ETF Flow Monitor
Thursday, 06 August 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 | 794.0 | 768.56 | -0.16% | -0.4% | 63.7 | -13,246 | 8 | 1,033.1 |
| Nasdaq 100QQQ | 451.1 | 714.65 | -0.37% | -4.2% | 54.3 | -28,916 | 0 | 631.3 |
| Vanguard GrowthVUG | 229.4 | 88.68 | -0.06% | -1.8% | 61.5 | -158 | 12 | 2,586.8† |
| Vanguard ValueVTV | 190.7 | 223.37 | -0.28% | -0.3% | 62.1 | +1,881 | 87 | 853.6† |
| Vanguard Small-CapVB | 81.3 | 301.96 | -0.37% | -1.2% | 57.4 | +271 | 51 | 269.2† |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| FTSE EuropeVGK | 31.1 | 91.83 | -0.02% | -0.0% | 64.3 | +22 | 44 | 338.8† |
| MSCI EMEEM | 28.8 | 65.02 | -1.07% | -8.7% | 50.0 | -104 | 21 | 443.7 |
| MSCI KoreaEWY | 23.7 | 164.12 | -2.97% | -25.1% | 46.1 | +4,206 | 99 | 144.3 |
| MSCI JapanEWJ | 21.7 | 95.15 | -0.01% | -1.9% | 58.9 | -957 | 1 | 228.6 |
| MSCI TaiwanEWT | 10.3 | 101.98 | +0.28% | -8.6% | 53.7 | -169 | 17 | 101.2 |
| MSCI BrazilEWZ | 9.2 | 35.81 | -0.83% | -14.2% | 50.8 | -126 | 18 | 256.6 |
| MSCI IndiaINDA | 6.5 | 50.12 | -0.38% | -9.4% | 59.2 | -472 | 6 | 130.3 |
| MSCI ChinaMCHI | 6.3 | 55.91 | -0.19% | -16.5% | 64.8 | -152 | 22 | 112.0 |
| Latin America 40ILF | 3.8 | 34.91 | -0.51% | -8.4% | 53.0 | -4 | 44 | 109.5 |
| MSCI MexicoEWW | 2.0 | 76.63 | -0.08% | -5.7% | 52.9 | +49 | 71 | 25.5 |
| MSCI AustraliaEWA | 1.4 | 30.16 | +0.07% | -0.3% | 66.1 | -42 | 34 | 46.6 |
| MSCI SingaporeEWS | 1.1 | 32.55 | +0.68% | -0.2% | 66.1 | +49 | 94 | 32.5 |
| MSCI IndonesiaEIDO | 0.5 | 12.61 | -0.71% | -34.4% | 56.9 | +19 | 75 | 37.8 |
| MSCI ThailandTHD | 0.4 | 72.88 | +0.22% | -2.9% | 52.9 | +6 | 73 | 5.0 |
| MSCI MalaysiaEWM | 0.3 | 28.10 | -1.16% | -7.6% | 53.4 | +9 | 80 | 11.4 |
| MSCI PhilippinesEPHE | 0.1 | 25.77 | -0.15% | -9.2% | 57.3 | +6 | 83 | 5.5 |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 121.9 | 185.33 | -0.31% | -6.5% | 56.5 | +1,280 | 94 | 657.6 |
| VanEck SemiconductorSMH | 68.3 | 571.48 | +0.31% | -14.6% | 50.0 | -121 | 30 | 119.5 |
| Financials SelectXLF | 59.3 | 57.81 | -0.33% | -0.3% | 66.6 | +2,906 | 95 | 1,025.0 |
| Health Care SelectXLV | 42.8 | 164.45 | +0.18% | -1.7% | 59.6 | +556 | 74 | 260.5 |
| Energy SelectXLE | 38.0 | 58.16 | +1.48% | -7.0% | 53.4 | -535 | 34 | 653.8 |
| Industrials SelectXLI | 33.6 | 184.76 | -0.85% | -0.9% | 57.9 | -585 | 14 | 181.9† |
| Cons Disc SelectXLY | 23.4 | 118.10 | -0.46% | -5.2% | 58.2 | +442 | 81 | 198.4 |
| Utilities SelectXLU | 22.6 | 43.38 | -0.64% | -9.1% | 32.1 | -26 | 40 | 520.9 |
| Comm Svcs SelectXLC | 22.5 | 111.18 | +0.28% | -7.4% | 53.6 | -747 | 6 | 202.5 |
| Cons Staples SelectXLP | 14.7 | 85.11 | -0.26% | -5.4% | 51.5 | +91 | 57 | 172.5 |
| BiotechnologyIBB | 9.3 | 192.97 | +0.61% | -2.7% | 60.5 | -144 | 33 | 48.0 |
| Real Estate SelectXLRE | 8.6 | 44.81 | -0.86% | -2.6% | 46.6 | +222 | 81 | 192.4 |
| Materials SelectXLB | 8.5 | 52.17 | -0.89% | -2.7% | 56.0 | +8 | 51 | 162.5 |
| Global HealthcareIXJ | 4.1 | 101.27 | +0.19% | -1.5% | 58.8 | -310 | 2 | 40.5 |
| Global EnergyIXC | 2.8 | 54.13 | +1.31% | -7.1% | 53.1 | +588 | 98 | 51.5† |
| Global IndustrialsEXI | 1.4 | 203.44 | -0.89% | -0.9% | 60.6 | -43 | 9 | 6.9 |
| Global FinancialsIXG | 0.7 | 134.57 | -0.13% | -0.1% | 66.8 | +59 | 92 | 5.1 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 130.3 | 389.67 | +0.01% | -21.4% | 60.1 | -10,910 | 0 | 334.5 |
| Roundhill MemoryDRAM | 23.5 | 51.44 | -4.28% | -36.3% | 44.1 | +3,517 | 13 | 456.9 |
| Gold MinersGDX | 22.7 | 83.92 | +0.29% | -27.6% | 63.3 | -2,830 | 0 | 270.7 |
| Copper MinersCOPX | 7.3 | 86.09 | -0.73% | -10.0% | 63.1 | -619 | 0 | 84.6 |
| Global X Defense TechSHLD | 7.0 | 67.78 | +0.61% | -13.1% | 69.7 | -622 | 0 | 103.9 |
| China InternetKWEB | 5.6 | 28.38 | -0.56% | -33.9% | 62.6 | -61 | 38 | 195.7 |
| UraniumURA | 5.5 | 43.20 | +0.72% | -30.1% | 55.4 | -537 | 0 | 127.0 |
| Robotics & AIBOTZ | 3.3 | 36.94 | -0.97% | -11.3% | 57.0 | -177 | 0 | 88.8 |
| Global Clean EnergyICLN | 2.3 | 18.12 | +0.11% | -23.7% | 44.5 | -124 | 11 | 127.4 |
| ROBO Global RoboticsROBO | 2.0 | 83.07 | -1.54% | -8.0% | 55.8 | -78 | 0 | 23.6 |
| Lithium & BatteryLIT | 1.5 | 72.41 | -0.33% | -21.0% | 51.8 | -103 | 12 | 20.8 |
| Tema Space InnovatorsNASA | — | 24.14 | +2.07% | -42.4% | 47.4 | +12 | 37 | — |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 398.0 | 72.25 | -0.29% | -3.9% | 40.6 | +3,268 | 96 | 5,508.2 |
| Total Intl BondBNDX | 122.7 | 47.89 | -0.21% | -4.0% | 47.0 | -244 | 1 | 2,562.4 |
| 0-3M TreasurySGOV | 100.0 | 100.46 | +0.01% | -0.3% | 39.0 | +3,130 | 86 | 995.0 |
| 10-20Y TreasuryTLH | 10.8 | 96.83 | -0.54% | -8.1% | 39.0 | -89 | 22 | 111.3 |
Commentary
Here is the briefing for Thursday, 06 August 2026:
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## ETF Flow Briefing — Thursday, 06 August 2026
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### 1. Tape
Equities drifted lower across US and international markets on soft risk appetite, with EM and Korea headlining the pain. Fixed income caught a bid in short-duration and aggregate bond funds, the classic defensive rotation, while gold and commodity thematics continued to bleed assets despite stable-to-positive prices.
---
### 2. Strongest Creations
EWY (MSCI Korea) — p99 (+$4,206m):
Over 50% of the KOSPI is the semiconductor sector, tied directly to the AI infrastructure buildout
, and despite a painful -2.97% print today, allocators are loading up — a classic buy-the-dip in the dominant 2026 EM equity story.
XLF (Financials Select) — p95 (+$2,906m): Financials sit at RSI 67 with sector flows at a 95th-percentile surge, joined by IXG Global Financials at p92. Rate stability and strong earnings are pulling fresh capital into the sector from both US and international angles.
BND (Total Bond) — p96 (+$3,268m): The second-largest aggregate bond ETF is absorbing near-record creations as investors park risk-off money in broad investment-grade fixed income. Typical counter-cyclical pattern vs. equity outflows.
---
### 3. Heaviest Redemptions
QQQ (Nasdaq 100) — p0 (-$28,916m): The single largest dollar outflow in the dataset and a historically extreme reading. Growth/tech conviction is being seriously questioned; this is not noise.
GLD (SPDR Gold) — p0 (-$10,910m): Gold is flat on the day (+0.01%) yet seeing worst-ever-percentile redemptions — a sharp contrast between price resilience and investor de-grossing, possibly collateral-driven selling or rotation into cash.
GDX (Gold Miners) — p0 (-$2,830m): Mirrors GLD's capitulation. Miners plus bullion combined shed >$13.7bn over 20 sessions at the zero percentile. The gold complex is being systematically unwound.
---
### 4. Overbought / Oversold
- SHLD (Global X Defense Tech) — RSI 70: Exactly at the overbought threshold despite p0 redemptions — price momentum is intact but money is leaving. Divergence worth watching.
- XLU (Utilities Select) — RSI 32: Utilities are flirting with oversold, down -0.64% today, likely feeling rate pressure as duration unwinds continue.
---
### 5. Theme of the Day
Korea AI-Memory vs. Broad EM Divergence. EWY takes in $4.2bn at p99 even as EEM (-p21), INDA (-p6), and EWT (-p17) all bleed.
EWY holds SK Hynix at 30.85% and Samsung Electronics at a combined 23.94% of net assets — together, two AI-memory bellwethers making up 54.74% of the fund.
Allocators are treating Korea as a pure-play AI infrastructure bet, not an EM story, and today's -3% dip appears to have accelerated that conviction buying.
---
### 6. New ETF Launches
Two items relevant to this week:
Five AI and semiconductor-themed ETFs listed simultaneously on South Korea's KOSPI on August 4, including Samsung's KODEX US CPU Semiconductor TOP10, Hanwha's PLUS SK Hynix SanDisk Bond Blend 50, and DB Asset Management's MIGHTY AI Data Center Value Chain.
On the US side,
Defiance has filed with the SEC to add the Defiance Europe AI Leaders ETF, Defiance Japan AI Leaders ETF, Defiance Taiwan AI Leaders ETF, Defiance Global Robotics Top 10 ETF, Defiance Korea Robotics Top 10 ETF, and Defiance Latin America Top 10 ETF
— not yet live but directly overlapping Korea, robotics, and EM themes in today's data.
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### 7. Watchlist
Watch whether QQQ's p0 outflow accelerates or reverses Friday — at $28.9bn in 20-session redemptions, a stabilization print would be the clearest signal that the growth-to-value rotation (VTV at p87 inflows) has found a near-term floor.