ETF Flow Monitor
Wednesday, 08 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 | 775.2 | 745.40 | -0.31% | -1.9% | 52.9 | -6,160 | 23 | 1,040.0 |
| Nasdaq 100QQQ | 477.2 | 711.44 | +0.28% | -4.7% | 47.1 | +7,867 | 98 | 670.8 |
| Vanguard GrowthVUG | 222.6 | 85.99 | +0.13% | -4.8% | 51.2 | +326 | 26 | 2,588.7 |
| Vanguard ValueVTV | 183.9 | 217.64 | -0.88% | -1.3% | 55.4 | -714 | 8 | 845.1 |
| Vanguard Small-CapVB | 79.2 | 295.15 | -1.12% | -2.6% | 49.0 | +121 | 36 | 268.3 |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| FTSE EuropeVGK | 29.9 | 88.18 | -0.97% | -2.6% | 49.6 | -6 | 37 | 338.6 |
| MSCI EMEEM | 29.4 | 66.23 | +0.78% | -7.0% | 45.9 | +90 | 77 | 444.1 |
| MSCI JapanEWJ | 22.0 | 92.54 | -0.57% | -4.6% | 47.9 | +506 | 89 | 238.2† |
| MSCI KoreaEWY | 21.7 | 182.72 | +0.79% | -16.6% | 43.8 | +131 | 72 | 118.6 |
| MSCI TaiwanEWT | 10.7 | 103.90 | +1.98% | -6.8% | 50.7 | -234 | 14 | 102.7† |
| MSCI BrazilEWZ | 8.9 | 34.41 | -0.66% | -17.5% | 45.2 | -512 | 2 | 259.9† |
| MSCI IndiaINDA | 6.8 | 48.65 | -1.38% | -12.6% | 46.9 | +0 | 34 | 139.7† |
| MSCI ChinaMCHI | 6.1 | 52.85 | +2.07% | -21.1% | 47.9 | +0 | 42 | 115.0† |
| Latin America 40ILF | 3.7 | 33.54 | -0.53% | -12.0% | 43.8 | -394 | 2 | 109.5 |
| MSCI MexicoEWW | 1.9 | 74.71 | -0.44% | -8.0% | 42.6 | -70 | 29 | 24.8 |
| MSCI AustraliaEWA | 1.3 | 28.12 | -0.04% | -7.1% | 45.4 | -55 | 26 | 47.8 |
| MSCI SingaporeEWS | 1.0 | 31.01 | +1.14% | +0.0% | 72.4 | +30 | 88 | 31.1† |
| MSCI IndonesiaEIDO | 0.4 | 11.76 | -2.16% | -38.8% | 42.1 | +125 | 100 | 35.7† |
| MSCI ThailandTHD | 0.4 | 70.93 | -1.35% | -5.5% | 46.9 | +36 | 94 | 5.0† |
| MSCI MalaysiaEWM | 0.3 | 27.25 | +0.33% | -10.4% | 43.9 | -41 | 4 | 11.0 |
| MSCI PhilippinesEPHE | 0.1 | 25.02 | +0.32% | -11.8% | 53.4 | +3 | 72 | 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 | 118.0 | 181.40 | +1.24% | -8.5% | 47.6 | -676 | 11 | 650.3 |
| VanEck SemiconductorSMH | 70.7 | 593.00 | +1.99% | -11.3% | 46.8 | +2,304 | 98 | 119.2 |
| Financials SelectXLF | 53.3 | 54.97 | -1.93% | -2.5% | 61.9 | +935 | 71 | 970.5 |
| Health Care SelectXLV | 42.0 | 162.30 | -1.30% | -1.3% | 67.1 | +672 | 78 | 258.6 |
| Energy SelectXLE | 36.9 | 55.60 | +1.76% | -11.1% | 52.0 | -654 | 28 | 664.0 |
| Industrials SelectXLI | 33.4 | 180.42 | -1.07% | -2.8% | 52.1 | +1,708 | 99 | 185.1† |
| Utilities SelectXLU | 23.6 | 45.36 | -0.74% | -5.0% | 52.9 | +611 | 83 | 519.7 |
| Comm Svcs SelectXLC | 22.9 | 109.46 | -1.41% | -8.8% | 46.6 | -555 | 9 | 208.8 |
| Cons Disc SelectXLY | 22.5 | 115.30 | -1.78% | -7.4% | 45.8 | +183 | 65 | 194.8 |
| Cons Staples SelectXLP | 14.3 | 84.39 | -0.55% | -6.2% | 52.2 | -8 | 50 | 169.8 |
| BiotechnologyIBB | 9.6 | 196.34 | -0.95% | -1.0% | 77.6 | +421 | 97 | 48.8 |
| Real Estate SelectXLRE | 8.3 | 44.15 | -1.65% | -2.7% | 47.5 | +448 | 95 | 187.8 |
| Materials SelectXLB | 8.2 | 50.16 | -2.62% | -6.5% | 42.6 | +451 | 84 | 163.3 |
| Global HealthcareIXJ | 4.4 | 100.25 | -1.34% | -1.4% | 64.6 | +477 | 100 | 43.6 |
| Global EnergyIXC | 2.1 | 51.44 | +1.58% | -11.7% | 49.8 | -230 | 4 | 40.5† |
| Global IndustrialsEXI | 1.4 | 196.34 | -1.34% | -3.3% | 48.9 | +28 | 79 | 7.2† |
| Global FinancialsIXG | 0.6 | 127.60 | -1.28% | -1.5% | 61.4 | +31 | 88 | 4.7† |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 135.7 | 374.45 | -0.81% | -24.5% | 40.6 | +2,022 | 87 | 362.5 |
| Roundhill MemoryDRAM | 23.6 | 62.04 | +2.39% | -23.1% | 46.0 | +8,084 | 83 | 381.2 |
| Gold MinersGDX | 22.3 | 73.53 | -2.94% | -36.5% | 38.5 | -85 | 51 | 302.9 |
| Global X Defense TechSHLD | 7.1 | 62.67 | -1.76% | -19.7% | 50.3 | -376 | 0 | 113.5 |
| Copper MinersCOPX | 6.7 | 73.04 | -2.13% | -23.7% | 36.9 | -93 | 12 | 91.6 |
| UraniumURA | 5.8 | 41.66 | -0.22% | -32.6% | 33.7 | -28 | 22 | 138.3 |
| China InternetKWEB | 5.2 | 26.41 | +3.53% | -38.5% | 56.0 | -758 | 4 | 198.8† |
| Robotics & AIBOTZ | 3.4 | 35.99 | -1.64% | -13.5% | 39.1 | -14 | 36 | 93.2 |
| Global Clean EnergyICLN | 2.6 | 19.05 | -1.45% | -19.8% | 36.1 | -164 | 4 | 137.2 |
| ROBO Global RoboticsROBO | 2.0 | 81.01 | -1.11% | -10.3% | 42.1 | +72 | 94 | 24.4 |
| Lithium & BatteryLIT | 1.6 | 72.12 | -2.28% | -21.3% | 30.6 | -190 | 1 | 22.5 |
| Tema Space InnovatorsNASA | 1.4 | 26.61 | -1.11% | -36.5% | 36.9 | -838 | 0 | 50.8 |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 159.9 | 72.70 | -0.21% | -3.3% | 37.9 | +3,370 | 98 | 2,200.0 |
| 0-3M TreasurySGOV | 96.5 | 100.47 | +0.01% | -0.3% | 41.8 | +2,407 | 81 | 960.6 |
| Total Intl BondBNDX | 82.3 | 47.83 | -0.40% | -4.2% | 34.4 | +820 | 59 | 1,720.0 |
| 10-20Y TreasuryTLH | 11.0 | 98.39 | -0.25% | -6.6% | 37.1 | +10 | 38 | 112.3 |
Commentary
Here is the briefing for Wednesday, 08 July 2026:
---
## Cross-Asset ETF Flow Briefing — 08 July 2026
---
1. Tape
US equities are bifurcated: mega-cap tech and semis held up or gained (QQQ +0.28%, SMH +2.0%), while everything cyclical — value, small-cap, materials, financials, consumer discretionary, and industrials — sold off, suggesting a growth-defensive rotation rather than broad risk-on. International flows are selective rather than sweeping: SE Asian frontier markets (EIDO, THD) attracted fresh money while LatAm (EWZ, ILF) saw heavy liquidation; fixed income creations into BND and SGOV point to parallel demand for safety.
---
2. Strongest Creations
- QQQ (+$7,867m, p98) — Top-decile inflows into Nasdaq 100 while the S&P500 bled $6B; investors are concentrating in mega-cap tech, not the broad market.
- SMH (+$2,304m, p98) — Semis flows at a 98th-percentile print with the price +2.0%; conviction buying, not just price drift. AI capex narrative fully intact.
- XLI Industrials (+$1,708m, p99) — A standout: the sector fell 1.1% today, yet posted a 99th-percentile inflow. Likely defense/infrastructure re-allocation on dip, not momentum chasing.
---
3. Heaviest Redemptions
- SHLD Defense Tech (p0, -$376m) — Absolute floor-of-history redemption percentile on a down day for the fund; investors may be rotating defense exposure to pure-defense vehicles or exiting entirely.
- NASA Space Innovators (p0, -$838m) — Also zeroth percentile; thematic space/innovation money continues to exit this niche.
- EWZ Brazil / ILF LatAm (both p2) — LatAm bloc seeing historic outflows; FX pressure and fiscal risk appear to be driving coordinated regional liquidation.
---
4. Overbought / Oversold
- IBB Biotech RSI 78 — Overbought. Flows are strong (p97) but price momentum is stretched; watch for mean-reversion.
- EWS Singapore RSI 72 — Overbought with p88 flows; the recent surge looks extended.
- BNDX RSI 34, BND RSI 38, TLH RSI 37 — Bond complex oversold on price (rising yields), yet all are receiving creations — classic flight-to-income buying into weakness.
- LIT Lithium RSI 31, URA Uranium RSI 34, COPX Copper RSI 37, ICLN Clean Energy RSI 36 — The entire green-metals / energy-transition complex is near or at oversold; no signs of flow capitulation reversal yet.
---
5. Theme of the Day
AI compute = safe haven. QQQ (p98), SMH (p98), and DRAM (p83) all received strong creations while cyclicals, value, and LatAm were being sold hard. Bond funds (BND p98, SGOV p81) also attracted capital. Investors are simultaneously piling into the AI semiconductor complex *and* reaching for fixed income safety — a barbell positioning that rejects cyclical risk but retains high-conviction tech.
---
6. New ETF Launches
Defiance filed for a 2x Long Sivers Semiconductors ETF (Tidal Trust II) on July 1.
iShares filed for an iShares Future AI Beneficiaries ETF on July 1.
Tuttle Capital filed for an AI Bottleneck ETF and a Situational Awareness Tracker ETF on July 1.
Corgi ETF Trust received Cboe listing approval on July 8 for 13 leveraged single-stock 2x ETFs, including Corgi MRVL 2x and Corgi VRT 2x
— both with direct semi/AI infrastructure relevance.
Tema ETFs also announced an exclusive partnership with SemiAnalysis, a semiconductor and AI infrastructure research firm, signalling a likely new semi/AI-focused product.
The filing pipeline remains heavily concentrated in AI and semiconductor leverage products.
---
7. Watchlist
Watch IBB Biotech on Thursday: RSI at 78, flows at p97, and the broader market is rotating away from cyclicals. Healthcare (XLV, IXJ) is also elevated but holding its flow trend — a reversal in IBB would be the first crack in the defensive-growth trade.