ETF Flow Monitor
Monday, 31 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 | 792.9 | 767.05 | -0.30% | -1.4% | 54.0 | -9,284 | 16 | 1,033.7 |
| Nasdaq 100QQQ | 453.0 | 716.76 | +0.05% | -3.9% | 52.0 | -57,795 | 0 | 632.0 |
| Vanguard GrowthVUG | 227.3 | 88.24 | -0.34% | -2.3% | 54.1 | -926 | 5 | 2,576.5† |
| Vanguard ValueVTV | 192.1 | 224.85 | -0.20% | -1.2% | 52.8 | +110 | 21 | 854.1† |
| Vanguard Small-CapVB | 80.9 | 299.15 | -0.53% | -3.3% | 43.7 | +330 | 58 | 270.3† |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| FTSE EuropeVGK | 30.8 | 91.66 | -0.35% | -1.6% | 51.3 | -238 | 22 | 336.2† |
| MSCI EMEEM | 29.1 | 67.02 | -0.18% | -5.9% | 54.4 | -2,566 | 1 | 434.3 |
| MSCI KoreaEWY | 24.5 | 180.86 | +0.37% | -17.5% | 54.6 | -3,627 | 0 | 135.5 |
| MSCI JapanEWJ | 21.8 | 95.88 | +0.01% | -2.6% | 54.4 | -1,408 | 0 | 226.9 |
| MSCI TaiwanEWT | 10.3 | 108.03 | +0.12% | -3.1% | 60.1 | -2,078 | 0 | 95.4 |
| MSCI BrazilEWZ | 9.4 | 36.03 | +1.35% | -13.7% | 59.3 | +462 | 93 | 260.7 |
| MSCI IndiaINDA | 6.6 | 49.70 | +0.28% | -10.1% | 51.6 | -288 | 11 | 132.3 |
| MSCI ChinaMCHI | 6.2 | 54.72 | -0.92% | -18.3% | 47.5 | +451 | 89 | 113.6 |
| Latin America 40ILF | 3.9 | 34.90 | +0.72% | -8.4% | 55.8 | +176 | 90 | 110.9 |
| MSCI MexicoEWW | 2.0 | 76.72 | +0.31% | -5.6% | 52.2 | +130 | 86 | 25.6 |
| MSCI AustraliaEWA | 1.4 | 30.02 | +0.07% | -1.3% | 55.6 | -84 | 16 | 46.8 |
| MSCI SingaporeEWS | 1.1 | 34.17 | +0.71% | -0.2% | 66.2 | +77 | 98 | 31.0 |
| MSCI IndonesiaEIDO | 0.5 | 12.73 | +0.55% | -33.8% | 54.8 | +69 | 96 | 37.9 |
| MSCI ThailandTHD | 0.4 | 72.37 | +0.11% | -3.6% | 45.1 | +14 | 85 | 5.1 |
| MSCI MalaysiaEWM | 0.3 | 28.39 | +0.11% | -6.7% | 51.8 | -4 | 32 | 11.4 |
| MSCI PhilippinesEPHE | 0.1 | 23.75 | -0.25% | -16.3% | 23.9 | +23 | 97 | 5.9 |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 121.5 | 186.50 | +0.44% | -5.9% | 54.1 | -1,277 | 2 | 651.7 |
| VanEck SemiconductorSMH | 68.5 | 556.63 | +0.64% | -16.8% | 46.2 | -11,441 | 0 | 123.1 |
| Financials SelectXLF | 54.5 | 57.71 | -0.67% | -1.0% | 53.6 | -4,185 | 1 | 944.4 |
| Health Care SelectXLV | 44.0 | 170.54 | -0.36% | -2.9% | 55.5 | +176 | 62 | 258.2 |
| Energy SelectXLE | 41.5 | 63.96 | +2.04% | +0.0% | 67.6 | -606 | 30 | 648.5 |
| Industrials SelectXLI | 32.2 | 175.13 | -1.13% | -6.1% | 34.0 | +396 | 74 | 183.9 |
| Cons Disc SelectXLY | 22.8 | 116.59 | -0.53% | -6.4% | 48.7 | +245 | 68 | 195.6 |
| Comm Svcs SelectXLC | 22.4 | 111.46 | -1.35% | -7.2% | 50.6 | +3 | 48 | 200.8 |
| Utilities SelectXLU | 21.8 | 42.23 | -1.17% | -11.5% | 31.8 | -220 | 28 | 515.3 |
| Cons Staples SelectXLP | 14.5 | 84.98 | -0.55% | -5.6% | 47.5 | -14 | 49 | 171.0 |
| BiotechnologyIBB | 9.2 | 209.05 | +0.05% | -3.6% | 59.0 | -954 | 0 | 44.1 |
| Materials SelectXLB | 8.7 | 52.69 | -0.92% | -1.8% | 51.9 | +35 | 54 | 164.4 |
| Real Estate SelectXLRE | 8.3 | 44.11 | -0.83% | -4.1% | 39.1 | -100 | 18 | 187.9 |
| Global HealthcareIXJ | 4.1 | 104.24 | -0.51% | -3.0% | 53.7 | +65 | 74 | 39.1 |
| Global EnergyIXC | 2.8 | 58.18 | +1.89% | -0.7% | 64.5 | -139 | 11 | 48.9† |
| Global IndustrialsEXI | 1.4 | 197.80 | -0.94% | -4.4% | 40.8 | -20 | 16 | 7.1 |
| Global FinancialsIXG | 0.7 | 134.21 | -0.25% | -0.6% | 55.7 | +98 | 95 | 5.1 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 130.2 | 408.42 | -0.11% | -17.6% | 54.2 | -12,589 | 0 | 318.7 |
| Roundhill MemoryDRAM | 25.0 | 56.90 | +1.92% | -29.5% | 51.9 | -4,359 | 4 | 439.8 |
| Gold MinersGDX | 22.4 | 98.51 | -1.14% | -15.0% | 60.7 | -7,149 | 0 | 227.3 |
| Copper MinersCOPX | 7.2 | 92.86 | -1.65% | -3.7% | 60.4 | -1,172 | 0 | 77.7 |
| Global X Defense TechSHLD | 6.9 | 65.48 | -1.07% | -16.1% | 45.1 | -184 | 5 | 105.8 |
| China InternetKWEB | 5.5 | 25.81 | -1.94% | -39.9% | 37.7 | +1,108 | 93 | 212.2 |
| UraniumURA | 5.4 | 45.51 | -0.13% | -26.4% | 53.1 | -1,484 | 0 | 119.5 |
| Robotics & AIBOTZ | 3.3 | 35.89 | +0.39% | -13.8% | 46.7 | -272 | 1 | 92.7 |
| Global Clean EnergyICLN | 2.3 | 17.30 | -1.03% | -27.2% | 37.6 | -616 | 0 | 131.9 |
| ROBO Global RoboticsROBO | 2.0 | 80.44 | -0.25% | -11.0% | 44.7 | -104 | 1 | 24.7 |
| Lithium & BatteryLIT | 1.5 | 76.37 | +0.39% | -16.6% | 57.1 | -423 | 0 | 19.8 |
| Tema Space InnovatorsNASA | — | 23.26 | -0.64% | -44.5% | 41.1 | +69 | 43 | — |
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 | 72.24 | -0.10% | -3.9% | 44.9 | -1,649 | 0 | 5,485.8 |
| Total Intl BondBNDX | 122.4 | 47.55 | -0.11% | -4.7% | 40.1 | -335 | 2 | 2,574.0 |
| 0-3M TreasurySGOV | 99.9 | 100.69 | +0.00% | -0.0% | 69.1 | +3,773 | 89 | 992.6 |
| 10-20Y TreasuryTLH | 10.8 | 97.00 | -0.30% | -7.9% | 46.9 | -553 | 5 | 111.3 |
Commentary
---
ETF Flow Briefing — Monday, 31 August 2026
---
1. Tape
Risk-off dominates US equities: QQQ and SMH are bleeding at historic percentile lows while safe-haven cash-like instruments (SGOV) attract strong inflows. International flows show a sharp bifurcation — EM ex-China is being systematically unwound, but ASEAN/Latam buckets and China Internet are seeing genuine contra-trend buying.
---
2. Strongest Creations
- EWS (Singapore, p98): Tiny in dollar terms but a 98th-percentile print; money finding a stable, liquid ASEAN haven as broader EM is dumped.
- EIDO (Indonesia, p96) / EPHE (Philippines, p97): Coordinated ASEAN accumulation despite EPHE's deeply oversold RSI of 24 — looks like deliberate bottom-fishing, not momentum chasing.
- MCHI (China, p89) + KWEB (China Internet, p93): The clearest pair trade on the board. Despite MCHI falling -0.92% and KWEB -1.94% on the day, institutional money is adding; someone is leaning hard into Chinese tech dislocation.
---
3. Heaviest Redemptions
- QQQ (p0) / SMH (p0): Combined -$69B+ over 20 days at the floor of their respective histories — the broadest and deepest tech/semi unwind in the dataset.
- EWY Korea (p0) / EWT Taiwan (p0): Consecutive worst-ever outflow percentiles for both semi-exposed EM markets — clearly tied to the tech supply-chain unwind.
- GLD (p0) + GDX (p0): Extreme gold complex redemptions despite prices holding near ATHs — likely forced selling or large ETF-to-physical rotation rather than a bearish call.
---
4. Overbought / Oversold
- Overbought: XLE (RSI 68) approaching threshold; EWS (RSI 66); GDX (RSI 61) despite massive outflows.
- Oversold: EPHE (RSI 24) — the only name below 30. XLU (32) and XLI (34) creeping toward oversold territory.
---
5. Theme of the Day
Tech wreckage, ASEAN & Latam lifeboat. Investors are aggressively rotating out of semiconductors and their EM proxies (Korea, Taiwan) at all-time redemption rates, while simultaneously building positions in ASEAN (Singapore, Indonesia, Philippines) and Latam (Brazil +$462m p93, ILF p90, Mexico p86). China Internet is the contrarian add-on. This is a clear quality/risk-geography rotation — away from chip-cycle leverage, toward commodity-linked and domestically-driven emerging markets.
---
6. New ETF Launches
Two relevant filings this week:
BlackRock filed an updated prospectus on August 26 for the iShares A.I. Innovation and Tech Active ETF (ticker: BAI), listed on NYSE Arca, effective August 28.
On the robotics side,
Amplify filed for the Amplify Top 10™ Robotics ETF
,
effective August 18, 2026.
Additionally,
BlackRock's iShares Future Robotics and Related Technologies Active ETF has its registration delayed until September 10, 2026.
The AI/robotics product pipeline is clearly accelerating into the very flows being punished.
---
7. Watchlist
Watch GLD creations vs. spot gold tomorrow. Redemptions at a p0 extreme while price holds near highs is a tension that resolves one of two ways: either spot gold cracks as ETF selling pressure mounts, or the redemptions flip to creations on any macro catalyst, creating a violent snap-back. The direction of that break sets the tone for the entire commodities complex.