ETF Flow Monitor
Thursday, 10 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 | 807.1 | 757.83 | -0.60% | -2.6% | 44.1 | +25,075 | 98 | 1,065.0 |
| Nasdaq 100QQQ | 483.8 | 708.69 | -1.06% | -5.0% | 46.3 | +37,352 | 100 | 682.6 |
| Vanguard GrowthVUG | 224.4 | 87.21 | -0.54% | -3.4% | 46.9 | -323 | 11 | 2,572.8 |
| Vanguard ValueVTV | 190.1 | 222.36 | -0.70% | -2.3% | 41.6 | +208 | 26 | 855.1 |
| Vanguard Small-CapVB | 78.6 | 291.18 | -0.99% | -5.9% | 34.0 | -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 | 30.5 | 67.00 | -2.16% | -5.9% | 50.8 | +680 | 88 | 455.7 |
| FTSE EuropeVGK | 30.3 | 89.42 | -0.88% | -4.0% | 36.5 | +246 | 68 | 338.9 |
| MSCI KoreaEWY | 26.6 | 182.78 | -4.19% | -16.6% | 53.3 | -180 | 21 | 145.3 |
| MSCI JapanEWJ | 22.6 | 96.44 | -0.58% | -2.1% | 53.0 | +757 | 93 | 233.9 |
| MSCI TaiwanEWT | 11.5 | 108.92 | -2.54% | -2.9% | 56.0 | +693 | 99 | 105.2 |
| MSCI BrazilEWZ | 8.3 | 38.56 | +1.29% | -7.6% | 69.3 | -2,163 | 0 | 214.7 |
| MSCI IndiaINDA | 6.7 | 48.11 | -1.15% | -13.0% | 33.0 | +381 | 89 | 138.6 |
| MSCI ChinaMCHI | 6.3 | 52.80 | -1.01% | -21.2% | 34.0 | +310 | 80 | 118.6 |
| Latin America 40ILF | 3.9 | 36.22 | +0.17% | -4.9% | 63.2 | -252 | 4 | 106.7 |
| MSCI MexicoEWW | 1.8 | 75.25 | -1.63% | -7.4% | 42.9 | -148 | 12 | 23.8 |
| MSCI AustraliaEWA | 1.3 | 29.08 | -1.82% | -4.4% | 39.5 | -58 | 26 | 45.0 |
| MSCI SingaporeEWS | 1.2 | 33.37 | -1.18% | -3.5% | 47.9 | +206 | 100 | 37.0 |
| MSCI IndonesiaEIDO | 0.5 | 12.85 | -2.13% | -33.1% | 52.3 | -3 | 48 | 38.3 |
| MSCI ThailandTHD | 0.3 | 74.17 | -0.88% | -1.2% | 55.4 | -30 | 8 | 4.6 |
| MSCI MalaysiaEWM | 0.3 | 27.90 | -0.39% | -8.3% | 43.9 | +2 | 65 | 11.6 |
| MSCI PhilippinesEPHE | 0.1 | 24.18 | -0.70% | -14.8% | 37.7 | +16 | 93 | 6.1 |
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 | 185.22 | -1.41% | -6.6% | 50.8 | -847 | 7 | 650.8 |
| VanEck SemiconductorSMH | 66.1 | 560.28 | -2.44% | -16.2% | 48.1 | -661 | 7 | 118.0 |
| Financials SelectXLF | 54.1 | 56.87 | -0.33% | -2.9% | 44.5 | -3,859 | 1 | 950.5 |
| Health Care SelectXLV | 43.0 | 165.66 | -0.55% | -5.7% | 41.6 | -276 | 37 | 259.7 |
| Energy SelectXLE | 42.5 | 64.93 | -0.58% | -0.6% | 65.2 | -414 | 40 | 653.9 |
| Industrials SelectXLI | 31.4 | 170.55 | -0.72% | -8.6% | 30.1 | -483 | 20 | 183.9 |
| Comm Svcs SelectXLC | 22.6 | 111.50 | +0.60% | -7.1% | 50.1 | +59 | 54 | 202.8 |
| Utilities SelectXLU | 22.1 | 42.52 | -0.98% | -10.9% | 39.2 | +21 | 44 | 519.2 |
| Cons Disc SelectXLY | 21.4 | 111.96 | -0.44% | -10.1% | 36.7 | -765 | 10 | 191.6 |
| Cons Staples SelectXLP | 14.4 | 83.09 | +0.05% | -7.7% | 38.2 | +157 | 61 | 173.7 |
| BiotechnologyIBB | 10.3 | 202.64 | -1.39% | -6.6% | 46.0 | +1,015 | 99 | 51.0 |
| Materials SelectXLB | 8.4 | 50.76 | -1.23% | -5.4% | 37.2 | -63 | 46 | 164.5 |
| Real Estate SelectXLRE | 8.1 | 43.05 | -0.83% | -6.4% | 31.7 | -219 | 7 | 187.0 |
| Global HealthcareIXJ | 4.3 | 100.89 | -0.50% | -6.1% | 39.7 | +258 | 98 | 42.2 |
| Global EnergyIXC | 2.9 | 59.61 | -0.45% | -0.5% | 66.3 | +0 | 50 | 48.9† |
| Global IndustrialsEXI | 1.4 | 192.40 | -1.13% | -7.0% | 33.4 | +81 | 93 | 7.4 |
| Global FinancialsIXG | 0.7 | 132.90 | -0.28% | -3.0% | 46.8 | +8 | 71 | 5.2 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 150.2 | 396.36 | -1.73% | -20.1% | 45.7 | +21,746 | 100 | 379.0 |
| Gold MinersGDX | 29.5 | 96.03 | -3.46% | -17.1% | 52.5 | -1,401 | 2 | 307.1 |
| Roundhill MemoryDRAM | 24.7 | 58.56 | -4.90% | -27.5% | 53.2 | -3,658 | 11 | 422.5 |
| Copper MinersCOPX | 7.9 | 88.61 | -6.99% | -8.1% | 48.2 | +479 | 94 | 88.6 |
| Global X Defense TechSHLD | 7.2 | 61.78 | -0.10% | -20.8% | 32.8 | +1,043 | 95 | 117.1 |
| UraniumURA | 6.2 | 45.00 | -3.97% | -27.2% | 49.6 | +720 | 100 | 137.0 |
| China InternetKWEB | 5.0 | 24.44 | -1.37% | -43.1% | 30.0 | +188 | 62 | 206.0 |
| Robotics & AIBOTZ | 3.4 | 34.76 | -1.19% | -16.5% | 39.4 | +333 | 98 | 97.7 |
| Global Clean EnergyICLN | 2.2 | 17.82 | -1.05% | -25.0% | 48.4 | -102 | 19 | 121.1 |
| ROBO Global RoboticsROBO | 2.0 | 77.82 | -1.56% | -13.9% | 37.8 | +193 | 100 | 26.1 |
| Lithium & BatteryLIT | 1.6 | 71.81 | -2.66% | -21.6% | 38.8 | +142 | 90 | 22.3 |
| Tema Space InnovatorsNASA | — | 23.04 | -2.33% | -45.0% | 42.7 | +69 | 40 | — |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 396.3 | 71.27 | -0.64% | -5.2% | 29.4 | +4,785 | 100 | 5,560.2 |
| Total Intl BondBNDX | 122.3 | 46.97 | -0.56% | -5.9% | 29.0 | +2,020 | 98 | 2,604.9 |
| 0-3M TreasurySGOV | 106.0 | 100.50 | +0.01% | -0.2% | 44.5 | +6,045 | 98 | 1,054.6 |
| 10-20Y TreasuryTLH | 10.9 | 95.04 | -1.16% | -9.8% | 33.1 | +242 | 75 | 114.7 |
Commentary
Here is the full briefing:
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## ETF Flow Briefing — Thursday, 10 September 2026
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1. Tape
Risk-off dominates across all four markets — every major equity bloc closed lower, with Korea (−4.2%) and copper miners (−7%) the sharpest pain points, while LatAm was the lone green patch. Fixed income is the clear beneficiary: bond funds drew near-record creations even as long-duration prices fell, signaling investors are parking cash rather than expressing rate conviction.
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2. Strongest Creations *(by flow percentile)*
- QQQ (p100, +$37.4bn): The largest 20-day Nasdaq 100 inflow on record — yet price is −1.1% today. Buyers are leaning into the dip hard; watch whether this is institutional rebalancing or genuine conviction.
- GLD (p100, +$21.7bn): Gold at all-time-flow territory as a safe-haven magnet; the metal sold off today (−1.7%), suggesting some profit-taking within a structural bid that hasn't broken.
- EWT / Taiwan (p99, +$693m): Taiwan flows near a historic high despite a −2.5% session — allocators are accumulating TSMC-heavy exposure, likely tied to the AI capex cycle.
TSMC raised 2026 capex to $64 billion and CEO commentary stressed "conviction in the multi-year AI megatrend."
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3. Heaviest Redemptions *(by flow percentile)*
- EWZ / Brazil (p0, −$2.16bn): Absolute worst percentile in history — mass exodus despite a +1.3% price pop today. Structural EM repositioning or FX/fiscal fears flushing a crowded trade.
- XLF / Financials (p1, −$3.86bn): Near-record sector outflow; financials are being abandoned at a pace only seen at macro stress peaks.
- DRAM / Memory (p11, −$3.66bn): AI hardware enthusiasm cooling — biggest memory ETF shedding assets while the chip tape turns ugly (−4.9% today).
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4. Overbought / Oversold
- EWZ RSI 69 — approaching overbought even as flows crater; price/flow divergence is a red flag.
- ILF RSI 63 — elevated for a fund with p4 flows.
- BND RSI 29 / BNDX RSI 29 — technically oversold on price (yields rising), yet attracting p100 / p98 inflows — classic flight-to-quality parking behavior.
- XLRE RSI 32, INDA RSI 33, KWEB RSI 30, XLI RSI 30, SHLD RSI 33 — multiple risk sectors flirting with oversold; mean-reversion setups building.
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5. Theme of the Day
"Buy the structure, sell the price." Investors are pouring record money into QQQ, GLD, EWT, URA, BOTZ/ROBO, and IBB — all while prices fall. This is broad-based dip-buying across AI infrastructure, safe havens, and hard assets simultaneously, suggesting institutional allocators are repositioning into weakness rather than reducing risk. It's a bifurcated tape: flows scream accumulation while prices scream caution.
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6. New ETF Launches
Defiance launched the Global Foundries ETF (AIFR) on September 1, tracking the semiconductor foundry industry at a 0.71% fee
— directly relevant to the EWT/Taiwan and SMH flows.
Defiance and GraniteShares also filed last week for leveraged AI/semiconductor ETFs, including a 2x fund targeting Symbotic, a robotics company.
Of 134 new ETFs launched in August, roughly a quarter used leveraged/inverse strategies, with 18 new single-stock funds — most of them chipmakers.
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7. Watchlist
XLF / Financials — p1 outflow + RSI 44 and still falling. If tomorrow's session brings further selling in banks, this becomes a systemic risk signal, not just a sector rotation. Watch for credit spreads widening as a confirmation.