ETF Flow Monitor
Tuesday, 29 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 | 810.4 | 764.20 | -0.18% | -1.8% | 48.6 | +14,251 | 90 | 1,060.5 |
| Nasdaq 100QQQ | 489.9 | 737.93 | +0.19% | -1.3% | 58.3 | +15,845 | 99 | 663.9 |
| Vanguard GrowthVUG | 231.4 | 89.94 | -0.11% | -1.3% | 56.4 | -323 | 11 | 2,572.8† |
| Vanguard ValueVTV | 186.3 | 217.89 | -0.22% | -4.2% | 32.3 | +208 | 26 | 855.1† |
| Vanguard Small-CapVB | 77.2 | 286.08 | -0.16% | -7.5% | 31.3 | -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 | 31.3 | 67.40 | +0.30% | -5.4% | 50.6 | +1,561 | 94 | 464.4 |
| FTSE EuropeVGK | 29.8 | 87.85 | -0.60% | -5.7% | 33.6 | +246 | 68 | 338.9† |
| MSCI KoreaEWY | 28.3 | 187.10 | +1.92% | -14.6% | 53.6 | +1,846 | 97 | 151.0 |
| MSCI JapanEWJ | 22.6 | 96.51 | -0.33% | -2.3% | 49.7 | +473 | 88 | 234.3 |
| MSCI TaiwanEWT | 11.8 | 114.11 | -0.05% | -1.3% | 59.6 | +378 | 92 | 103.0 |
| MSCI BrazilEWZ | 8.2 | 36.47 | +0.72% | -12.6% | 47.3 | -1,437 | 1 | 225.7 |
| MSCI IndiaINDA | 6.7 | 46.94 | -0.32% | -15.1% | 29.0 | +504 | 94 | 143.3 |
| MSCI ChinaMCHI | 6.3 | 52.10 | -0.84% | -22.2% | 34.0 | +326 | 81 | 120.4 |
| Latin America 40ILF | 3.9 | 34.25 | +0.20% | -10.1% | 40.3 | +79 | 76 | 112.9 |
| MSCI MexicoEWW | 1.8 | 72.05 | -0.44% | -11.3% | 33.5 | -23 | 46 | 25.1 |
| MSCI AustraliaEWA | 1.3 | 28.37 | -0.46% | -6.8% | 34.5 | -2 | 63 | 46.8 |
| MSCI SingaporeEWS | 1.2 | 33.43 | -0.39% | -3.3% | 49.1 | +208 | 100 | 37.2 |
| MSCI IndonesiaEIDO | 0.5 | 11.83 | -0.34% | -38.4% | 34.0 | +54 | 91 | 42.3 |
| MSCI ThailandTHD | 0.3 | 72.33 | -0.26% | -3.6% | 43.3 | -16 | 19 | 4.8 |
| MSCI MalaysiaEWM | 0.3 | 27.25 | -1.52% | -10.4% | 36.6 | +12 | 85 | 11.7 |
| MSCI PhilippinesEPHE | 0.1 | 23.02 | -0.39% | -18.9% | 30.7 | +21 | 96 | 6.5 |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 126.6 | 194.50 | -0.02% | -1.9% | 59.9 | -150 | 36 | 651.1 |
| VanEck SemiconductorSMH | 68.6 | 606.90 | +1.15% | -9.3% | 59.5 | -6,782 | 1 | 113.0 |
| Financials SelectXLF | 51.8 | 54.01 | -0.33% | -7.8% | 29.4 | -516 | 37 | 958.9 |
| Health Care SelectXLV | 44.0 | 170.73 | -0.31% | -2.8% | 54.9 | +294 | 68 | 257.6 |
| Energy SelectXLE | 39.7 | 61.54 | -0.90% | -5.8% | 43.2 | -565 | 32 | 644.9 |
| Industrials SelectXLI | 30.3 | 169.13 | +0.21% | -9.3% | 35.0 | -1,041 | 2 | 179.4 |
| Comm Svcs SelectXLC | 22.8 | 111.47 | +0.26% | -7.2% | 47.4 | +447 | 84 | 204.6 |
| Cons Disc SelectXLY | 21.6 | 109.15 | +0.14% | -12.3% | 31.5 | +149 | 62 | 197.5 |
| Utilities SelectXLU | 21.3 | 39.71 | +1.17% | -16.8% | 28.4 | +864 | 92 | 535.8 |
| Cons Staples SelectXLP | 13.8 | 81.85 | -0.52% | -9.1% | 38.8 | -115 | 42 | 169.2 |
| BiotechnologyIBB | 10.5 | 211.04 | +0.16% | -2.7% | 57.4 | +1,336 | 100 | 49.7 |
| Materials SelectXLB | 7.9 | 49.10 | -0.75% | -8.5% | 32.3 | -285 | 24 | 160.1 |
| Real Estate SelectXLRE | 7.7 | 41.34 | -0.02% | -10.1% | 22.7 | -89 | 20 | 185.4 |
| Global HealthcareIXJ | 4.3 | 103.65 | -0.44% | -3.6% | 51.7 | +291 | 98 | 41.1 |
| Global EnergyIXC | 2.9 | 56.94 | -1.27% | -4.9% | 44.8 | +123 | 88 | 51.0 |
| Global IndustrialsEXI | 1.4 | 191.37 | +0.01% | -7.5% | 39.2 | +69 | 91 | 7.5 |
| Global FinancialsIXG | 0.7 | 128.49 | -0.51% | -6.2% | 36.0 | +32 | 87 | 5.4 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 154.9 | 382.89 | +1.32% | -22.8% | 40.2 | +39,844 | 100 | 404.5 |
| Gold MinersGDX | 31.0 | 89.07 | +1.34% | -23.1% | 42.5 | +5,580 | 100 | 347.5 |
| Roundhill MemoryDRAM | 26.7 | 61.29 | +2.66% | -24.1% | 54.7 | -1,080 | 18 | 435.8 |
| Copper MinersCOPX | 8.5 | 85.48 | +0.26% | -11.4% | 43.9 | +1,885 | 100 | 99.0 |
| Global X Defense TechSHLD | 7.2 | 60.45 | -0.61% | -22.5% | 31.2 | +812 | 91 | 119.0 |
| UraniumURA | 6.4 | 40.04 | -0.22% | -35.2% | 36.3 | +1,748 | 100 | 159.9 |
| China InternetKWEB | 5.0 | 24.37 | -1.18% | -43.2% | 34.8 | -163 | 25 | 207.0 |
| Robotics & AIBOTZ | 3.4 | 35.24 | +0.31% | -15.3% | 46.2 | +136 | 94 | 97.9 |
| Global Clean EnergyICLN | 2.2 | 17.01 | +1.19% | -28.4% | 40.6 | -52 | 34 | 129.8 |
| ROBO Global RoboticsROBO | 2.1 | 80.39 | +0.01% | -11.0% | 49.8 | +61 | 91 | 25.7 |
| Lithium & BatteryLIT | 1.6 | 68.54 | +0.38% | -25.2% | 33.3 | +327 | 97 | 24.1 |
| Tema Space InnovatorsNASA | — | 23.92 | -1.28% | -42.9% | 48.5 | acc 101/21 | — | — |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 398.6 | 70.23 | -0.07% | -6.6% | 24.7 | +13,779 | 100 | 5,674.9 |
| Total Intl BondBNDX | 123.1 | 46.86 | +0.04% | -6.1% | 34.8 | +2,677 | 99 | 2,626.5 |
| 0-3M TreasurySGOV | 106.0 | 100.68 | +0.01% | -0.0% | 65.7 | +5,984 | 97 | 1,052.7 |
| 10-20Y TreasuryTLH | 11.0 | 92.49 | -0.28% | -12.2% | 24.4 | +703 | 92 | 119.0 |
Commentary
Here is the cross-asset ETF flow briefing for Tuesday, 29 September 2026:
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## ETF Flow Briefing — 29 Sep 2026
1. Tape
Risk appetite is bifurcated: US large-cap tech (QQQ) and EM Asia are seeing aggressive inflows, but domestic value, small-caps, and most sector ETFs face quiet-to-negative flows. Fixed income flows are surging across the board, consistent with some defensive hedging running alongside the equity momentum.
2. Strongest Creations
- GLD / GDX / COPX / URA — All four commodity/resource thematics sit at the p100 ceiling. Gold ($39.8bn 20d), gold miners ($5.6bn), copper miners ($1.9bn), and uranium ($1.7bn) are all seeing historic inflows simultaneously — this is the loudest single signal in the tape.
- QQQ — $15.8bn over 20 sessions at p99. Pure large-cap tech conviction; money is piling into the Nasdaq 100 at a near-record clip even as SPY inflows (p90) are strong but less extreme.
- EWY (Korea) — $1.85bn at p97, with the ETF up +1.92% on the day — the strongest single-country price gain in the dataset. AI-chip-related demand is clearly driving capital into Seoul.
3. Heaviest Redemptions
- EWZ (Brazil) — $1.44bn out over 20 sessions at p1 (worst ever). Sharp macro and FX concerns are triggering historic outflows from Brazil even as broader EM inflows (EEM p94) hold firm.
- SMH (Semiconductors) — $6.78bn in redemptions at p1. Despite the stock being up +1.15% today, this 20-day redemption run is historically extreme — likely profit-taking/rotation after a massive 2026 run.
- XLI (Industrials) — $1.04bn out at p2. Domestic industrials is being aggressively de-risked; the global version (EXI) sits at p91 creations, suggesting the selling is US-specific.
4. Overbought / Oversold
- Oversold (RSI < 30): XLRE (23), XLU (28), INDA (29), XLF (29) — real estate and utilities are deeply oversold despite XLU attracting $864m in fresh inflows (p92), a divergence worth watching. India (INDA) is being bought into weakness.
- Overbought: None in the dataset breach RSI 70.
5. Theme of the Day
Hard assets vs. paper assets. Gold, gold miners, copper, and uranium are all at flow p100 simultaneously — investors are building serious real-asset hedges. This runs in parallel with record bond inflows (BND p100, BNDX p99) and heavy SMH/XLI redemptions. The message: rotation out of domestic cyclicals and semis, into commodities and fixed income as a dual hedge.
6. New ETF Launches
Recent launches include the REX AI Chipmaking ETF (CHIP) (Sep 24) and the xETFs AI Bottlenecks ETF (NECK) and iShares Future AI Beneficiaries ETF (AIBF) (Sep 23) — all directly overlapping the semis/AI theme.
The prior week also brought the KraneShares Actuator ETF (TORK) (robotics) and the Grayscale AI Compute ETF (GCPU)
— supply of AI/semi wrapper products continues to accelerate even as SMH sees historic redemptions.
7. Watchlist
Watch INDA + XLU tomorrow: both are deeply oversold (RSI 29 and 28) yet attracting real inflows (p94 and p92 respectively) — a classic "buy the dip" setup. A continued bid in either would confirm defensive/income rotation is genuine, not just noise.