ETF Flow Monitor

Tuesday, 21 July 2026 · US$ creation / redemption flows over 20 sessions · 5 markets, no cross-market aggregate · methodology

Click 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	787.7	748.28	+0.83%	-1.5%	52.4	+9,925	82	1,052.7
Nasdaq 100QQQ	499.2	708.97	+1.85%	-5.0%	47.6	+27,327	100	704.1
Vanguard GrowthVUG	222.8	86.13	+0.94%	-4.6%	50.3	-1,166	3	2,586.8†
Vanguard ValueVTV	186.6	218.63	+0.77%	-0.8%	55.3	-2,344	3	853.6†
Vanguard Small-CapVB	80.0	297.00	+0.94%	-2.0%	51.5	-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	31.2	65.34	+2.80%	-8.2%	46.8	+2,215	97	477.0
FTSE EuropeVGK	30.1	88.76	+1.22%	-1.9%	52.2	+428	80	338.8†
MSCI KoreaEWY	26.0	172.90	+6.16%	-21.1%	44.1	+5,162	100	150.2
MSCI JapanEWJ	22.9	92.74	+2.55%	-4.4%	49.9	+614	91	246.7
MSCI TaiwanEWT	11.7	100.58	+4.84%	-9.8%	47.4	+1,245	100	116.2
MSCI BrazilEWZ	9.1	35.62	+0.39%	-14.6%	54.5	-379	6	255.6
MSCI IndiaINDA	6.9	48.78	+0.47%	-11.8%	48.6	+92	72	141.5
MSCI ChinaMCHI	5.9	54.00	-0.15%	-19.4%	54.7	-332	11	108.8
Latin America 40ILF	3.8	34.69	+1.31%	-9.0%	55.8	-163	5	109.2
MSCI MexicoEWW	1.9	75.84	+1.00%	-6.6%	50.9	-50	36	24.4
MSCI AustraliaEWA	1.5	28.68	+0.56%	-5.2%	53.5	+0	66	51.0
MSCI SingaporeEWS	0.9	31.61	+0.80%	-1.5%	65.4	-53	4	29.4
MSCI IndonesiaEIDO	0.4	12.70	+1.36%	-33.9%	59.9	+19	76	32.0
MSCI ThailandTHD	0.4	73.53	+0.70%	-2.0%	57.4	-6	37	4.9
MSCI MalaysiaEWM	0.3	27.94	+0.11%	-8.2%	54.3	-10	17	11.6
MSCI PhilippinesEPHE	0.1	25.68	+0.00%	-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	118.0	180.78	+2.89%	-8.8%	48.5	+492	74	652.6
VanEck SemiconductorSMH	80.7	584.08	+4.52%	-12.7%	47.3	+12,179	100	138.1
Financials SelectXLF	55.7	56.11	+0.12%	-1.1%	63.5	+2,643	94	992.2
Health Care SelectXLV	41.7	160.25	+0.63%	-2.5%	56.7	+1,452	93	260.4
Energy SelectXLE	38.7	58.50	+0.97%	-6.5%	64.9	-557	33	660.9
Industrials SelectXLI	33.1	178.66	+0.30%	-3.7%	47.5	+870	91	185.4
Utilities SelectXLU	23.3	44.92	-0.04%	-5.9%	46.9	+528	80	518.2
Comm Svcs SelectXLC	22.7	110.03	-0.69%	-8.4%	46.7	-507	11	206.6
Cons Disc SelectXLY	22.5	114.87	+0.23%	-7.7%	44.6	+580	88	196.2
Cons Staples SelectXLP	14.3	84.06	-0.94%	-6.6%	49.4	+502	81	169.7
BiotechnologyIBB	9.2	189.31	+1.49%	-4.5%	57.5	+342	95	48.7
Real Estate SelectXLRE	8.6	45.20	-0.07%	-0.6%	56.8	+348	91	190.0
Materials SelectXLB	8.3	50.10	+0.14%	-6.6%	43.1	+284	75	165.9
Global HealthcareIXJ	3.9	98.71	+0.60%	-2.9%	54.6	+112	87	39.2
Global EnergyIXC	2.6	54.29	+1.23%	-6.8%	64.5	+342	97	48.8
Global IndustrialsEXI	1.4	195.71	+0.97%	-3.6%	48.4	+49	86	7.4
Global FinancialsIXG	0.6	130.05	+0.64%	-1.3%	61.5	-22	24	4.5

Thematics 12 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
SPDR GoldGLD	132.6	374.81	+1.96%	-24.4%	46.5	-1,445	17	353.8
Roundhill MemoryDRAM	28.7	58.85	+10.91%	-27.1%	46.9	+12,521	96	488.3
Gold MinersGDX	23.9	74.19	+4.88%	-36.0%	44.9	+1,259	99	321.6
Copper MinersCOPX	7.6	78.24	+5.93%	-18.2%	50.1	+267	86	96.9
Global X Defense TechSHLD	6.9	60.25	+0.37%	-22.8%	43.2	-297	2	114.2
UraniumURA	6.2	40.25	+4.09%	-34.9%	38.5	+663	100	155.1
China InternetKWEB	4.8	27.02	-1.53%	-37.1%	56.8	-887	3	178.8
Robotics & AIBOTZ	3.6	34.89	+1.87%	-16.2%	38.2	+362	99	102.7
Global Clean EnergyICLN	3.0	18.52	+2.09%	-22.0%	38.1	+281	96	160.3
ROBO Global RoboticsROBO	2.1	79.38	+2.68%	-12.1%	42.3	+215	100	26.5
Lithium & BatteryLIT	1.8	69.08	+3.23%	-24.6%	34.3	+233	94	26.5
Tema Space InnovatorsNASA	—	23.69	+5.24%	-43.4%	34.1	-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	397.0	72.52	-0.23%	-3.5%	38.1	+3,385	98	5,474.2
Total Intl BondBNDX	123.3	47.83	+0.02%	-4.2%	39.2	+1,114	77	2,578.1
0-3M TreasurySGOV	95.9	100.60	+0.01%	-0.1%	58.8	+497	42	953.3
10-20Y TreasuryTLH	11.2	97.80	-0.34%	-7.2%	36.1	+293	80	114.7

Commentary

ETF Flow Briefing — Tuesday, 21 July 2026

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1. Tape
Risk appetite is broadly "on" — semis, EM, and Japan led equity ETFs higher with tech the clearest driver across US and international markets. Fixed income is a mixed hedge play: BND and BNDX are seeing strong creations even as prices dip, suggesting defensive diversification rather than a true risk-off pivot.

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2. Strongest Creations

- QQQ (+$27.3bn, p100): Historic inflow pace — every dollar of today's tech rally is being chased with fresh cash. Nasdaq-100 at all-time flow highs.
- EWY / EWT (both p100): Korea +6.2%, Taiwan +4.8% on the session; combined $6.4bn of creations in 20 days signals a semiconductor supply-chain re-rating in Northeast Asia, not just a bounce.
- SMH (+$12.2bn, p100): The confirmation signal — semis ETF matching chip-country flow at a record percentile. DRAM (+$12.5bn, p96) piles on with a +10.9% single-day move.

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3. Heaviest Redemptions

- VB (−$3.0bn, p0): Small-caps being abandoned at the worst percentile in their history — all the mega-cap / AI money is crowding out the rest of the market.
- VTV / VUG (both p3): Both value *and* growth style boxes are being exited — this is a market-cap rotation into pure large-cap tech, not a style rotation.
- SHLD (−$297m, p2): Despite geopolitical tail-risk, defense tech is being sold hard — investors rotating out of last cycle's winner.

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4. Overbought / Oversold

- XLF RSI 64 and XLE RSI 65 — approaching overbought; watch for stalling.
- EWS RSI 65 — Singapore quietly elevated.
- BOTZ / LIT / URA / ICLN / NASA — all RSI 34–38, clustered in oversold territory despite strong price moves today; mean-reversion setups building.

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5. Theme of the Day
AI semis are the new safe haven. Money is simultaneously flooding into QQQ (p100), SMH (p100), EWY (p100), EWT (p100), and DRAM (p96) — a coordinated bet that the AI compute buildout is accelerating. Even BND creations (p98) don't undercut the story; that looks more like balanced-fund rebalancing than fear.

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6. New ETF Launches

Multiple SK Hynix-leveraged ETFs hit the market July 14, including ProShares Ultra SK Hynix (SKHU) targeting 2x daily SK Hynix ADR returns and T-REX 2X Long SKHY (HYNX) from REX/Tuttle — directly tied to today's Korea/memory rally.

KraneShares Photonic and Optical ETF (LUMA) launched July 15 on the NYSE, targeting optical/photonic AI infrastructure.

Y'all Street Physical Gold ETF (YSAU) and Physical Silver ETF (YSAG) launched July 15 on Nasdaq, the first bullion ETFs custodied entirely on US soil.

VistaShares also launched Defense Supercycle (AMMO) and Robotics Supercycle (RTOO) ETFs last week.

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7. Watchlist
Watch whether MCHI (−0.15%, p11 redemptions) diverges further from EEM (p97 creations) — if EM inflows keep accelerating while China-specific money exits, the ex-China EM trade is re-engaging and could drive another leg in EWY/EWT tomorrow.

ETF Flow Monitor · Flow 20d = Σ Δ(units)×avg(price) over 20 sessions, US$m · Percentile = PERCENTRANK.INC vs each ETF's own history since 31 Dec 2020 (or inception) · RSI 14d Wilder (Bloomberg-consistent) · AUM = shares×price.
Generated 22 Jul 2026 06:00 SGT. Market-monitoring tool, not investment advice.