ETF Flow Monitor
Friday, 10 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 | 784.6 | 754.95 | +0.43% | -0.6% | 59.1 | -12,541 | 9 | 1,039.2 |
| Nasdaq 100QQQ | 491.7 | 725.51 | +0.31% | -2.8% | 52.6 | +11,895 | 100 | 677.7 |
| Vanguard GrowthVUG | 226.2 | 87.40 | +0.48% | -3.2% | 57.0 | +452 | 33 | 2,588.7† |
| Vanguard ValueVTV | 185.2 | 219.20 | +0.29% | -0.6% | 59.6 | -973 | 7 | 845.1† |
| Vanguard Small-CapVB | 80.0 | 298.15 | -0.18% | -1.6% | 53.7 | +94 | 34 | 268.3† |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| MSCI EMEEM | 30.4 | 66.90 | +0.18% | -6.1% | 48.4 | +747 | 90 | 454.0 |
| FTSE EuropeVGK | 30.0 | 88.57 | +0.18% | -2.1% | 51.5 | +160 | 56 | 338.6† |
| MSCI KoreaEWY | 24.3 | 183.52 | -0.67% | -16.3% | 44.4 | +2,642 | 99 | 132.4 |
| MSCI JapanEWJ | 22.6 | 94.55 | +1.10% | -2.5% | 55.1 | +364 | 80 | 238.6 |
| MSCI TaiwanEWT | 11.3 | 106.19 | +1.09% | -4.8% | 54.2 | +221 | 86 | 106.2 |
| MSCI BrazilEWZ | 9.3 | 35.93 | +2.77% | -13.9% | 59.4 | -337 | 7 | 259.4 |
| MSCI IndiaINDA | 6.9 | 49.30 | +0.57% | -10.8% | 52.8 | +26 | 60 | 140.2 |
| MSCI ChinaMCHI | 5.9 | 53.13 | -0.11% | -20.7% | 49.9 | -231 | 18 | 110.7 |
| Latin America 40ILF | 3.8 | 34.51 | +2.04% | -9.4% | 55.0 | -200 | 4 | 110.6 |
| MSCI MexicoEWW | 1.9 | 74.86 | +0.84% | -7.8% | 44.2 | -75 | 27 | 24.7 |
| MSCI AustraliaEWA | 1.5 | 28.45 | +0.89% | -6.0% | 51.0 | +28 | 75 | 51.6 |
| MSCI SingaporeEWS | 0.9 | 31.64 | +0.89% | +0.0% | 77.4 | -36 | 7 | 29.4 |
| MSCI IndonesiaEIDO | 0.4 | 11.85 | +0.42% | -38.3% | 43.9 | +72 | 96 | 34.0 |
| MSCI ThailandTHD | 0.4 | 72.51 | +0.67% | -3.4% | 53.1 | +25 | 92 | 4.9 |
| MSCI MalaysiaEWM | 0.3 | 27.43 | +0.70% | -9.8% | 47.6 | -2 | 32 | 11.9 |
| MSCI PhilippinesEPHE | 0.1 | 25.27 | +1.45% | -10.9% | 56.3 | +0 | 64 | 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 | 120.9 | 185.78 | +0.23% | -6.3% | 52.2 | -644 | 12 | 650.7 |
| VanEck SemiconductorSMH | 77.6 | 611.03 | +0.54% | -8.7% | 50.4 | +6,424 | 100 | 127.0 |
| Financials SelectXLF | 54.2 | 55.71 | +0.31% | -1.2% | 66.3 | +1,520 | 82 | 973.7 |
| Health Care SelectXLV | 41.3 | 160.84 | -0.82% | -2.2% | 62.5 | +241 | 65 | 256.8 |
| Energy SelectXLE | 36.5 | 55.08 | +0.47% | -12.0% | 49.2 | -824 | 21 | 662.8 |
| Industrials SelectXLI | 33.7 | 181.92 | +0.45% | -2.0% | 54.7 | +1,794 | 99 | 185.1† |
| Utilities SelectXLU | 23.7 | 45.41 | +0.62% | -4.9% | 53.2 | +651 | 85 | 521.1 |
| Comm Svcs SelectXLC | 23.3 | 111.64 | +1.02% | -7.0% | 54.5 | -518 | 10 | 208.8 |
| Cons Disc SelectXLY | 22.7 | 117.24 | +0.33% | -5.8% | 51.9 | +145 | 62 | 193.4 |
| Cons Staples SelectXLP | 14.4 | 84.12 | +1.11% | -6.5% | 50.8 | +93 | 57 | 171.3 |
| BiotechnologyIBB | 8.8 | 192.06 | -2.68% | -3.1% | 65.5 | -190 | 23 | 46.1 |
| Materials SelectXLB | 8.4 | 50.89 | +1.25% | -5.1% | 48.1 | +545 | 88 | 165.0 |
| Real Estate SelectXLRE | 8.4 | 44.45 | +0.50% | -2.0% | 50.6 | +421 | 94 | 188.4 |
| Global HealthcareIXJ | 3.8 | 99.21 | -0.73% | -2.5% | 59.4 | -33 | 25 | 38.5 |
| Global EnergyIXC | 2.1 | 51.03 | +0.51% | -12.4% | 47.7 | -230 | 4 | 40.5† |
| Global IndustrialsEXI | 1.4 | 198.01 | +0.46% | -2.5% | 51.9 | +35 | 82 | 7.3 |
| Global FinancialsIXG | 0.6 | 129.24 | +0.59% | -0.3% | 65.9 | +13 | 78 | 4.6 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 129.7 | 377.01 | -0.31% | -24.0% | 43.1 | -4,149 | 2 | 343.9 |
| Roundhill MemoryDRAM | 25.4 | 63.04 | -2.05% | -21.9% | 47.2 | +9,191 | 98 | 402.6 |
| Gold MinersGDX | 22.7 | 75.53 | -0.33% | -34.8% | 42.7 | -321 | 24 | 300.3 |
| Copper MinersCOPX | 7.3 | 76.54 | +1.51% | -20.0% | 44.1 | +200 | 82 | 94.9 |
| Global X Defense TechSHLD | 6.8 | 61.19 | -0.44% | -21.6% | 45.4 | -461 | 0 | 111.5 |
| UraniumURA | 6.1 | 42.97 | +1.46% | -30.5% | 40.1 | +121 | 79 | 141.6 |
| China InternetKWEB | 4.9 | 26.38 | -0.38% | -38.6% | 55.5 | -968 | 3 | 185.3 |
| Robotics & AIBOTZ | 3.5 | 36.91 | +0.76% | -11.3% | 45.5 | +97 | 92 | 96.0 |
| Global Clean EnergyICLN | 2.9 | 19.25 | -0.41% | -18.9% | 38.5 | +92 | 85 | 150.4 |
| ROBO Global RoboticsROBO | 2.1 | 82.96 | +0.45% | -8.2% | 47.4 | +106 | 97 | 24.8 |
| Lithium & BatteryLIT | 1.8 | 72.32 | -0.69% | -21.1% | 32.2 | -1 | 68 | 24.3 |
| Tema Space InnovatorsNASA | — | 26.18 | -1.91% | -37.5% | 35.9 | -982 | 0 | — |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 397.5 | 72.77 | -0.08% | -3.2% | 40.3 | +3,312 | 98 | 5,462.9 |
| Total Intl BondBNDX | 123.4 | 48.08 | +0.12% | -3.7% | 45.6 | +816 | 58 | 2,567.4 |
| 0-3M TreasurySGOV | 95.9 | 100.50 | +0.02% | -0.2% | 45.8 | +1,130 | 59 | 954.3 |
| 10-20Y TreasuryTLH | 11.2 | 98.50 | -0.05% | -6.5% | 38.6 | +195 | 69 | 114.2 |
Commentary
## ETF Flow Briefing — Friday, 10 July 2026
---
1. Tape
US equities drift higher in low-conviction fashion: SPY and QQQ are green but SPY is bleeding assets at a p9 percentile while QQQ hoards them at p100, signaling a sharp large-cap rotation from passive broad-market into Nasdaq. Internationally, EM and Asian ex-China flows dominate; fixed income sees broad-based buying, consistent with mild risk-off undercurrents running beneath the equity surface.
---
2. Strongest Creations
- QQQ (+$11.9bn, p100): Largest 20-day inflow in this fund's history — pure Nasdaq concentration bet. Tech and semi themes are pulling every marginal dollar.
- EWY (+$2.6bn, p99): Korea at a record-high flow percentile.
DRAM's top three holdings — Micron, SK Hynix, and Samsung — sit at the core of the memory/AI trade
, and Korea is the physical address of that thesis.
- SMH (+$6.4bn, p100): Semis at a historic inflow percentile alongside QQQ.
SMH is the largest US-listed semiconductor ETF with $72 billion in AUM
, and money is still flooding in.
---
3. Heaviest Redemptions
- SPY (-$12.5bn, p9): Largest-ever 20-day outflow for the S&P 500 wrapper. Rotation, not panic — the money is going into QQQ and SMH, not bonds.
- GLD (-$4.1bn, p2): Near-record gold ETF exit despite the metal holding near all-time highs. Position liquidation after a big run; watch physical demand to fill the gap.
- SHLD (-$461m, p0): Lowest-ever flow percentile for the defense-tech ETF. Profit-taking or strategic reallocation out of the theme entirely.
---
4. Overbought / Oversold
- EWS (RSI 77) — Singapore overbought; small fund, easy to squeeze, but thin liquidity makes reversals sharp.
- LIT (RSI 32) and ICLN (RSI 38) — Lithium and clean energy approaching oversold; both still in momentum downtrends.
- NASA (RSI 36) — Space theme continuing to erode.
---
5. Theme of the Day
AI hardware über alles. QQQ (p100), SMH (p100), DRAM (p98), EWY (p99), and EWT (p86) are all printing record or near-record creations simultaneously — a coordinated, cross-asset bet on AI compute, memory, and the Asian fabs that supply it. The flip side: SPY (p9) and GLD (p2) are being stripped for parts to fund it.
---
6. New ETF Launches
Tidal Trust II filed this week for the Defiance Daily 2X Long South Korea ETF and Defiance Daily 2X Long Taiwan ETF
— levered proxies directly on the hottest international flows.
Themes ETF Trust filed for Leverage Shares 2X Long SK Hynix Daily ETF, and KraneShares filed for a KraneShares Photonic and Optical ETF
— a semi-adjacent photonics play squarely in the AI infrastructure lane. All four filings overlap the week's dominant flow themes.
---
7. Watchlist
Watch EWY vs. MCHI Monday. Korea is at a historic inflow extreme (p99) while China bleeds (p18) — if weekend geopolitical or trade headlines shift the Taiwan Strait or US-China tariff narrative, the entire Asia semi/memory trade can gap violently in either direction.