ETF Flow Monitor
Friday, 24 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 | 782.0 | 738.93 | +0.10% | -2.7% | 45.2 | +3,421 | 60 | 1,058.3 |
| Nasdaq 100QQQ | 484.6 | 684.23 | -1.12% | -8.3% | 38.5 | +22,972 | 100 | 708.3 |
| Vanguard GrowthVUG | 215.9 | 83.48 | -0.36% | -7.5% | 39.8 | -546 | 7 | 2,586.8† |
| Vanguard ValueVTV | 188.7 | 221.02 | +0.53% | +0.0% | 62.2 | +123 | 22 | 853.6† |
| Vanguard Small-CapVB | 79.5 | 295.32 | +0.19% | -2.6% | 48.3 | -163 | 18 | 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 | 88.41 | +0.66% | -2.3% | 50.2 | +2 | 37 | 338.8† |
| MSCI EMEEM | 29.7 | 63.33 | -1.97% | -11.1% | 40.2 | +1,710 | 95 | 469.3 |
| MSCI KoreaEWY | 22.9 | 162.96 | -6.27% | -25.7% | 39.7 | +3,430 | 99 | 140.7 |
| MSCI JapanEWJ | 22.3 | 91.21 | +0.12% | -5.9% | 45.0 | +406 | 83 | 244.9 |
| MSCI TaiwanEWT | 10.9 | 98.01 | -1.83% | -12.1% | 43.5 | +834 | 100 | 111.7 |
| MSCI BrazilEWZ | 9.0 | 35.73 | -1.22% | -14.4% | 53.2 | -558 | 2 | 250.7 |
| MSCI IndiaINDA | 6.9 | 48.02 | +0.82% | -13.1% | 42.6 | +223 | 83 | 144.3 |
| MSCI ChinaMCHI | 5.9 | 53.33 | -0.04% | -20.4% | 49.8 | -252 | 15 | 110.3 |
| Latin America 40ILF | 3.7 | 34.64 | -0.57% | -9.1% | 53.2 | -145 | 7 | 107.3 |
| MSCI MexicoEWW | 1.8 | 75.45 | +0.60% | -7.1% | 48.7 | -17 | 48 | 24.5 |
| MSCI AustraliaEWA | 1.5 | 28.72 | +0.81% | -5.1% | 53.3 | -15 | 55 | 51.0 |
| MSCI SingaporeEWS | 0.9 | 31.65 | +0.67% | -1.4% | 61.4 | -55 | 4 | 29.3 |
| MSCI IndonesiaEIDO | 0.4 | 12.26 | -1.13% | -36.2% | 49.7 | +6 | 62 | 32.4 |
| MSCI ThailandTHD | 0.4 | 72.83 | +0.58% | -3.0% | 53.1 | -3 | 47 | 4.9 |
| MSCI MalaysiaEWM | 0.3 | 27.63 | -0.65% | -9.2% | 48.1 | -9 | 20 | 11.7 |
| MSCI PhilippinesEPHE | 0.1 | 25.22 | +0.48% | -11.1% | 52.2 | -3 | 24 | 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 | 115.0 | 175.88 | -1.44% | -11.3% | 42.7 | +26 | 48 | 653.7 |
| VanEck SemiconductorSMH | 74.7 | 561.19 | -3.27% | -16.1% | 42.4 | +10,869 | 100 | 133.1 |
| Financials SelectXLF | 56.1 | 56.31 | +0.86% | -0.8% | 63.7 | +2,774 | 94 | 996.4 |
| Health Care SelectXLV | 42.0 | 162.57 | +0.70% | -1.1% | 61.0 | +561 | 74 | 258.1 |
| Energy SelectXLE | 39.7 | 59.62 | +0.40% | -4.7% | 69.3 | -405 | 41 | 665.5 |
| Industrials SelectXLI | 33.9 | 182.66 | +0.40% | -1.6% | 57.7 | +914 | 92 | 185.4† |
| Utilities SelectXLU | 23.8 | 46.29 | +0.22% | -3.0% | 60.8 | +145 | 54 | 514.7 |
| Comm Svcs SelectXLC | 21.9 | 106.30 | +0.87% | -11.5% | 37.2 | -51 | 42 | 205.7 |
| Cons Disc SelectXLY | 21.3 | 109.41 | +0.60% | -12.1% | 32.6 | +424 | 80 | 194.8 |
| Cons Staples SelectXLP | 14.1 | 84.13 | +1.11% | -6.5% | 50.0 | +98 | 57 | 167.3 |
| BiotechnologyIBB | 9.0 | 188.14 | -0.44% | -5.1% | 54.4 | +98 | 77 | 48.1 |
| Real Estate SelectXLRE | 8.7 | 45.95 | +2.22% | +0.0% | 63.4 | +359 | 91 | 189.8 |
| Materials SelectXLB | 8.6 | 51.26 | +1.93% | -4.4% | 53.2 | +403 | 81 | 168.6 |
| Global HealthcareIXJ | 3.9 | 99.89 | +0.60% | -1.8% | 58.8 | +28 | 61 | 38.7 |
| Global EnergyIXC | 2.7 | 55.50 | +0.13% | -4.7% | 69.6 | +417 | 98 | 48.8† |
| Global IndustrialsEXI | 1.4 | 197.73 | +0.65% | -2.6% | 53.4 | -29 | 11 | 7.3 |
| Global FinancialsIXG | 0.6 | 130.96 | +1.03% | -0.6% | 62.3 | -30 | 22 | 4.5 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 130.2 | 371.90 | +0.10% | -25.0% | 44.8 | -1,947 | 10 | 350.1 |
| Roundhill MemoryDRAM | 23.6 | 53.20 | -8.75% | -34.1% | 41.0 | +6,520 | 47 | 444.4 |
| Gold MinersGDX | 22.8 | 75.23 | +0.28% | -35.1% | 47.3 | +126 | 73 | 303.3 |
| Copper MinersCOPX | 7.1 | 77.72 | -0.83% | -18.8% | 49.0 | -168 | 8 | 91.3 |
| Global X Defense TechSHLD | 6.9 | 63.01 | +0.41% | -19.2% | 57.1 | -452 | 0 | 109.2 |
| UraniumURA | 5.8 | 39.89 | -3.01% | -35.5% | 38.5 | +311 | 95 | 145.8 |
| China InternetKWEB | 4.9 | 26.29 | +0.08% | -38.8% | 49.8 | -520 | 8 | 186.8 |
| Robotics & AIBOTZ | 3.5 | 33.83 | -1.40% | -18.7% | 32.9 | +335 | 99 | 102.5 |
| Global Clean EnergyICLN | 2.8 | 17.78 | -3.21% | -25.1% | 32.5 | +243 | 94 | 158.3 |
| ROBO Global RoboticsROBO | 2.0 | 77.83 | -0.63% | -13.8% | 38.5 | +165 | 99 | 26.2 |
| Lithium & BatteryLIT | 1.7 | 67.81 | -1.75% | -26.0% | 31.8 | +210 | 94 | 25.7 |
| Tema Space InnovatorsNASA | — | 22.14 | -4.69% | -47.1% | 29.8 | -303 | 26 | — |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 398.2 | 72.31 | +0.08% | -3.8% | 35.4 | +5,450 | 100 | 5,506.8 |
| Total Intl BondBNDX | 123.5 | 47.80 | +0.19% | -4.2% | 40.2 | +1,104 | 77 | 2,584.1 |
| 0-3M TreasurySGOV | 95.9 | 100.64 | +0.03% | -0.1% | 64.1 | -45 | 7 | 953.1 |
| 10-20Y TreasuryTLH | 11.3 | 97.31 | +0.22% | -7.6% | 34.1 | +392 | 87 | 115.9 |
Commentary
Here is the Friday 24 July 2026 close briefing:
---
## ETF Flow Briefing — Friday 24 July 2026
---
1. Tape
US equities are split: large-cap tech and semis sold off hard (QQQ −1.1%, SMH −3.3%) while value, defensives, and real estate caught a bid. International flows are decisively rotating into EM Asia ex-China — Korea, Taiwan, India, and broad EM are all drawing record or near-record creations even as those markets dipped, signalling conviction buying into weakness; fixed income is a risk-off beneficiary, with BND posting all-time-high 20-day flow percentile (p100) alongside broad international bonds.
---
2. Strongest Creations
- QQQ (p100) / SMH (p100): Investors are aggressively buying the tech/semi dip — QQQ pulled in ~$23B and SMH ~$10.9B over 20 sessions despite prices falling. Classic "buy the drawdown" positioning in mega-cap growth and AI hardware.
- EWT – MSCI Taiwan (p100): $834M into Taiwan at its highest-ever flow percentile while the index fell 1.8%. Strong hands are accumulating TSMC-heavy exposure on geopolitical discount.
- EWY – MSCI Korea (p99) / EEM (p95): Korea took in $3.4B (p99) and broad EM $1.7B (p95) despite both markets under pressure.
Year-to-date in 2026 investors have added $35 billion to U.S.-listed broad EM equity ETFs, up 21% from last year, led by South Korea within EMs.
---
3. Heaviest Redemptions
- EWZ – MSCI Brazil (p2): −$558M, a near-record outflow. LatAm risk appetite has collapsed; ILF also at p7.
- SHLD – Global X Defense Tech (p0): −$452M at the absolute zero percentile — worst redemption in the fund's history, despite the sector itself being up. Rotation out into the freshly launched VistaShares AMMO may be siphoning assets.
- GLD – SPDR Gold (p10): −$1.95B. Gold is flat on price but investors are pulling back from the metal-backed wrapper.
Commodities and currency products combined experienced outflows of $11.1B in June; the largest outflows occurred in bitcoin, gold, and oil ETFs.
That trend is carrying forward.
---
4. Overbought / Oversold
- IXC Global Energy (RSI 70): Exactly at the overbought threshold; XLE RSI 69 right behind it — energy is stretched, especially with only modest p41 flow support in XLE.
- BOTZ, ROBO (RSI 33/38), LIT, ICLN (RSI 32): Robotics/AI hardware, lithium, and clean energy are all approaching or in oversold territory — yet BOTZ and ROBO each sit at p99 flow percentile, meaning investors are buying the oversold dip aggressively.
- NASA – Tema Space (RSI 30): On the cusp of oversold with significant redemptions (p26); no clear buying support yet.
- XLY Consumer Disc (RSI 33): Oversold despite p80 inflows — the market is pricing in consumer stress even as institutional money accumulates.
---
5. Theme of the Day
"Buy the AI/Tech Dip, Hedge with Bonds and Global Industrials." Capital is simultaneously piling into beaten-down semis (SMH p100), Nasdaq (QQQ p100), and EM Asia tech proxies (EWT p100, EWY p99) while BND posts its own p100 inflow print — suggesting institutional players are adding equity risk on the dip but also building a fixed-income cushion. XLI Industrials (p92) and XLF Financials (p94) creations add a quality-tilt domestic overlay.
---
6. New ETF Launches
VistaShares launched a trio of thematic ETFs: the Space Supercycle ETF (GALX), the Defense Supercycle ETF (AMMO), and the Robotics Supercycle ETF (RTOO), all actively managed.
AMMO launched under a prospectus dated July 12, 2026, organized inside Tidal Trust III.
The timing is notable given SHLD's record redemption — watch for assets migrating from incumbents to these new "supercycle" wrappers.
---
7. Watchlist
Monitor EWY (Korea, −6.3% today, p99 inflows): if Seoul opens lower again Monday and creations hold, it confirms deep-value institutional accumulation — a potential reversal setup. A rebound in Korean semis (SK Hynix, Samsung) could also catalyze a relief rally in SMH, closing the loop on the week's dominant AI-chip dip-buying theme.