ETF Flow Monitor
Tuesday, 28 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 | 783.1 | 740.86 | +0.24% | -2.5% | 47.1 | +324 | 48 | 1,057.0 |
| Nasdaq 100QQQ | 485.3 | 675.49 | -0.97% | -9.5% | 35.6 | +33,364 | 100 | 718.5 |
| Vanguard GrowthVUG | 215.6 | 83.33 | -0.06% | -7.7% | 39.2 | -610 | 7 | 2,586.8† |
| Vanguard ValueVTV | 190.4 | 222.99 | +0.57% | +0.0% | 67.2 | -68 | 17 | 853.6† |
| Vanguard Small-CapVB | 80.2 | 297.96 | +0.36% | -1.7% | 54.0 | -277 | 14 | 269.2† |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| FTSE EuropeVGK | 30.2 | 89.23 | +0.44% | -1.4% | 54.4 | +1 | 37 | 338.8† |
| MSCI EMEEM | 29.7 | 62.36 | -1.98% | -12.4% | 37.6 | +2,170 | 97 | 476.5 |
| MSCI KoreaEWY | 23.0 | 151.45 | -6.05% | -30.9% | 34.6 | +5,212 | 100 | 151.8 |
| MSCI JapanEWJ | 21.9 | 89.83 | -1.84% | -7.4% | 40.7 | +460 | 87 | 243.8 |
| MSCI TaiwanEWT | 10.7 | 93.95 | -3.95% | -15.8% | 37.6 | +1,123 | 100 | 114.0 |
| MSCI BrazilEWZ | 9.1 | 36.05 | +0.50% | -13.6% | 55.9 | -363 | 6 | 252.8 |
| MSCI IndiaINDA | 6.9 | 49.38 | +1.00% | -10.7% | 55.8 | +41 | 62 | 140.6 |
| MSCI ChinaMCHI | 5.9 | 54.41 | +0.28% | -18.8% | 57.3 | -353 | 9 | 108.5 |
| Latin America 40ILF | 3.7 | 34.88 | +0.20% | -8.5% | 55.5 | -117 | 10 | 107.4 |
| MSCI MexicoEWW | 1.8 | 76.78 | +0.31% | -5.5% | 55.3 | -25 | 45 | 24.0 |
| MSCI AustraliaEWA | 1.5 | 29.32 | +1.52% | -3.1% | 61.9 | -35 | 37 | 50.3 |
| MSCI SingaporeEWS | 0.9 | 32.09 | +0.66% | +0.0% | 65.7 | -68 | 3 | 28.9 |
| MSCI IndonesiaEIDO | 0.4 | 12.04 | -0.82% | -37.4% | 45.2 | -9 | 36 | 33.1 |
| MSCI ThailandTHD | 0.4 | 72.05 | +0.17% | -4.0% | 48.6 | -0 | 49 | 4.9 |
| MSCI MalaysiaEWM | 0.3 | 28.00 | +0.43% | -8.0% | 55.1 | -10 | 19 | 11.6 |
| MSCI PhilippinesEPHE | 0.1 | 25.65 | +1.02% | -9.6% | 58.6 | -5 | 18 | 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 | 112.0 | 171.09 | -1.84% | -13.7% | 37.6 | +769 | 84 | 654.8 |
| VanEck SemiconductorSMH | 74.5 | 529.60 | -3.45% | -20.8% | 36.5 | +14,195 | 100 | 140.7 |
| Financials SelectXLF | 56.9 | 57.60 | +1.27% | +0.0% | 72.2 | +1,959 | 88 | 988.0 |
| Health Care SelectXLV | 43.1 | 167.26 | +2.36% | +0.0% | 69.1 | +518 | 73 | 258.0 |
| Energy SelectXLE | 38.2 | 57.57 | -1.35% | -8.0% | 53.9 | -526 | 34 | 662.9 |
| Industrials SelectXLI | 33.3 | 182.49 | -0.39% | -1.7% | 56.6 | +366 | 73 | 182.4 |
| Utilities SelectXLU | 23.5 | 45.52 | -0.35% | -4.6% | 51.4 | +23 | 44 | 515.6 |
| Comm Svcs SelectXLC | 22.3 | 109.67 | +1.87% | -8.7% | 49.4 | -499 | 11 | 203.7 |
| Cons Disc SelectXLY | 21.8 | 112.48 | +1.48% | -9.7% | 43.5 | +411 | 79 | 194.3 |
| Cons Staples SelectXLP | 14.8 | 87.06 | +1.99% | -3.3% | 61.6 | +403 | 76 | 170.0 |
| BiotechnologyIBB | 9.2 | 190.52 | +1.16% | -3.9% | 58.5 | +85 | 76 | 48.3 |
| Materials SelectXLB | 8.8 | 52.34 | +1.85% | -2.4% | 60.4 | +307 | 76 | 167.8 |
| Real Estate SelectXLRE | 8.8 | 46.01 | +0.55% | +0.0% | 62.9 | +318 | 88 | 190.7 |
| Global HealthcareIXJ | 3.9 | 102.85 | +2.34% | +0.0% | 68.0 | -87 | 12 | 38.3 |
| Global EnergyIXC | 2.7 | 53.57 | -1.13% | -8.1% | 54.2 | +506 | 98 | 50.1 |
| Global IndustrialsEXI | 1.4 | 197.51 | -0.36% | -2.7% | 52.5 | +18 | 69 | 7.2 |
| Global FinancialsIXG | 0.6 | 133.19 | +0.53% | +0.0% | 68.2 | -43 | 18 | 4.4 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 128.2 | 369.37 | -1.40% | -25.5% | 43.3 | -1,959 | 10 | 347.2 |
| Roundhill MemoryDRAM | 23.6 | 47.77 | -8.89% | -40.8% | 35.9 | +8,948 | 81 | 494.2 |
| Gold MinersGDX | 22.3 | 74.21 | -2.01% | -35.9% | 45.3 | -115 | 46 | 300.5 |
| Copper MinersCOPX | 7.0 | 76.52 | -1.77% | -20.0% | 46.7 | -125 | 11 | 91.8 |
| Global X Defense TechSHLD | 6.9 | 63.91 | +0.09% | -18.1% | 60.7 | -559 | 0 | 107.4 |
| UraniumURA | 5.8 | 38.95 | -3.40% | -37.0% | 36.3 | +429 | 98 | 148.7 |
| China InternetKWEB | 5.0 | 27.31 | +1.15% | -36.4% | 58.7 | -542 | 8 | 181.8 |
| Robotics & AIBOTZ | 3.5 | 33.98 | -1.05% | -18.4% | 35.7 | +332 | 98 | 102.4 |
| Global Clean EnergyICLN | 2.8 | 17.20 | -3.43% | -27.6% | 28.8 | +366 | 98 | 163.3 |
| ROBO Global RoboticsROBO | 2.0 | 77.50 | -1.37% | -14.2% | 38.6 | +158 | 99 | 26.1 |
| Lithium & BatteryLIT | 1.7 | 66.96 | -2.43% | -26.9% | 31.7 | +220 | 94 | 25.8 |
| Tema Space InnovatorsNASA | — | 21.94 | -2.27% | -47.6% | 30.3 | -178 | 30 | — |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 398.9 | 72.64 | +0.25% | -3.4% | 45.6 | +4,101 | 100 | 5,490.8 |
| Total Intl BondBNDX | 123.5 | 47.99 | +0.15% | -3.8% | 49.2 | +559 | 37 | 2,572.7 |
| 0-3M TreasurySGOV | 95.9 | 100.66 | +0.01% | -0.1% | 66.5 | -128 | 4 | 952.7 |
| 10-20Y TreasuryTLH | 11.3 | 98.28 | +0.51% | -6.7% | 46.4 | +292 | 80 | 115.1 |
Commentary
Here is the cross-asset ETF flow briefing for Tuesday, 28 July 2026:
---
## Cross-Asset ETF Flow Briefing | 28 July 2026
---
### 1. Tape
US equities are split: large-cap tech is under pressure (QQQ -0.97%, SMH -3.45%) while defensives and value catch a bid (XLV +2.36%, XLF +1.27%, VTV +0.57%). International flows are bifurcated — chip-chain proxies Korea and Taiwan are being bought aggressively on dips even as they sell off hard, while LatAm and China see steady money heading for the exits.
---
### 2. Strongest Creations
- QQQ | +$33.4B, p100 — Institutions are buying the dip in Nasdaq with both hands; this is a historically unprecedented 20-day creation wave, likely driven in part by migration from higher-fee vehicles as
BlackRock launched its iShares Nasdaq 100 ETF on July 9, 2026, alongside a rival State Street product, both at an aggressive 0.10% expense ratio vs. QQQ's 0.18%.
Net creation flows into QQQ are being amplified by APs arbitraging fee-driven redemption/creation cycles.
- EWY | +$5.2B, p100 — Korea is taking a -6% body blow today yet 20-day flows are at an all-time percentile high. Dedicated EM/semi investors are aggressively averaging into Samsung and SK Hynix exposure on weakness, treating the selloff as entry.
- SMH | +$14.2B, p100 — Semis down -3.45% on the session but 20-day creations are maxed out. Structural AI-capex conviction is overriding near-term volatility;
semiconductor investors face an increasingly volatile ride as AI infrastructure buildout continues, with AI remaining "the dominant structural driver across the semiconductor value chain."
---
### 3. Heaviest Redemptions
- SHLD | -$559M, p0 — Defense tech is at a literal zero-percentile flow reading. Despite geopolitical tailwinds, investors are walking away — possibly rotating to broader aerospace names or taking profits after a strong Q2 run.
- GLD | -$1.96B, p10 — Gold is down -1.4% and seeing its second-worst flow percentile. Risk-off hasn't translated to gold bids; real yields or dollar strength may be the culprit.
- EWZ | -$363M, p6 — Brazil redemptions near all-time lows confirm broad LatAm disenchantment; ILF also at p10, a clean sweep for the region.
---
### 4. Overbought / Oversold
- XLF RSI 72 — Overbought. Financials up +1.27% today and RSI breaking above 70; momentum is stretched heading into earnings season.
- ICLN RSI 29 — Oversold. Clean energy down -3.43% today; RSI touching the floor even as 20-day flows hit p98, a rare divergence suggesting buyers are accumulating into a falling price.
- NASA RSI 30 — Borderline oversold. Space names under continued pressure post the IPO-placeholder unwind.
- LIT RSI 32 — Oversold. Lithium off -2.43%; like ICLN, flow buyers vs. price sellers.
---
### 5. Theme of the Day
"Buy the dip in AI/chip infrastructure — everywhere." SMH (p100), QQQ (p100), EWY (p100), EWT (p100), BOTZ (p98), ROBO (p99), URA (p98), and DRAM (p81) are all seeing strong-to-extreme creations despite price declines across the board today. Investors are treating the chip-chain selloff as a structural buying opportunity, from US semis to Korean memory to robotics to uranium power supply — a coordinated, cross-asset AI infrastructure accumulation signal.
---
### 6. New ETF Launches
The week of July 16–23 was a quiet one for US ETF launches, with offerings based on healthcare and AI, including the First Trust Indxx Quality Precious Metals Miners ETF (PMTL).
On July 28, Morgan Stanley launched two spot crypto ETFs on NYSE Arca — the Morgan Stanley Ethereum Trust (MSSE) and Morgan Stanley Solana Trust (MSOL), providing spot price exposure plus staking yield distributions.
No new launches this week directly overlap the semis/defense/commodity/EM themes in the briefing data.
---
### 7. Watchlist
Watch XLF (RSI 72, p88 flows) into Wednesday — if financials earnings disappoint after today's overbought surge, a sharp reversal could be the tape's pain trade and drag the broader value/defensive rotation with it.