ETF Flow Monitor
Wednesday, 30 September 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 | 810.3 | 762.63 | -0.21% | -2.0% | 47.2 | +18,287 | 94 | 1,062.5 |
| Nasdaq 100QQQ | 490.2 | 739.77 | +0.25% | -1.0% | 59.3 | +17,737 | 99 | 662.6 |
| Vanguard GrowthVUG | 231.8 | 90.11 | +0.19% | -1.1% | 57.2 | -323 | 11 | 2,572.8† |
| Vanguard ValueVTV | 184.8 | 216.08 | -0.83% | -5.0% | 28.3 | +208 | 26 | 855.1† |
| Vanguard Small-CapVB | 76.8 | 284.49 | -0.56% | -8.0% | 29.3 | -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 | 30.9 | 66.79 | -0.91% | -6.2% | 47.9 | +1,972 | 96 | 463.0 |
| FTSE EuropeVGK | 29.4 | 86.80 | -1.20% | -6.9% | 28.9 | +246 | 67 | 338.9† |
| MSCI KoreaEWY | 27.1 | 182.78 | -2.31% | -16.6% | 50.3 | +2,234 | 97 | 148.2 |
| MSCI JapanEWJ | 22.9 | 97.46 | +0.98% | -1.3% | 53.3 | +729 | 93 | 235.1 |
| MSCI TaiwanEWT | 11.6 | 112.90 | -1.06% | -2.4% | 56.4 | +592 | 98 | 103.0 |
| MSCI BrazilEWZ | 8.3 | 37.25 | +2.14% | -10.7% | 53.8 | -1,309 | 1 | 224.1 |
| MSCI IndiaINDA | 6.7 | 46.68 | -0.55% | -15.6% | 27.2 | +642 | 96 | 143.7 |
| MSCI ChinaMCHI | 6.3 | 52.19 | +0.17% | -22.1% | 35.1 | +401 | 87 | 121.4 |
| Latin America 40ILF | 3.9 | 34.50 | +0.73% | -9.4% | 43.7 | +120 | 82 | 112.7 |
| MSCI MexicoEWW | 1.8 | 71.09 | -1.33% | -12.5% | 30.2 | +2 | 54 | 25.3 |
| MSCI AustraliaEWA | 1.3 | 28.31 | -0.21% | -7.0% | 33.8 | +21 | 75 | 47.0 |
| MSCI SingaporeEWS | 1.2 | 33.26 | -0.51% | -3.8% | 46.6 | +228 | 100 | 37.4 |
| MSCI IndonesiaEIDO | 0.5 | 11.73 | -0.85% | -39.0% | 32.4 | +61 | 94 | 42.5 |
| MSCI ThailandTHD | 0.3 | 70.51 | -2.52% | -6.1% | 34.6 | -16 | 18 | 4.8 |
| MSCI MalaysiaEWM | 0.3 | 27.38 | +0.48% | -10.0% | 39.6 | +18 | 91 | 11.9 |
| MSCI PhilippinesEPHE | 0.1 | 22.74 | -1.22% | -19.8% | 27.8 | +20 | 96 | 6.5 |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 127.3 | 195.75 | +0.64% | -1.2% | 61.6 | -428 | 21 | 650.2 |
| VanEck SemiconductorSMH | 68.0 | 609.00 | +0.35% | -9.0% | 60.0 | -6,438 | 1 | 111.7 |
| Financials SelectXLF | 51.3 | 53.40 | -1.13% | -8.8% | 26.5 | -144 | 45 | 961.1 |
| Health Care SelectXLV | 43.3 | 168.42 | -1.35% | -4.1% | 47.9 | -41 | 50 | 257.0 |
| Energy SelectXLE | 39.4 | 61.50 | -0.06% | -5.8% | 43.0 | -321 | 47 | 641.4 |
| Industrials SelectXLI | 30.0 | 166.98 | -1.27% | -10.5% | 30.8 | -1,041 | 2 | 179.4 |
| Comm Svcs SelectXLC | 22.6 | 110.97 | -0.45% | -7.6% | 45.8 | +372 | 82 | 203.8 |
| Cons Disc SelectXLY | 21.5 | 108.84 | -0.28% | -12.6% | 30.7 | +166 | 63 | 197.4 |
| Utilities SelectXLU | 21.1 | 39.44 | -0.68% | -17.4% | 26.9 | +805 | 90 | 535.4 |
| Cons Staples SelectXLP | 13.7 | 80.60 | -1.53% | -10.5% | 33.8 | -30 | 48 | 170.2 |
| BiotechnologyIBB | 10.4 | 210.53 | -0.24% | -3.0% | 56.4 | +1,487 | 100 | 49.6 |
| Materials SelectXLB | 7.8 | 48.70 | -0.81% | -9.3% | 30.2 | -283 | 24 | 159.8 |
| Real Estate SelectXLRE | 7.6 | 40.91 | -1.04% | -11.1% | 20.3 | -70 | 22 | 186.4 |
| Global HealthcareIXJ | 4.2 | 102.12 | -1.48% | -5.0% | 44.9 | +335 | 99 | 41.3 |
| Global EnergyIXC | 2.9 | 56.97 | +0.05% | -4.9% | 45.1 | +123 | 88 | 51.0 |
| Global IndustrialsEXI | 1.4 | 189.26 | -1.10% | -8.5% | 35.6 | +76 | 92 | 7.5 |
| Global FinancialsIXG | 0.7 | 127.00 | -1.16% | -7.3% | 32.3 | +40 | 88 | 5.4 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 152.0 | 380.84 | -0.54% | -23.2% | 39.0 | +38,254 | 100 | 399.2 |
| Gold MinersGDX | 30.1 | 87.80 | -1.43% | -24.2% | 40.8 | +5,600 | 100 | 342.9 |
| Roundhill MemoryDRAM | 25.6 | 60.36 | -1.52% | -25.2% | 52.8 | -880 | 20 | 424.5 |
| Copper MinersCOPX | 8.4 | 84.70 | -0.91% | -12.2% | 42.5 | +2,002 | 100 | 98.8 |
| Global X Defense TechSHLD | 7.2 | 60.08 | -0.61% | -23.0% | 29.8 | +817 | 91 | 119.8 |
| UraniumURA | 6.4 | 39.85 | -0.47% | -35.5% | 35.8 | +2,055 | 100 | 160.3 |
| China InternetKWEB | 5.1 | 24.51 | +0.57% | -42.9% | 37.1 | -69 | 36 | 209.4 |
| Robotics & AIBOTZ | 3.4 | 35.23 | -0.03% | -15.4% | 46.1 | +182 | 96 | 97.6 |
| Global Clean EnergyICLN | 2.2 | 17.00 | -0.06% | -28.4% | 40.5 | -49 | 35 | 128.2 |
| ROBO Global RoboticsROBO | 2.1 | 80.46 | +0.09% | -10.9% | 50.1 | +85 | 93 | 25.7 |
| Lithium & BatteryLIT | 1.6 | 68.42 | -0.18% | -25.3% | 32.9 | +312 | 96 | 24.0 |
| Tema Space InnovatorsNASA | — | 23.96 | +0.17% | -42.8% | 48.8 | 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 | 398.4 | 70.15 | -0.11% | -6.7% | 24.0 | +15,706 | 100 | 5,679.0 |
| Total Intl BondBNDX | 123.1 | 46.87 | +0.02% | -6.1% | 35.3 | +3,215 | 100 | 2,625.4 |
| 0-3M TreasurySGOV | 106.0 | 100.68 | +0.00% | -0.0% | 65.7 | +5,974 | 97 | 1,052.6 |
| 10-20Y TreasuryTLH | 11.0 | 92.17 | -0.35% | -12.5% | 23.1 | +828 | 93 | 119.3 |
Commentary
Here is your end-of-day briefing for Wednesday, 30 September 2026.
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## Cross-Asset ETF Flow Briefing | 30 Sep 2026
---
### 1. Tape
US large-cap flows are bifurcated: QQQ sits at a 99th-percentile creation pace while value (VTV, RSI 28) and small-caps (VB, RSI 29) are in quiet distribution. Internationally, a broad sweep of EM Asia creations contrasts with a deeply oversold and redemption-heavy Brazil; fixed income is in full risk-off accumulation mode with BND and BNDX both at the 100th percentile.
---
### 2. Strongest Creations
- EWS (Singapore) — p100: Tiny fund, but every dollar of inflow is historically unprecedented. Likely tactical rotation within EM Asia ex-China.
- GLD (Gold) — p100, +$38.3bn: The standout of the entire tape. Investors are piling into hard currency at a historic pace — quarter-end rebalancing and macro hedging colliding.
- IBB (Biotech) — p100, +$1.5bn: Maximum-percentile sector inflow into biotech despite only a modest RSI (56). Signals genuine conviction buying, not momentum chasing.
---
### 3. Heaviest Redemptions
- SMH (Semis) — p1, -$6.4bn: A near-record bleed from the flagship semi ETF. The market isn't giving up on semis fundamentally (RSI 60, price +0.35%), but someone is cashing out a huge position.
- EWZ (Brazil) — p1, -$1.3bn: Rock-bottom flow percentile while every other EM sees creations. Local fiscal risk or currency stress driving forced exits.
- XLI (Industrials) — p2, -$1.0bn: Near-record outflow. Industrials RSI also 31, suggesting both price and flow deterioration.
---
### 4. Overbought / Oversold
Oversold (RSI < 30): VTV (28), VB (29), VGK (29), XLF (26), XLI (31), XLB (30), XLY (31), XLP (34), XLU (27), XLRE (20) — the standout, real estate is deeply washed out. INDA (27), EPHE (28), EWW (30), EIDO (32), SHLD (30), LIT (33), MCHI (35).
Overbought (RSI > 70): None.
---
### 5. Theme of the Day
Hard assets vs. paper assets. GLD, GDX, COPX, and URA are all at the 100th-percentile creation mark simultaneously. Across International, EM Asia ex-China absorbs near-record inflows. Meanwhile, SMH bleeds at p1 and long-duration Treasuries (TLH RSI 23) are crushed even as BND/BNDX take in record flows — investors are moving to short-duration fixed income and real assets, not risk-on equities.
---
### 6. New ETF Launches
Several thematically relevant launches this week:
-
CHIP (REX AI Chipmaking ETF) launched 24 Sep, and NECK (xETFs AI Bottlenecks ETF) and AIBF (iShares Future AI Beneficiaries ETF) launched 23 Sep
— directly overlapping the semi/AI theme where SMH is hemorrhaging assets; these niche vehicles may be absorbing rotated capital.
-
CHIP focuses on the equipment makers that build the physical machinery behind AI chips, rather than the companies that design them
— a differentiated angle from SMH.
-
MGIN (Man Active Global Infrastructure ETF) also launched 24 Sep
, overlapping the industrials/utilities theme.
-
ENRG (Ninepoint North American Energy Independence ETF) launched 22 Sep and PWRX (Westwood Salient Enhanced Power & Infrastructure ETF) launched 18 Sep
, adding to the energy/infrastructure cluster.
-
TDNA (T. Rowe Price Biotech ETF) launched 17 Sep
, directly coinciding with IBB's record-percentile inflows into biotech.
---
### 7. Watchlist
Watch whether XLRE (RSI 20) sees a capitulation bounce or a continued flush when October opens — real estate is the most technically oversold name on the entire sheet, and any pivot-trade narrative on rates could trigger a sharp mean-reversion. Monitor TLH and BND simultaneously for confirmation.