ETF Flow Monitor
Thursday, 01 October 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 | 813.4 | 763.99 | +0.18% | -1.8% | 48.6 | +20,133 | 96 | 1,064.7 |
| Nasdaq 100QQQ | 490.5 | 742.03 | +0.31% | -0.7% | 60.4 | +16,932 | 99 | 661.0 |
| Vanguard GrowthVUG | 232.1 | 90.23 | +0.13% | -1.0% | 57.8 | -323 | 11 | 2,572.8† |
| Vanguard ValueVTV | 185.3 | 216.70 | +0.29% | -4.8% | 31.4 | +208 | 26 | 855.1† |
| Vanguard Small-CapVB | 77.3 | 286.56 | +0.73% | -7.3% | 35.1 | -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 | 31.2 | 66.81 | +0.03% | -6.2% | 48.0 | +2,219 | 97 | 467.2 |
| FTSE EuropeVGK | 29.0 | 85.49 | -1.51% | -8.3% | 24.4 | +246 | 67 | 338.9† |
| MSCI KoreaEWY | 28.2 | 186.11 | +1.82% | -15.1% | 52.7 | +2,747 | 97 | 151.7 |
| MSCI JapanEWJ | 22.7 | 97.38 | -0.08% | -1.4% | 53.0 | +460 | 87 | 232.8 |
| MSCI TaiwanEWT | 11.7 | 112.78 | -0.11% | -2.5% | 56.1 | +814 | 99 | 104.2 |
| MSCI BrazilEWZ | 8.1 | 37.14 | -0.30% | -11.0% | 52.8 | -1,525 | 1 | 219.4 |
| MSCI IndiaINDA | 6.7 | 46.36 | -0.69% | -16.2% | 25.2 | +617 | 96 | 144.5 |
| MSCI ChinaMCHI | 6.3 | 52.11 | -0.15% | -22.2% | 34.5 | +388 | 85 | 121.2 |
| Latin America 40ILF | 3.8 | 34.27 | -0.67% | -10.1% | 41.4 | +72 | 74 | 111.9 |
| MSCI MexicoEWW | 1.8 | 69.77 | -1.86% | -14.1% | 26.3 | +19 | 59 | 25.6 |
| MSCI AustraliaEWA | 1.3 | 27.99 | -1.13% | -8.0% | 30.1 | +11 | 71 | 47.1 |
| MSCI SingaporeEWS | 1.2 | 33.20 | -0.18% | -4.0% | 45.7 | +232 | 100 | 37.6 |
| MSCI IndonesiaEIDO | 0.5 | 11.61 | -1.02% | -39.6% | 30.6 | +54 | 92 | 42.8 |
| MSCI ThailandTHD | 0.3 | 70.69 | +0.26% | -5.8% | 36.0 | -5 | 40 | 4.9 |
| MSCI MalaysiaEWM | 0.3 | 26.89 | -1.79% | -11.6% | 33.3 | +20 | 92 | 11.9 |
| MSCI PhilippinesEPHE | 0.1 | 22.51 | -1.01% | -20.7% | 25.6 | +20 | 96 | 6.6 |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 128.7 | 197.81 | +1.05% | -0.2% | 64.4 | -378 | 23 | 650.6 |
| VanEck SemiconductorSMH | 68.8 | 617.81 | +1.45% | -7.6% | 62.5 | -6,680 | 1 | 111.3 |
| Financials SelectXLF | 51.1 | 53.46 | +0.11% | -8.7% | 27.2 | -508 | 37 | 955.0 |
| Health Care SelectXLV | 42.8 | 166.20 | -1.32% | -5.4% | 42.3 | +169 | 62 | 257.8 |
| Energy SelectXLE | 39.9 | 62.70 | +1.95% | -4.0% | 51.2 | -541 | 34 | 636.8 |
| Industrials SelectXLI | 30.3 | 168.64 | +0.99% | -9.6% | 37.0 | -1,041 | 2 | 179.4† |
| Comm Svcs SelectXLC | 22.3 | 109.94 | -0.93% | -8.4% | 42.5 | +321 | 79 | 203.1 |
| Utilities SelectXLU | 21.5 | 39.68 | +0.61% | -16.9% | 30.4 | +1,003 | 95 | 540.9 |
| Cons Disc SelectXLY | 21.3 | 108.81 | -0.03% | -12.6% | 30.6 | +18 | 52 | 195.5 |
| Cons Staples SelectXLP | 13.4 | 80.33 | -0.33% | -10.8% | 32.8 | -296 | 32 | 166.9 |
| BiotechnologyIBB | 10.2 | 205.96 | -2.17% | -5.1% | 48.1 | +1,462 | 100 | 49.8 |
| Materials SelectXLB | 7.8 | 48.54 | -0.33% | -9.6% | 29.3 | -278 | 25 | 159.8 |
| Real Estate SelectXLRE | 7.6 | 40.68 | -0.56% | -11.6% | 19.1 | -42 | 26 | 187.1 |
| Global HealthcareIXJ | 4.2 | 100.93 | -1.17% | -6.1% | 40.4 | +354 | 99 | 41.9 |
| Global EnergyIXC | 2.9 | 57.70 | +1.28% | -3.6% | 50.7 | +123 | 88 | 51.0† |
| Global IndustrialsEXI | 1.4 | 189.92 | +0.35% | -8.2% | 37.5 | +97 | 96 | 7.6 |
| Global FinancialsIXG | 0.7 | 126.04 | -0.76% | -8.0% | 30.1 | +48 | 88 | 5.5 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 153.6 | 382.76 | +0.50% | -22.8% | 40.7 | +37,016 | 100 | 401.4 |
| Gold MinersGDX | 30.2 | 86.74 | -1.21% | -25.1% | 39.4 | +5,363 | 100 | 347.9 |
| Roundhill MemoryDRAM | 26.7 | 62.03 | +2.77% | -23.2% | 55.7 | -414 | 25 | 431.0 |
| Copper MinersCOPX | 8.3 | 83.40 | -1.53% | -13.5% | 40.1 | +2,019 | 100 | 99.7 |
| Global X Defense TechSHLD | 7.2 | 60.14 | +0.10% | -22.9% | 30.3 | +912 | 93 | 120.5 |
| UraniumURA | 6.4 | 39.59 | -0.65% | -35.9% | 35.0 | +2,075 | 100 | 161.1 |
| China InternetKWEB | 5.1 | 24.33 | -0.73% | -43.3% | 35.3 | -126 | 29 | 208.2 |
| Robotics & AIBOTZ | 3.5 | 35.43 | +0.57% | -14.9% | 48.3 | +162 | 96 | 97.6 |
| Global Clean EnergyICLN | 2.2 | 16.84 | -0.94% | -29.1% | 38.5 | -44 | 37 | 128.3 |
| ROBO Global RoboticsROBO | 2.1 | 81.01 | +0.68% | -10.3% | 52.3 | +89 | 94 | 25.6 |
| Lithium & BatteryLIT | 1.6 | 68.22 | -0.29% | -25.5% | 32.2 | +302 | 96 | 24.0 |
| Tema Space InnovatorsNASA | — | 23.87 | -0.38% | -43.0% | 48.1 | 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 | 399.9 | 70.09 | -0.09% | -6.8% | 23.4 | +17,086 | 100 | 5,705.7 |
| Total Intl BondBNDX | 123.1 | 46.79 | -0.17% | -6.3% | 33.2 | +3,156 | 100 | 2,631.3 |
| 0-3M TreasurySGOV | 106.0 | 100.41 | -0.27% | -0.3% | 34.2 | +6,301 | 98 | 1,055.8 |
| 10-20Y TreasuryTLH | 11.1 | 92.02 | -0.16% | -12.7% | 22.5 | +887 | 93 | 120.2 |
Commentary
Here is the full briefing:
---
## Cross-Asset ETF Flow Briefing — Thursday, 1 October 2026
---
### 1. Tape
US large-cap inflows are running hot — QQQ and SPY both sit near all-time flow percentiles — while semis and domestic industrials are experiencing historic redemptions. International flows tell a bifurcated story: Asia EM (Korea, Taiwan, Singapore, India) is aggressively bid, while Brazil bleeds, and European/EM equity prices are broadly soft despite the buying.
---
### 2. Strongest Creations
GLD (Gold) — p100, +$37bn/20d. Physical gold demand is at a historic extreme — the largest absolute and percentile-ranked inflow in the dataset. Safe-haven accumulation and dollar-hedge positioning, not momentum (RSI 41), are driving this.
IBB (Biotech) — p100, +$1.46bn/20d.
The biotech bid aligns with a wave of thematic interest in life-sciences innovation.
With IBB up p100 on flows despite a -2.17% session, buyers are fading the dip hard.
EWS (Singapore) — p100, +$232m/20d. Modest in dollar terms but a perfect historical percentile — every dollar in is a max-conviction allocation to ASEAN. Fits the broader Asia EM rotation theme led by EWY and EWT.
---
### 3. Heaviest Redemptions
SMH (Semis) — p1, -$6.68bn/20d. The largest semi outflow on record despite a +1.45% session. Investors appear to be rotating *away* from the semi wrapper even as underlying names rally — consistent with profit-taking after a long AI-driven run-up.
EWZ (Brazil) — p1, -$1.53bn/20d. Historic redemption at p1 — the worst outflow in this fund's history. FX stress and fiscal uncertainty in Brazil are triggering broad EM-ex-Asia repositioning.
XLI (US Industrials) — p2, -$1.04bn/20d. Near-record domestic industrial outflow, contrasted with EXI (Global Industrials) at p96 creations — the signal is rotation *out* of US-only industrial exposure and into global equivalents.
---
### 4. Overbought / Oversold
Overbought (RSI > 70): None.
Oversold (RSI < 30):
- XLRE (Real Estate) — RSI 19 — extreme; rate-sensitivity weighing heavily.
- VGK (Europe) — RSI 24, down -1.51% today.
- INDA (India) — RSI 25, despite p96 inflows — buyers stepping in vs. price weakness.
- EPHE (Philippines) — RSI 26.
- EWW (Mexico) — RSI 26.
- XLF (US Financials) — RSI 27, with IXG (Global Financials) at RSI 30.
- TLH / BND — RSI 22 / 23 — Treasuries technically oversold;
early rate-hike legacies in some economies may leave room to cut if growth slows
, but bond RSIs here reflect rising yields, not momentum signals to act on in isolation.
---
### 5. Theme of the Day — Asia EM vs. Everything Else
Money is concentrating into a single Asian EM cluster with extraordinary conviction: EWT (p99), EWS (p100), EWY (p97), INDA (p96), EEM (p97). Simultaneously, GLD (p100), GDX (p100), COPX (p100), and URA (p100) are all at max inflows — a simultaneous bid for Asia growth and hard-asset protection. The counterpoint is DM equity selling: SMH at p1, XLI at p2, EWZ at p1. The market is not risk-off broadly — it's risk-rotating sharply toward Asian tech supply chains and commodities, away from US domestic cyclicals and LatAm.
---
### 6. New ETF Launches
Several relevant launches this week:
- TDEM (T. Rowe Price Dynamic EM Bond ETF) —
launched today on Nasdaq; an actively managed ETF targeting opportunities in EM sovereign, corporate, and local-currency debt.
Expense ratio: 0.45%.
Directly relevant given the Asia EM flow surge.
- Nomura NEXT FUNDS Global Memory ETF (TSE: 639A) —
listed 30 September on the Tokyo Stock Exchange; Japan's first global memory semiconductor ETF, tracking the Solactive Global Memory Index and providing exposure across the memory value chain.
Directly relevant to the SMH/DRAM semi theme.
- Defiance Robotics Actuators ETF (Cboe: AT) —
seeks to track the MarketVector Humanoid Actuator Index; prospectus dated September 12, 2026.
Tracks humanoid actuator and motion component makers; Defiance claims it is the first US-listed ETF dedicated to robotics actuators.
- VegaShares AI Energy (GWAT), Edge AI (EDG), Semiconductor Materials (SLCN) among others —
seven new VegaShares series filed via 485BPOS in mid-September 2026.
---
### 7. Watchlist
Watch SMH vs. DRAM on Friday: semis are shedding flows at a record pace (p1) while DRAM printed +2.77% today. If semiconductor equipment/memory names continue to outperform the broad semi wrapper, expect further rotation *within* the space — and watch whether the new Nomura memory ETF (639A) draws incremental Japanese retail flows into Korean/Taiwanese memory names like SK Hynix and Samsung, amplifying EWY and EWT demand.