ETF Flow Monitor
Monday, 03 August 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 | 792.3 | 757.67 | +1.42% | -0.3% | 59.5 | -3,624 | 31 | 1,045.7 |
| Nasdaq 100QQQ | 498.7 | 700.07 | +1.76% | -6.2% | 49.9 | +26,125 | 100 | 712.4 |
| Vanguard GrowthVUG | 225.3 | 87.08 | +2.21% | -3.6% | 57.5 | -158 | 12 | 2,586.8† |
| Vanguard ValueVTV | 188.7 | 221.00 | +0.48% | -0.9% | 57.4 | +1,881 | 87 | 853.6† |
| Vanguard Small-CapVB | 80.7 | 299.64 | +1.52% | -1.1% | 56.5 | +271 | 52 | 269.2† |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| FTSE EuropeVGK | 30.8 | 90.93 | +0.38% | -0.1% | 60.9 | +22 | 44 | 338.8† |
| MSCI EMEEM | 30.4 | 64.32 | +0.36% | -9.7% | 47.8 | +1,820 | 95 | 473.0 |
| MSCI KoreaEWY | 25.0 | 160.24 | +2.00% | -26.9% | 43.5 | +5,762 | 100 | 155.7 |
| MSCI JapanEWJ | 22.4 | 92.91 | +0.56% | -4.2% | 52.4 | +269 | 76 | 241.5 |
| MSCI TaiwanEWT | 11.3 | 97.98 | +1.48% | -12.1% | 47.9 | +1,220 | 100 | 115.5 |
| MSCI BrazilEWZ | 9.0 | 36.42 | -0.63% | -12.7% | 57.0 | -457 | 2 | 247.4 |
| MSCI IndiaINDA | 6.9 | 50.16 | +0.72% | -9.3% | 61.7 | -87 | 23 | 138.0 |
| MSCI ChinaMCHI | 5.9 | 55.90 | +0.18% | -16.6% | 66.0 | -519 | 2 | 105.5 |
| Latin America 40ILF | 3.7 | 35.16 | -0.59% | -7.7% | 56.2 | -178 | 5 | 105.7 |
| MSCI MexicoEWW | 1.8 | 76.55 | -0.34% | -5.8% | 52.9 | -39 | 41 | 23.9 |
| MSCI AustraliaEWA | 1.5 | 29.40 | +0.20% | -2.8% | 58.5 | +48 | 82 | 49.6 |
| MSCI SingaporeEWS | 0.9 | 32.38 | +0.31% | -0.1% | 67.1 | -80 | 1 | 28.5 |
| MSCI IndonesiaEIDO | 0.4 | 12.47 | +0.81% | -35.1% | 55.1 | -40 | 7 | 32.5 |
| MSCI ThailandTHD | 0.4 | 72.95 | -0.12% | -2.8% | 54.0 | -6 | 35 | 4.9 |
| MSCI MalaysiaEWM | 0.3 | 28.11 | +0.11% | -7.6% | 55.7 | +6 | 71 | 11.5 |
| MSCI PhilippinesEPHE | 0.1 | 26.02 | +1.80% | -8.3% | 62.7 | -6 | 17 | 5.0 |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 117.2 | 178.04 | +1.53% | -10.2% | 49.4 | +1,439 | 96 | 658.5 |
| VanEck SemiconductorSMH | 77.9 | 545.46 | +0.91% | -18.5% | 43.6 | +13,744 | 100 | 142.8 |
| Financials SelectXLF | 58.3 | 57.38 | +0.77% | -0.4% | 65.4 | +3,171 | 96 | 1,016.8 |
| Health Care SelectXLV | 41.7 | 162.24 | -0.19% | -3.0% | 54.7 | -66 | 48 | 256.9 |
| Energy SelectXLE | 38.7 | 58.79 | -1.28% | -6.0% | 58.0 | -370 | 44 | 658.6 |
| Industrials SelectXLI | 33.3 | 183.16 | +1.85% | -1.3% | 56.7 | -585 | 14 | 181.9 |
| Utilities SelectXLU | 23.1 | 44.36 | +0.02% | -7.1% | 40.2 | +115 | 52 | 520.3 |
| Cons Disc SelectXLY | 22.9 | 118.21 | +1.83% | -5.1% | 59.1 | -36 | 49 | 193.5 |
| Comm Svcs SelectXLC | 22.4 | 111.34 | +2.86% | -7.3% | 54.6 | -1,167 | 2 | 200.8 |
| Cons Staples SelectXLP | 14.5 | 84.86 | -0.22% | -5.7% | 50.6 | +308 | 70 | 171.1 |
| BiotechnologyIBB | 9.1 | 185.91 | -0.27% | -6.2% | 48.4 | +72 | 74 | 48.8 |
| Real Estate SelectXLRE | 8.6 | 45.18 | +0.24% | -1.8% | 51.7 | +188 | 78 | 190.2 |
| Materials SelectXLB | 8.4 | 51.01 | +1.15% | -4.9% | 49.8 | +195 | 68 | 163.8 |
| Global HealthcareIXJ | 3.8 | 99.91 | -0.35% | -2.9% | 53.5 | -527 | 1 | 38.3 |
| Global EnergyIXC | 2.8 | 54.97 | -1.36% | -5.6% | 59.0 | +588 | 99 | 51.5 |
| Global IndustrialsEXI | 1.5 | 200.79 | +1.28% | -1.1% | 58.5 | +17 | 66 | 7.2 |
| Global FinancialsIXG | 0.6 | 133.87 | +0.65% | +0.0% | 65.6 | -39 | 19 | 4.4 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 130.1 | 371.71 | +0.05% | -25.0% | 46.0 | -4,864 | 1 | 350.0 |
| Roundhill MemoryDRAM | 26.3 | 51.13 | +1.51% | -36.7% | 43.1 | +7,858 | 62 | 514.4 |
| Gold MinersGDX | 23.4 | 76.05 | +2.63% | -34.3% | 50.2 | +287 | 84 | 307.1 |
| Copper MinersCOPX | 7.2 | 79.36 | +0.63% | -17.1% | 52.6 | -219 | 6 | 90.7 |
| Global X Defense TechSHLD | 7.0 | 64.37 | +1.77% | -17.5% | 60.3 | -376 | 1 | 108.4 |
| UraniumURA | 6.3 | 40.81 | +4.45% | -34.0% | 47.5 | +607 | 99 | 153.5 |
| China InternetKWEB | 5.0 | 28.74 | +0.88% | -33.1% | 68.5 | -727 | 5 | 172.3 |
| Robotics & AIBOTZ | 3.6 | 35.93 | +2.02% | -13.7% | 51.9 | +234 | 98 | 99.9 |
| Global Clean EnergyICLN | 3.0 | 17.99 | +2.51% | -24.3% | 42.4 | +440 | 99 | 165.7 |
| ROBO Global RoboticsROBO | 2.1 | 81.19 | +2.45% | -10.1% | 52.5 | +139 | 98 | 25.9 |
| Lithium & BatteryLIT | 1.8 | 69.41 | +0.27% | -24.2% | 42.2 | +204 | 93 | 25.6 |
| Tema Space InnovatorsNASA | — | 22.85 | +5.69% | -45.5% | 40.5 | -12 | 34 | — |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 397.4 | 72.15 | -0.11% | -4.0% | 36.0 | +4,734 | 100 | 5,508.3 |
| Total Intl BondBNDX | 123.5 | 47.84 | +0.15% | -4.1% | 44.9 | +1,120 | 78 | 2,580.8 |
| 0-3M TreasurySGOV | 95.9 | 100.42 | -0.29% | -0.3% | 33.8 | +1,162 | 61 | 955.1 |
| 10-20Y TreasuryTLH | 11.3 | 96.52 | -0.02% | -8.4% | 33.2 | +469 | 88 | 117.0 |
Commentary
Here is the cross-asset ETF flow briefing for Monday, 03 August 2026:
---
## ETF Flow Briefing — 03 August 2026
---
### 1. Tape
Risk appetite is clearly on in US equities and EM Asia — growth is outperforming value, QQQ creations are at a historic extreme, and Korea/Taiwan are seeing simultaneous price gains and record inflows. Fixed income is receiving defensive creations (BND at p100) even as bond prices dip slightly, suggesting a barbell posture rather than outright risk-on capitulation; Latam and China are the only regions with meaningful selling pressure.
---
### 2. Strongest Creations
- EWY MSCI Korea (+$5,762m @p100, +2.00%) — Record-high creation alongside the second-largest daily gain in the dataset. Semis-driven; Korea is the primary beneficiary of the AI memory buildout, with Samsung and SK Hynix at the core.
- QQQ Nasdaq 100 (+$26,125m @p100, +1.76%) — The largest absolute creation on the sheet and all-time high percentile. This is institutional and retail piling into large-cap growth simultaneously — a classic "buy the tape" signal.
- SMH VanEck Semiconductors (+$13,744m @p100, +0.91%) — Record sector creation alongside only a modest price move. Smart money is adding chips exposure on relative weakness vs the broader rally; confirms the AI infrastructure conviction trade.
---
### 3. Heaviest Redemptions
- GLD SPDR Gold (−$4,864m @p1) — Worst-percentile outflow in gold's history on essentially flat price (+0.05%). Risk-on rotation is actively liquidating the defensive safe-haven trade.
- MCHI MSCI China (−$519m @p2) & EWZ MSCI Brazil (−$457m @p2) — Both at p2. China redemptions continue despite KWEB RSI approaching 68, while Brazil bleeds as LatAm sentiment (ILF @p5, EWZ @p2) sours on commodity softness and macro uncertainty.
- SHLD Global X Defense Tech (−$376m @p1) — Worst-ever flow percentile for the fund, even as price rose +1.77%. Classic "sell-the-ralliers" after a long run; hot money exiting into strength.
---
### 4. Overbought / Oversold
- Overbought: EWS Singapore RSI 67, MCHI RSI 66, XLF Financials RSI 65 — none technically over 70, but EWS is closest. Watch for a short-term fade.
- Oversold (RSI < 30): None breached 30 outright, but TLH (10–20Y Treasury, RSI 33) and BND (RSI 36) are approaching oversold territory in fixed income even as they take in record creations — flows are catching a falling knife in duration.
---
### 5. Theme of the Day
The AI Silicon Corridor is absorbing everything. QQQ (p100), SMH (p100), EWY (p100), and EWT (p100) are all at record-high creation percentiles simultaneously. Korea and Taiwan are the equity expression of the semis supply chain; QQQ and SMH are the US wrappers. This cross-market convergence — US megacap tech + Asian chip foundry/memory nations — is the single dominant flow signal of the session. It is being funded in part by gold (p1 redemption) and China (p2 redemption).
---
### 6. New ETF Launches
Defiance Robotics Actuators ETF — SEC pre-effective filing pending, targeting the MarketVector™ Humanoid Actuator Index
, focused on the physical-AI robotics supply chain.
Separately, Amundi is converting its MSCI Disruptive Technology UCITS ETF into the Amundi Global Memory Chips UCITS ETF, effective 17 July 2026
— directly competing with DRAM's theme in Europe.
BlackRock has also filed an intention with the Central Bank of Ireland to launch Europe's first active defence ETF (iShares Global Defence)
, overlapping the SHLD redemption theme. No fresh US-listed launches in the semis/AI/EM space were confirmed in the last 7 days.
---
### 7. Watchlist
Watch EWT MSCI Taiwan (+$1,220m @p100, RSI 48) tomorrow: record inflows at only a mid-range RSI means there is no overbought friction yet — if TSMC earnings or any trade headline hits overnight, this becomes either the cleanest continuation trade or the most crowded exit in the EM complex.