tech; rate-sensitive small caps are being abandoned.
- VTV (Value, p3) −$2.3B — Value rotation is dead. Financials-heavy VTV is losing ground even as XLF itself attracts creations — investors want pure financials exposure, not blended value.
- SHLD (Defense Tech, p2) −$301m — Striking contrast to robotics inflows. Defense ETF outflows at the 2nd percentile suggest profit-taking after a strong run, not a sector call reversal.
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4. Overbought / Oversold
- Overbought: EWS (RSI 63), XLF (63), XLE (62), IXC (61), EPHE (61), XLRE (57) — global financials and energy running hot on price.
- Oversold: NASA (RSI 27), LIT (26) — Space innovators and lithium both deeply oversold. LIT in particular is interesting: RSI 26 yet flows at the 93rd percentile, a divergence worth watching.
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5. Theme of the Day
AI Silicon over everything. QQQ, SMH, DRAM, EWY, and EWT all sit at p98–p100 on 20-day flows, forming a coherent chain: US large-cap tech → semis → memory → Korean and Taiwanese chip fabricators. The market is funding this trade by stripping VB, VTV, and VUG — redirecting capital from broad domestic equity into the narrowest possible AI-infrastructure stack.
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6. New ETF Launches
VistaShares launched three thematic ETFs on NYSE Arca this week: the Defense Supercycle ETF (AMMO), the Robotics Supercycle ETF (RTOO), and the Space Supercycle ETF (GALX).
These land squarely on the defense/robotics theme at a moment when BOTZ and ROBO are seeing near-record inflows — new supply meeting hot demand.
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7. Watchlist
Watch LIT (Lithium, RSI 26) tomorrow. A deeply oversold reading combined with 93rd-percentile inflows over 20 days sets up a technical mean-reversion catalyst — any positive EV demand or China battery headline could trigger a sharp squeeze.