ETF Flow Monitor
Friday, 26 June 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 | 770.1 | 728.99 | -0.72% | -4.0% | 42.3 | +13,894 | 90 | 1,056.3 |
| Nasdaq 100QQQ | 473.9 | 706.52 | -1.38% | -5.3% | 45.6 | +3,022 | 70 | 670.7 |
| Vanguard GrowthVUG | 214.7 | 82.76 | -0.35% | -8.3% | 37.4 | +482 | 35 | 2,594.0 |
| Vanguard ValueVTV | 186.5 | 218.39 | -0.95% | -1.0% | 61.1 | +2,030 | 89 | 854.0 |
| Vanguard Small-CapVB | 80.9 | 299.49 | -0.04% | -0.0% | 60.7 | +447 | 71 | 270.1 |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| MSCI EMEEM | 29.8 | 67.19 | -1.13% | -5.6% | 48.3 | +0 | 27 | 442.8† |
| FTSE EuropeVGK | 29.5 | 87.13 | -0.80% | -3.7% | 44.9 | +19 | 43 | 338.8 |
| MSCI KoreaEWY | 23.9 | 197.28 | -3.77% | -10.0% | 50.0 | +736 | 95 | 121.0 |
| MSCI JapanEWJ | 22.1 | 92.80 | -0.63% | -4.3% | 49.6 | +872 | 95 | 238.7 |
| MSCI TaiwanEWT | 10.6 | 102.81 | -2.00% | -7.8% | 50.8 | -244 | 13 | 102.7 |
| MSCI BrazilEWZ | 9.1 | 34.67 | +1.43% | -16.9% | 46.4 | -711 | 0 | 262.9 |
| MSCI IndiaINDA | 6.9 | 49.56 | +0.26% | -11.3% | 57.3 | +0 | 34 | 139.7† |
| MSCI ChinaMCHI | 5.8 | 50.48 | -0.59% | -24.6% | 24.3 | +0 | 42 | 115.0† |
| Latin America 40ILF | 3.7 | 33.81 | +0.74% | -11.3% | 45.4 | -529 | 0 | 110.8 |
| MSCI MexicoEWW | 1.8 | 75.37 | -0.21% | -7.2% | 43.8 | -74 | 27 | 24.3 |
| MSCI AustraliaEWA | 1.4 | 27.97 | +0.14% | -7.6% | 39.9 | +51 | 83 | 51.6† |
| MSCI SingaporeEWS | 0.9 | 29.66 | +0.30% | -1.1% | 55.9 | +134 | 99 | 31.1† |
| MSCI IndonesiaEIDO | 0.4 | 11.86 | -0.59% | -38.3% | 37.5 | +128 | 100 | 33.8 |
| MSCI ThailandTHD | 0.3 | 69.11 | -0.52% | -7.9% | 36.4 | +99 | 100 | 5.0† |
| MSCI MalaysiaEWM | 0.3 | 26.91 | +1.01% | -11.5% | 33.1 | -21 | 9 | 12.0† |
| MSCI PhilippinesEPHE | 0.1 | 24.41 | -0.20% | -14.0% | 44.6 | -2 | 29 | 5.2† |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 117.8 | 181.11 | -1.87% | -8.6% | 47.3 | -587 | 14 | 650.5 |
| VanEck SemiconductorSMH | 70.9 | 611.61 | -3.97% | -8.6% | 50.9 | +1,007 | 85 | 116.0 |
| Financials SelectXLF | 51.0 | 53.57 | +0.22% | -5.0% | 59.3 | -254 | 43 | 952.6 |
| Health Care SelectXLV | 40.8 | 160.34 | +3.03% | +0.0% | 72.4 | +448 | 72 | 254.7 |
| Energy SelectXLE | 36.2 | 53.84 | -0.46% | -13.9% | 37.2 | -578 | 31 | 672.8 |
| Industrials SelectXLI | 32.7 | 181.20 | -1.59% | -1.6% | 58.0 | +1,023 | 95 | 180.4 |
| Utilities SelectXLU | 23.8 | 46.20 | +0.76% | -3.2% | 64.8 | +497 | 79 | 515.0 |
| Comm Svcs SelectXLC | 22.1 | 106.18 | +0.57% | -11.6% | 28.4 | -868 | 4 | 208.2 |
| Cons Disc SelectXLY | 21.8 | 114.37 | +0.90% | -8.2% | 44.2 | -685 | 12 | 190.8 |
| Cons Staples SelectXLP | 14.0 | 84.71 | +0.92% | -5.9% | 54.0 | -1,128 | 4 | 165.1 |
| BiotechnologyIBB | 8.9 | 187.36 | +2.01% | +0.0% | 74.7 | +131 | 82 | 47.8 |
| Materials SelectXLB | 8.3 | 51.60 | -0.46% | -3.8% | 51.8 | +1,069 | 99 | 161.6 |
| Real Estate SelectXLRE | 8.3 | 45.24 | +1.46% | -0.3% | 59.6 | +134 | 65 | 183.6 |
| Global HealthcareIXJ | 3.9 | 98.89 | +2.10% | -2.8% | 67.8 | +30 | 62 | 39.1 |
| Global EnergyIXC | 2.0 | 49.55 | -0.64% | -15.0% | 32.1 | -337 | 2 | 40.6 |
| Global IndustrialsEXI | 1.4 | 196.60 | -1.29% | -2.1% | 51.9 | +38 | 82 | 7.2 |
| Global FinancialsIXG | 0.6 | 123.97 | +0.02% | -1.5% | 53.1 | +38 | 88 | 4.8† |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 131.5 | 373.63 | +1.13% | -24.7% | 35.3 | -3,190 | 4 | 352.0 |
| Roundhill MemoryDRAM | 24.4 | 71.88 | -6.52% | -11.0% | 56.5 | +8,272 | 86 | 339.2 |
| Gold MinersGDX | 23.2 | 77.00 | +1.76% | -33.5% | 41.0 | -280 | 27 | 301.0 |
| Copper MinersCOPX | 7.1 | 76.18 | -0.39% | -20.4% | 38.0 | +214 | 83 | 93.0† |
| Global X Defense TechSHLD | 6.8 | 58.39 | +0.33% | -25.2% | 29.4 | -101 | 0 | 116.3 |
| UraniumURA | 6.0 | 43.59 | -0.75% | -29.5% | 37.0 | -51 | 14 | 137.9† |
| China InternetKWEB | 4.8 | 23.94 | +1.31% | -44.2% | 27.9 | -794 | 3 | 202.1 |
| Robotics & AIBOTZ | 3.3 | 36.01 | -1.64% | -13.5% | 35.8 | -8 | 43 | 93.0 |
| Global Clean EnergyICLN | 2.8 | 19.50 | -3.89% | -17.9% | 36.5 | +131 | 89 | 143.4 |
| ROBO Global RoboticsROBO | 2.0 | 82.00 | -1.73% | -9.2% | 43.8 | +106 | 97 | 24.1 |
| Lithium & BatteryLIT | 1.7 | 75.93 | -3.21% | -17.1% | 35.1 | -231 | 0 | 22.7 |
| Tema Space InnovatorsNASA | 1.5 | 26.58 | +0.61% | -36.5% | 32.3 | -169 | 0 | 55.9 |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 160.0 | 73.67 | +0.10% | -2.0% | 60.2 | +2,284 | 83 | 2,171.4 |
| 0-3M TreasurySGOV | 96.0 | 100.65 | +0.02% | -0.1% | 68.7 | +5,336 | 97 | 954.0 |
| Total Intl BondBNDX | 83.1 | 48.51 | +0.04% | -2.8% | 63.3 | +718 | 50 | 1,713.6 |
| 10-20Y TreasuryTLH | 11.3 | 101.23 | +0.12% | -3.9% | 63.5 | -100 | 22 | 112.1 |
Commentary
Here is the Friday 26 June 2026 cross-asset ETF flow briefing.
---
## Cross-Asset ETF Flow Briefing — Friday 26 June 2026
---
1. Tape
US equity ended weak, with large-cap tech and semis leading the selloff (QQQ −1.4%, SMH −4.0%), while defensive pockets — healthcare, utilities, and real estate — quietly caught bids. International flows told a bifurcated story: Korea and Japan saw strong institutional accumulation despite sharp price declines, while Latin America funds continued to haemorrhage at historical lows.
---
2. Strongest Creations
- THD / EIDO (p100 each) — Both Indonesia and Thailand hit max percentile, signalling a focused rotation into ASEAN ex-China. Likely driven by supply-chain diversion and regional reform narratives.
- SPY (p90, +$13.9bn) — The largest US equity ETF kept receiving systematic inflows even as price fell. Classic pension/passive rebalancing into a down tape — end-of-quarter dynamics in play.
- EWY Korea (p95, +$736m) — Significant buying into a −3.8% session. Contrarian demand building around discounted tech manufacturing exposure despite DRAM headwinds.
---
3. Heaviest Redemptions
- EWZ Brazil / ILF LatAm (p0) — Both at absolute bottom percentile. Brazil down −$711m, LatAm −$529m. Structural exit from the region; fiscal and FX concerns overwhelming commodity tailwinds.
- GLD (p4, −$3.2bn) — Massive redemption despite gold rising +1.1% on the day. Investors rotating out of the largest gold ETF even as the metal rallies — a notable divergence suggesting profit-taking or basis-trade unwinds.
- XLC Comm Services (p4, −$868m) — Heavy exit from a sector that includes Meta and Alphabet; RSI at 28 shows the price damage is real, not a head-fake.
---
4. Overbought / Oversold
- Overbought: XLV Healthcare RSI 72, IBB Biotech RSI 75 — healthcare running hot on strong price action (+3% for XLV); momentum extended.
- Oversold: MCHI China RSI 24, KWEB China Internet RSI 28, XLC Comm Services RSI 28, SHLD Defense RSI 29, NASA Space RSI 32, EWM Malaysia RSI 33. China-linked names dominate the oversold list — the bounce risk is elevated, but flows aren't confirming a turn yet.
---
5. Theme of the Day
AI infrastructure over software. Semis (SMH p85, +$1bn) and DRAM (p86, +$8.3bn) accumulated despite brutal price action. Materials (XLB p99) surged on copper/industrial inputs demand. Meanwhile, XLC (software-heavy comm services) was gutted. The market is rotating *within* AI — away from software/application-layer exposure and toward the physical stack of chips, hardware, and connectivity. This mirrors the exact thesis behind this week's new ETF launches.
---
6. New ETF Launches
Defiance ETFs launched two AI-focused funds this week: the Defiance US 100 Tech AI Moat ETF (AIX) and the Defiance US 100 Tech Ex Software ETF (XIGV).
XIGV tracks the Indxx US 100 Tech Focused Ex Software Technology Index, targeting Nasdaq-100 exposure while screening out software companies, giving investors a way to own the hardware and semiconductor foundation with software names excluded.
AIX takes a complementary approach, concentrating in companies with durable AI moats while screening out enterprise software and application platforms most exposed to disruption by large language models.
Also filed this week:
the Roundhill T-REX 2X Long DRAM Daily Target ETF
(directly overlapping the DRAM theme dominating flows), and
the Corgi ETF Trust filed 2x daily leveraged single-stock ETFs covering MU, NVDA, TSLA, AMD, TSM, and others
— adding further semi/AI leverage products to an already crowded space.
---
7. Watchlist
Watch whether XLV/IBB hold their RSI >70 breakout on Monday — healthcare's sharp Friday rally (+3% XLV) came on solid flows (p72, p82) and is now the only sector in clear overbought territory while most of the market sells off. A follow-through bid would confirm defensive rotation is genuine; a fade would expose the move as a one-day squeeze ahead of quarter-end.