ETF Flow Monitor
Monday, 13 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 | 775.2 | 749.17 | -0.77% | -1.4% | 54.2 | -15,676 | 5 | 1,034.8 |
| Nasdaq 100QQQ | 480.8 | 711.74 | -1.90% | -4.6% | 47.1 | +7,293 | 96 | 675.5 |
| Vanguard GrowthVUG | 222.9 | 86.15 | -1.43% | -4.6% | 50.9 | +76 | 16 | 2,586.8 |
| Vanguard ValueVTV | 187.3 | 219.36 | +0.07% | -0.5% | 60.0 | +883 | 56 | 853.6 |
| Vanguard Small-CapVB | 79.7 | 296.18 | -0.66% | -2.3% | 50.1 | +378 | 64 | 269.2 |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| FTSE EuropeVGK | 29.8 | 87.86 | -0.80% | -2.9% | 47.9 | +179 | 59 | 338.8 |
| MSCI EMEEM | 29.2 | 64.50 | -3.59% | -9.4% | 40.8 | +693 | 90 | 453.2 |
| MSCI KoreaEWY | 22.4 | 168.02 | -8.45% | -23.3% | 37.5 | +2,798 | 99 | 133.3 |
| MSCI JapanEWJ | 21.9 | 92.72 | -1.94% | -4.4% | 48.3 | +121 | 64 | 236.0 |
| MSCI TaiwanEWT | 10.7 | 101.88 | -4.06% | -8.7% | 47.2 | +132 | 79 | 105.0 |
| MSCI BrazilEWZ | 8.9 | 35.39 | -1.50% | -15.2% | 53.9 | -490 | 2 | 252.4 |
| MSCI IndiaINDA | 6.8 | 48.79 | -1.03% | -11.8% | 48.1 | -13 | 32 | 139.4 |
| MSCI ChinaMCHI | 5.8 | 52.53 | -1.13% | -21.6% | 45.4 | -224 | 18 | 110.8 |
| Latin America 40ILF | 3.7 | 34.11 | -1.16% | -10.5% | 50.4 | -234 | 4 | 108.4 |
| MSCI MexicoEWW | 1.8 | 74.15 | -0.95% | -8.7% | 41.2 | -90 | 24 | 24.5 |
| MSCI AustraliaEWA | 1.4 | 28.35 | -0.35% | -6.3% | 49.3 | +16 | 72 | 51.1 |
| MSCI SingaporeEWS | 0.9 | 31.43 | -0.66% | -0.7% | 72.5 | -45 | 4 | 29.1 |
| MSCI IndonesiaEIDO | 0.4 | 11.98 | +1.10% | -37.7% | 46.4 | +50 | 90 | 33.9 |
| MSCI ThailandTHD | 0.4 | 72.33 | -0.25% | -3.6% | 52.3 | +8 | 77 | 4.9 |
| MSCI MalaysiaEWM | 0.3 | 27.50 | +0.26% | -9.6% | 48.9 | -5 | 30 | 11.8 |
| MSCI PhilippinesEPHE | 0.1 | 24.93 | -1.35% | -12.1% | 51.5 | -2 | 30 | 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 | 118.1 | 181.28 | -2.42% | -8.5% | 47.2 | -351 | 24 | 651.6 |
| VanEck SemiconductorSMH | 74.0 | 585.62 | -4.16% | -12.5% | 45.4 | +6,073 | 100 | 126.3 |
| Financials SelectXLF | 54.4 | 56.07 | +0.65% | -0.6% | 68.3 | +1,229 | 77 | 970.1 |
| Health Care SelectXLV | 41.6 | 161.41 | +0.35% | -1.8% | 63.6 | +366 | 70 | 258.0 |
| Energy SelectXLE | 37.5 | 56.74 | +3.01% | -9.3% | 57.6 | -955 | 15 | 661.5 |
| Industrials SelectXLI | 33.5 | 180.37 | -0.85% | -2.8% | 51.4 | +1,696 | 99 | 185.7 |
| Utilities SelectXLU | 23.8 | 45.72 | +0.68% | -4.2% | 56.1 | +443 | 76 | 520.3 |
| Comm Svcs SelectXLC | 23.1 | 111.59 | -0.04% | -7.1% | 54.3 | -700 | 6 | 206.9 |
| Cons Disc SelectXLY | 22.5 | 116.04 | -1.02% | -6.8% | 48.1 | +222 | 68 | 194.3 |
| Cons Staples SelectXLP | 14.4 | 84.59 | +0.56% | -6.0% | 53.1 | -31 | 49 | 170.7 |
| BiotechnologyIBB | 9.0 | 189.55 | -1.31% | -4.4% | 60.3 | +43 | 72 | 47.3 |
| Materials SelectXLB | 8.5 | 50.58 | -0.61% | -5.7% | 46.1 | +737 | 95 | 167.9 |
| Real Estate SelectXLRE | 8.5 | 44.70 | +0.56% | -1.5% | 53.1 | +395 | 93 | 189.1 |
| Global HealthcareIXJ | 3.8 | 99.21 | +0.00% | -2.5% | 59.4 | -5 | 38 | 38.8 |
| Global EnergyIXC | 2.2 | 52.54 | +2.96% | -9.8% | 56.1 | -152 | 10 | 42.0 |
| Global IndustrialsEXI | 1.4 | 195.40 | -1.32% | -3.8% | 47.1 | +19 | 73 | 7.2 |
| Global FinancialsIXG | 0.6 | 129.45 | +0.16% | -0.1% | 66.5 | +10 | 72 | 4.5 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 126.6 | 367.13 | -2.62% | -26.0% | 37.0 | -3,752 | 2 | 345.0 |
| Roundhill MemoryDRAM | 23.6 | 57.30 | -9.11% | -29.0% | 41.5 | +9,597 | 100 | 411.0 |
| Gold MinersGDX | 22.1 | 73.37 | -2.86% | -36.7% | 39.5 | -289 | 26 | 301.2 |
| Copper MinersCOPX | 6.9 | 74.35 | -2.86% | -22.3% | 40.8 | +106 | 71 | 93.5 |
| Global X Defense TechSHLD | 6.8 | 60.47 | -1.18% | -22.5% | 43.1 | -431 | 0 | 112.0 |
| UraniumURA | 5.7 | 40.72 | -5.24% | -34.1% | 33.8 | +43 | 48 | 139.6 |
| China InternetKWEB | 4.9 | 26.23 | -0.57% | -38.9% | 53.7 | -876 | 3 | 186.0 |
| Robotics & AIBOTZ | 3.4 | 35.87 | -2.82% | -13.8% | 40.1 | +84 | 89 | 95.3 |
| Global Clean EnergyICLN | 2.8 | 18.62 | -3.25% | -21.6% | 34.4 | +118 | 88 | 151.1 |
| ROBO Global RoboticsROBO | 2.0 | 80.56 | -2.89% | -10.8% | 42.0 | +79 | 94 | 24.7 |
| Lithium & BatteryLIT | 1.7 | 70.24 | -2.88% | -23.3% | 28.8 | +77 | 86 | 24.5 |
| Tema Space InnovatorsNASA | — | 25.05 | -4.32% | -40.2% | 33.1 | -988 | 0 | — |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 396.4 | 72.50 | -0.37% | -3.6% | 35.6 | +3,639 | 99 | 5,467.4 |
| Total Intl BondBNDX | 122.8 | 47.89 | -0.40% | -4.0% | 39.7 | +654 | 45 | 2,564.2 |
| 0-3M TreasurySGOV | 95.9 | 100.52 | +0.02% | -0.2% | 48.4 | +724 | 49 | 954.2 |
| 10-20Y TreasuryTLH | 11.2 | 97.98 | -0.53% | -7.0% | 34.8 | +201 | 70 | 114.2 |
Commentary
Here is the Monday 13 July 2026 ETF Flow Briefing:
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## ETF Flow Briefing — Monday 13 July 2026
---
1. Tape
Risk-off dominated US and International equities — semis, mega-cap tech, and North Asian chip nations sold hard — while defensive sectors (Financials, Utilities, Healthcare, Real Estate) held in or gained. Fixed Income caught a safety bid, with BND pulling p99 creations even as bond prices slipped, a classic flight-to-quality divergence versus the equity rout.
---
2. Strongest Creations
- EWY (Korea, p99, +$2.8bn):
EWY is up 103% year to date
, and despite today's brutal -8.45% session, investors bought the dip with maximum-history conviction. The AI/HBM chip cycle thesis remains intact.
- SMH (Semis, p100, +$6.1bn): Record-percentile inflows into semis on a -4.2% down day — pure dip-buying.
The capital expenditure cycle behind AI accelerators flows disproportionately through these economies,
keeping the structural bid alive.
- DRAM (Memory, p100, +$9.6bn):
The Roundhill Memory ETF has been the standout launch of H1 2026 due to its differentiated exposure to the HBM industry, a critical component of the AI hardware supply chain.
Investors are treating every pullback as an entry.
---
3. Heaviest Redemptions
- EWZ (Brazil, p2, -$490m): Latam risk-off in force; EWZ and ILF (p4) are being flushed together, suggesting broad EM-Latam de-risking rather than a Brazil-specific story.
- GLD (Gold, p2, -$3.75bn): Near-record gold redemptions despite equity weakness — unusual. Suggests forced selling or profit-taking after gold's extended run, not a macro regime shift.
- SHLD (Defense, p0, -$431m) & NASA (Space, p0, -$988m): Both at zero-percentile outflows. Defense and space thematics hit simultaneously — likely rotation out of high-beta thematic winners.
---
4. Overbought / Oversold
- EWS (Singapore) RSI 72 — only overbought name across the board; notable given tiny negative flows (p4).
- LIT (Lithium) RSI 29 — oversold; the battery/EV complex continues to bleed momentum.
- URA (Uranium) RSI 34, ICLN (Clean Energy) RSI 34, NASA RSI 33 — all flirting with oversold territory.
- TLH (10-20Y Treasury) RSI 35, BND RSI 36 — bond RSIs suppressed as prices fall even as flows surge (safety demand is rate-insensitive here).
---
5. Theme of the Day
AI/HBM Memory is the one trade. DRAM (p100), SMH (p100), and EWY (p99) all absorbed maximum-history creations on a down day across US, Sectors, and International.
DRAM grew to over $23 billion in assets as of July 7, 2026; the ETF focuses on the HBM chip industry, a critical component of the AI hardware supply chain.
The market is selling the index but buying the AI memory infrastructure stack with both hands.
---
6. New ETF Launches
SK Hynix ADR filings are the week's dominant story.
At least 10 fund managers, including Direxion and ProShares, have filed registrations to list single-stock ETFs tracking SK Hynix, with almost all filings for leveraged and inverse strategies tracking the Korean chipmaker's Nasdaq-listed ADRs.
ThemesETFs plans to list a 2x levered ETF and a 1x short ETF on Cboe on July 13
— directly relevant given today's EWY/DRAM/SMH action. Also on the SEC's radar:
the Tuttle Capital Trifecta AI ETF filed a prospectus this month
, and
BlackRock filed for an iShares Future Robotics and Related Technologies Active ETF.
---
7. Watchlist
Watch whether EWY opens tomorrow with a continuation flush or a snap-back —
SK Hynix is due to begin trading on Nasdaq after raising $26.5 billion
, and its first full US trading session will be a live stress-test for the entire HBM/memory complex, directly impacting DRAM, SMH, and EWY flow direction.