ETF Flow Monitor
Thursday, 09 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 | 789.3 | 751.71 | +0.85% | -1.0% | 57.1 | -2,808 | 35 | 1,050.0 |
| Nasdaq 100QQQ | 484.5 | 723.28 | +1.66% | -3.1% | 51.7 | +6,937 | 95 | 669.9 |
| Vanguard GrowthVUG | 225.2 | 86.98 | +1.15% | -3.7% | 55.3 | +368 | 28 | 2,588.7† |
| Vanguard ValueVTV | 184.7 | 218.56 | +0.42% | -0.9% | 57.9 | -775 | 8 | 845.1† |
| Vanguard Small-CapVB | 80.1 | 298.68 | +1.20% | -1.5% | 54.7 | +139 | 38 | 268.3† |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| FTSE EuropeVGK | 29.9 | 88.41 | +0.26% | -2.3% | 50.7 | +160 | 56 | 338.6† |
| MSCI EMEEM | 29.7 | 66.78 | +0.83% | -6.2% | 47.9 | +90 | 77 | 444.1† |
| MSCI JapanEWJ | 22.3 | 93.52 | +1.06% | -3.6% | 51.6 | +328 | 78 | 238.2† |
| MSCI KoreaEWY | 21.9 | 184.75 | +1.11% | -15.7% | 45.0 | +94 | 69 | 118.6 |
| MSCI TaiwanEWT | 10.7 | 105.05 | +1.11% | -5.8% | 52.5 | -287 | 10 | 102.1 |
| MSCI BrazilEWZ | 9.1 | 34.96 | +1.60% | -16.2% | 51.1 | -428 | 3 | 259.9† |
| MSCI IndiaINDA | 6.8 | 49.02 | +0.76% | -11.9% | 50.3 | +0 | 34 | 139.7† |
| MSCI ChinaMCHI | 6.1 | 53.19 | +0.64% | -20.6% | 50.4 | +0 | 42 | 115.0† |
| Latin America 40ILF | 3.7 | 33.82 | +0.83% | -11.2% | 47.4 | -295 | 4 | 109.5 |
| MSCI MexicoEWW | 1.8 | 74.24 | -0.63% | -8.6% | 40.8 | -62 | 31 | 24.9 |
| MSCI AustraliaEWA | 1.3 | 28.20 | +0.28% | -6.8% | 46.8 | +57 | 84 | 47.8† |
| MSCI SingaporeEWS | 1.0 | 31.36 | +1.13% | +0.0% | 75.3 | +16 | 79 | 31.1† |
| MSCI IndonesiaEIDO | 0.4 | 11.80 | +0.34% | -38.6% | 42.9 | +109 | 99 | 36.5 |
| MSCI ThailandTHD | 0.4 | 72.03 | +1.55% | -4.0% | 51.3 | +36 | 94 | 5.0† |
| MSCI MalaysiaEWM | 0.3 | 27.24 | -0.04% | -10.5% | 43.8 | -32 | 6 | 11.0 |
| MSCI PhilippinesEPHE | 0.1 | 24.91 | -0.44% | -12.2% | 51.9 | +3 | 72 | 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 | 120.5 | 185.35 | +2.18% | -6.5% | 51.8 | -978 | 5 | 650.3 |
| VanEck SemiconductorSMH | 72.4 | 607.73 | +2.48% | -9.1% | 49.7 | +1,590 | 95 | 119.2 |
| Financials SelectXLF | 54.1 | 55.54 | +1.04% | -1.5% | 65.3 | +1,034 | 73 | 974.0 |
| Health Care SelectXLV | 41.7 | 162.17 | -0.08% | -1.4% | 66.7 | +350 | 69 | 257.0 |
| Energy SelectXLE | 36.4 | 54.82 | -1.40% | -12.4% | 47.7 | -715 | 25 | 663.2 |
| Industrials SelectXLI | 33.5 | 181.11 | +0.38% | -2.4% | 53.3 | +1,647 | 99 | 185.1† |
| Utilities SelectXLU | 23.5 | 45.13 | -0.51% | -5.4% | 50.5 | +655 | 86 | 521.3 |
| Comm Svcs SelectXLC | 23.1 | 110.51 | +0.96% | -8.0% | 50.6 | -406 | 13 | 209.3 |
| Cons Disc SelectXLY | 22.8 | 116.85 | +1.34% | -6.2% | 50.7 | +177 | 65 | 194.8 |
| Cons Staples SelectXLP | 14.3 | 83.20 | -1.41% | -7.6% | 46.0 | +121 | 59 | 171.6 |
| BiotechnologyIBB | 9.6 | 197.34 | +0.51% | -0.4% | 78.4 | +326 | 95 | 48.7 |
| Real Estate SelectXLRE | 8.3 | 44.23 | +0.18% | -2.5% | 48.3 | +419 | 94 | 187.4 |
| Materials SelectXLB | 8.2 | 50.26 | +0.20% | -6.3% | 43.4 | +368 | 80 | 162.2 |
| Global HealthcareIXJ | 4.4 | 99.94 | -0.31% | -1.7% | 63.0 | +477 | 100 | 43.6† |
| Global EnergyIXC | 2.1 | 50.77 | -1.30% | -12.9% | 46.0 | -230 | 4 | 40.5† |
| Global IndustrialsEXI | 1.4 | 197.11 | +0.39% | -2.9% | 50.2 | +9 | 56 | 7.2† |
| Global FinancialsIXG | 0.6 | 128.48 | +0.69% | -0.9% | 63.9 | +31 | 88 | 4.7† |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 137.1 | 378.18 | +1.00% | -23.7% | 43.8 | +2,495 | 90 | 362.5† |
| Roundhill MemoryDRAM | 24.7 | 64.36 | +3.74% | -20.3% | 48.7 | +8,224 | 86 | 384.4 |
| Gold MinersGDX | 23.0 | 75.78 | +3.06% | -34.6% | 43.1 | -38 | 56 | 304.0 |
| Global X Defense TechSHLD | 7.0 | 61.46 | -1.93% | -21.2% | 46.3 | -344 | 0 | 113.5 |
| Copper MinersCOPX | 6.9 | 75.40 | +3.23% | -21.2% | 41.8 | -97 | 12 | 91.4 |
| UraniumURA | 5.9 | 42.35 | +1.66% | -31.5% | 37.1 | -28 | 22 | 138.3 |
| China InternetKWEB | 5.3 | 26.48 | +0.27% | -38.3% | 56.6 | -626 | 7 | 198.8† |
| Robotics & AIBOTZ | 3.4 | 36.63 | +1.78% | -12.0% | 43.6 | -6 | 44 | 93.2 |
| Global Clean EnergyICLN | 2.6 | 19.33 | +1.47% | -18.6% | 39.1 | -208 | 2 | 134.9 |
| ROBO Global RoboticsROBO | 2.0 | 82.59 | +1.95% | -8.6% | 46.4 | +72 | 94 | 24.4 |
| Lithium & BatteryLIT | 1.6 | 72.82 | +0.97% | -20.5% | 33.1 | -215 | 0 | 22.1 |
| Tema Space InnovatorsNASA | 1.3 | 26.69 | +0.30% | -36.3% | 37.2 | -866 | 0 | 49.9 |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 160.2 | 72.83 | +0.18% | -3.1% | 41.5 | +3,333 | 98 | 2,200.0 |
| 0-3M TreasurySGOV | 96.8 | 100.48 | +0.01% | -0.3% | 43.1 | +2,311 | 80 | 963.9 |
| Total Intl BondBNDX | 82.6 | 48.02 | +0.40% | -3.8% | 43.1 | +818 | 58 | 1,720.0 |
| 10-20Y TreasuryTLH | 11.1 | 98.55 | +0.16% | -6.5% | 38.9 | +0 | 37 | 112.2 |
Commentary
Here is the briefing for Thursday, 9 July 2026:
---
## Cross-Asset ETF Flow Briefing — 9 July 2026
---
1. Tape
US markets are rallying on a strong tech/semi bid — QQQ +1.66%, SMH +2.48% — but equity flows are bifurcated, with growth funds absorbing cash while value (VTV, p8) and XLK (p5) see heavy outflows. International is constructively bid across Asia ex-China, while Fixed Income is quietly accumulating, with BND at a near-record p98 inflow pace, signalling some concurrent risk-off hedging.
---
2. Strongest Creations
- EIDO (MSCI Indonesia, p99): $109m into a small fund is a standout, highest-ranked flow in the entire dataset. Likely driven by improving EM sentiment and rate-cut positioning in Southeast Asia.
- XLI (Industrials, p99): $1.65bn inflow at p99 — the biggest sector conviction trade of the session. Possibly linked to US infrastructure spending or reshoring narratives gaining momentum.
- IXJ (Global Healthcare, p100): Top-ranked flow in its own history.
Biotech and healthcare are surging in 2026 on AI-driven drug discovery and a wave of M&A activity, with large pharma aggressively acquiring mid- and small-cap clinical pipelines.
Institutions are positioning globally, not just in the US.
---
3. Heaviest Redemptions
- EWZ (MSCI Brazil, p3): -$428m. LatAm is in full exodus — ILF at p4 confirms the region-wide flush, likely macro-driven (fiscal/FX concerns).
- SHLD (Defense Tech, p0): -$344m, lowest-ever flow percentile. Profit-taking after a strong run; geopolitical premium is leaking despite continued defense spending narratives.
- NASA (Space Innovators, p0): -$866m, also at p0.
Procure Space ETF grew from $50M to $700M as issuers positioned for a SpaceX IPO
— it appears some of that hot money is now rotating out of space-themed vehicles.
---
4. Overbought / Oversold
- IBB RSI 78 — Overbought.
Biotech is surging in 2026 on AI tools and M&A, with the sector clocking $65bn in Q1 deal value alone.
IBB is technically stretched; crowded. Watch for a pullback.
- EWS (Singapore) RSI 75 — Overbought. Momentum is extended on thin absolute flows; fade risk is elevated.
- LIT (Lithium) RSI 33 — Near oversold. Persistent outflows (p0) and weak momentum. No capitulation bid yet.
- URA (Uranium) RSI 37 — Near oversold. Nuclear narrative intact but positioning is washed out.
---
5. Theme of the Day
AI infrastructure over AI wrappers.
DRAM (Roundhill Memory ETF) has gathered nearly $11bn in net inflows since its early April launch, reflecting a broader shift in how investors think about memory chips within the AI supply chain.
Today's +3.74% print and p86 flows confirm the trade is alive. SMH (p95, +2.48%) and QQQ (p95, +1.66%) confirm the same bid cascading up the stack, while XLK sees outflows — investors want targeted semi/AI exposure, not bundled tech.
---
6. New ETF Launches
This week's US ETF launches include products covering CLOs, semiconductors, and real estate.
On the semi/AI front,
Tema ETFs announced an exclusive ETF partnership with SemiAnalysis, an independent research firm specialising in semiconductors and AI infrastructure.
Also notable from the prior week:
BlackRock filed for an iShares Future Robotics and Related Technologies Active ETF
, and
GraniteShares filed for a GraniteShares Defense AI ETF.
All directly overlap with today's dominant flow themes.
---
7. Watchlist
Watch IBB / biotech into Friday. RSI at 78 is the only clean overbought signal in the dataset, and
large pharmaceutical companies are aggressively acquiring mid- and small-cap clinical pipelines
— any M&A headline miss or FDA stumble could trigger a sharp unwind in an already technically extended name.