ETF Flow Monitor

Tuesday, 14 July 2026 · US$ creation / redemption flows over 20 sessions · 5 markets, no cross-market aggregate · methodology
Click 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

ETFAUM $bnPrice $ 1d Chg% 52w HiRSI 14d Flow 20d $mPctileSh out m
SPDR S&P 500SPY784.0751.83+0.36%-1.0%56.0-8,205171,042.7
Nasdaq 100QQQ495.6719.69+1.12%-3.5%50.3+14,921100688.6
Vanguard GrowthVUG225.086.96+0.94%-3.7%54.3-78132,586.8
Vanguard ValueVTV186.6218.60-0.35%-0.9%56.9+82453853.6
Vanguard Small-CapVB79.9296.89+0.24%-2.1%51.4+41468269.2

International 16 ETFs

ETFAUM $bnPrice $ 1d Chg% 52w HiRSI 14d Flow 20d $mPctileSh out m
MSCI EMEEM30.965.67+1.81%-7.8%45.3+1,79196470.0
FTSE EuropeVGK29.988.30+0.50%-2.4%50.2+17958338.8
MSCI KoreaEWY25.8176.98+5.33%-19.3%43.0+4,920100145.6
MSCI JapanEWJ22.693.89+1.26%-3.2%52.4+30678240.6
MSCI TaiwanEWT11.2101.88+0.00%-8.7%47.2+585100109.5
MSCI BrazilEWZ9.236.03+1.81%-13.7%58.8-3537256.2
MSCI IndiaINDA6.948.73-0.12%-11.9%47.6+5866140.8
MSCI ChinaMCHI6.053.23+1.33%-20.5%51.0-15720112.0
Latin America 40ILF3.834.71+1.76%-8.9%56.3-1904109.6
MSCI MexicoEWW1.975.34+1.60%-7.3%47.6-184824.8
MSCI AustraliaEWA1.528.71+1.27%-5.1%55.0+217351.3
MSCI SingaporeEWS0.931.63+0.64%-0.0%74.2-38629.3
MSCI IndonesiaEIDO0.412.07+0.75%-37.2%48.2+458833.5
MSCI ThailandTHD0.472.73+0.55%-3.1%53.9+9784.9
MSCI MalaysiaEWM0.328.09+2.15%-7.7%58.7-62911.8
MSCI PhilippinesEPHE0.125.18+1.00%-11.2%54.6+0645.1

US & Global Sectors 17 ETFs

ETFAUM $bnPrice $ 1d Chg% 52w HiRSI 14d Flow 20d $mPctileSh out m
Technology SelectXLK119.7183.62+1.29%-7.4%49.9-32625651.7
VanEck SemiconductorSMH79.1600.31+2.51%-10.3%48.6+9,200100131.8
Financials SelectXLF54.356.18+0.20%-0.4%69.0+67666965.8
Health Care SelectXLV40.7158.29-1.93%-3.7%54.4+22264257.2
Energy SelectXLE37.756.95+0.37%-9.0%58.6-99114662.0
Industrials SelectXLI33.5180.45+0.04%-2.8%51.6+1,50298185.7
Utilities SelectXLU23.845.69-0.07%-4.3%55.8+36972519.8
Comm Svcs SelectXLC22.9111.45-0.13%-7.2%53.7-8904205.3
Cons Disc SelectXLY22.5115.90-0.12%-6.9%47.7+20967194.3
Cons Staples SelectXLP14.283.42-1.38%-7.3%47.2-550170.4
BiotechnologyIBB9.0188.67-0.46%-4.8%58.6+857647.9
Materials SelectXLB8.550.64+0.12%-5.6%46.5+56489167.4
Real Estate SelectXLRE8.444.48-0.49%-1.9%50.7+39493189.1
Global HealthcareIXJ3.897.66-1.56%-4.0%52.0+527138.8
Global EnergyIXC2.252.75+0.40%-9.5%57.2-1441142.0
Global IndustrialsEXI1.4196.44+0.53%-3.3%49.1+38837.3
Global FinancialsIXG0.6130.19+0.57%+0.0%68.5+9714.5

Thematics 12 ETFs

ETFAUM $bnPrice $ 1d Chg% 52w HiRSI 14d Flow 20d $mPctileSh out m
SPDR GoldGLD131.8372.15+1.37%-25.0%41.5-32045354.2
Roundhill MemoryDRAM27.761.23+6.86%-24.1%46.3+11,923100452.2
Gold MinersGDX23.274.88+2.06%-35.4%42.8+34988310.1
Copper MinersCOPX7.678.72+5.88%-17.7%48.9+3218996.2
Global X Defense TechSHLD6.860.22-0.41%-22.8%42.2-3511113.4
UraniumURA6.141.55+2.04%-32.8%37.7+36396147.3
China InternetKWEB4.926.18-0.19%-39.0%53.1-7893187.1
Robotics & AIBOTZ3.535.88+0.03%-13.8%40.2+2039898.1
Global Clean EnergyICLN3.019.07+2.39%-19.7%39.4+21392156.1
ROBO Global RoboticsROBO2.180.78+0.27%-10.6%42.7+1389925.4
Lithium & BatteryLIT1.871.58+1.91%-21.9%33.7+1429025.2
Tema Space InnovatorsNASA1.625.21+0.64%-39.8%33.9-1,370063.3

Fixed Income 4 ETFs

ETFAUM $bnPrice $ 1d Chg% 52w HiRSI 14d Flow 20d $mPctileSh out m
Total BondBND399.072.70+0.28%-3.3%41.1+4,9701005,487.8
Total Intl BondBNDX123.547.96+0.15%-3.9%42.7+1,117772,574.4
0-3M TreasurySGOV95.9100.52+0.00%-0.2%48.4+72049954.0
10-20Y TreasuryTLH11.398.21+0.23%-6.8%37.7+26077114.8

Commentary

Cross-Asset ETF Flow Briefing — Tuesday, 14 July 2026

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1. Tape
Risk-on with a tech/semi tilt: QQQ (+1.1%) and SMH (+2.5%) led US equities while defensives (XLP −1.4%, XLV −1.9%) lagged, and SPY itself bled $8.2bn over 20 days. International was broadly green — EWY's 5.3% surge was the standout — while bond funds attracted fresh money, consistent with investors also hedging duration risk alongside equity longs.

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2. Strongest Creations
- DRAM (Roundhill Memory, +6.86%) — $11.9bn in at p100.
DRAM became the fastest ETF in history to reach $10 billion in AUM
, and flows confirm the HBM/memory trade remains the dominant thematic conviction bet.
- QQQ (Nasdaq 100, +1.1%) — $14.9bn in at p100. Max-percentile creations alongside SMH signal systematic/institutional rotation into mega-cap tech and AI enablers simultaneously.
- EWY (MSCI Korea, +5.3%) — $4.9bn in at p100.
SK Hynix officially listed on Nasdaq on July 10
, drawing global capital into Korean equity proxies; EWT (Taiwan, p100) is riding the same semi wave.

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3. Heaviest Redemptions
- NASA (Tema Space, RSI 34) — $1.37bn out at p0. Worst-ever 20-day flow reading;
NASA was driven by interest in Space Exploration Technologies Corp.
but that enthusiasm has fully reversed.
- SHLD (Global X Defense Tech) — $351m out at p1. Counter-intuitive given geopolitical backdrop; likely profit-taking after a strong prior run rather than a thesis shift.
- ILF/EWZ (LatAm) — ILF at p4, EWZ at p7. Despite both rising ~1.8% today, 20-day flows show sustained LatAm ETF liquidation — a structural underweight trend, not a Tuesday reaction.

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4. Overbought / Oversold
- Overbought: EWS (Singapore) RSI 74 — sole overbought name; flows are light (p6), so momentum is thin.
- Oversold (RSI < 30): None breach 30, but NASA (34), LIT (34), and ICLN (39) are in the lower zone despite positive 20-day flows — buyers accumulating into weakness.

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5. Theme of the Day
Memory/AI Semi squeeze, EM rotation ex-China. DRAM, QQQ, SMH, EWY, and EWT all print max-percentile creations simultaneously — a unified AI infrastructure trade spanning US large-cap, semis, and the Korean/Taiwanese supply chain. MCHI sits at p20 while EEM hits p96, confirming the
money flowing out of China exposure has largely landed in Taiwan, South Korea, and parts of Southeast Asia.


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6. New ETF Launches

Direxion filed with the SEC to launch the Direxion Daily SK Hynix Bull 2X ETF (SKHL)
— directly relevant given EWY's surge and SK Hynix's Nasdaq debut.
Six new leveraged and inverse ETF products tracking SK Hynix ADRs are in the final stages of preparation and expected to list collectively this week.
Also notable:
Korea Investment Management listed the 'ACE K-Defense TOP5+' ETF on July 7
, overlapping the defense and Korea themes in the data.

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7. Watchlist
Watch DRAM vs. EWY divergence:
on July 13, the memory sector suffered a broad decline — SanDisk fell 12%, SK Hynix dropped 9%, and Micron decreased 5%
— yet both rebounded sharply today. If SK Hynix ADR leveraged ETF listings hit Wednesday, expect violent intraday swings in EWY, SMH, and DRAM; max-percentile creation at overbought speed is the setup most prone to a sharp unwind.

ETF Flow Monitor · Flow 20d = Σ Δ(units)×avg(price) over 20 sessions, US$m · Percentile = PERCENTRANK.INC vs each ETF's own history since 31 Dec 2020 (or inception) · RSI 14d Wilder (Bloomberg-consistent) · AUM = shares×price.
Generated 15 Jul 2026 06:00 SGT. Market-monitoring tool, not investment advice.