ETF Flow Monitor
Monday, 27 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 | 781.4 | 739.09 | +0.02% | -2.7% | 45.3 | -1,482 | 40 | 1,057.2 |
| Nasdaq 100QQQ | 488.6 | 682.12 | -0.31% | -8.6% | 37.8 | +30,722 | 100 | 716.3 |
| Vanguard GrowthVUG | 215.7 | 83.38 | -0.12% | -7.7% | 39.4 | -502 | 7 | 2,586.8† |
| Vanguard ValueVTV | 189.3 | 221.72 | +0.32% | +0.0% | 64.0 | +103 | 21 | 853.6† |
| Vanguard Small-CapVB | 79.9 | 296.88 | +0.53% | -2.1% | 51.7 | -210 | 16 | 269.2† |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| MSCI EMEEM | 30.5 | 63.62 | +0.46% | -10.7% | 41.5 | +2,308 | 97 | 478.7 |
| FTSE EuropeVGK | 30.1 | 88.84 | +0.49% | -1.8% | 52.4 | +2 | 37 | 338.8† |
| MSCI KoreaEWY | 24.2 | 161.20 | -1.08% | -26.5% | 38.9 | +4,956 | 100 | 150.1 |
| MSCI JapanEWJ | 22.4 | 91.51 | +0.33% | -5.6% | 46.2 | +491 | 89 | 244.6 |
| MSCI TaiwanEWT | 11.1 | 97.81 | -0.20% | -12.3% | 43.1 | +1,038 | 100 | 113.8 |
| MSCI BrazilEWZ | 9.1 | 35.87 | +0.39% | -14.0% | 54.4 | -396 | 5 | 253.8 |
| MSCI IndiaINDA | 7.0 | 48.89 | +1.81% | -11.6% | 51.6 | +166 | 80 | 143.1 |
| MSCI ChinaMCHI | 6.0 | 54.26 | +1.74% | -19.0% | 56.4 | -250 | 16 | 110.4 |
| Latin America 40ILF | 3.8 | 34.81 | +0.49% | -8.6% | 54.8 | -98 | 13 | 107.9 |
| MSCI MexicoEWW | 1.9 | 76.54 | +1.44% | -5.8% | 54.2 | -28 | 44 | 24.3 |
| MSCI AustraliaEWA | 1.5 | 28.88 | +0.56% | -4.6% | 55.8 | -27 | 43 | 50.6 |
| MSCI SingaporeEWS | 0.9 | 31.88 | +0.73% | -0.7% | 63.7 | -61 | 4 | 29.1 |
| MSCI IndonesiaEIDO | 0.4 | 12.14 | -0.98% | -36.8% | 47.2 | -8 | 37 | 32.7 |
| MSCI ThailandTHD | 0.4 | 71.93 | -1.24% | -4.2% | 47.9 | -5 | 40 | 4.9 |
| MSCI MalaysiaEWM | 0.3 | 27.88 | +0.90% | -8.3% | 53.0 | -7 | 22 | 11.7 |
| MSCI PhilippinesEPHE | 0.1 | 25.39 | +0.67% | -10.5% | 54.8 | -4 | 20 | 5.1 |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 114.1 | 174.30 | -0.90% | -12.1% | 41.0 | +761 | 83 | 654.4 |
| VanEck SemiconductorSMH | 75.5 | 548.55 | -2.25% | -18.0% | 39.9 | +12,424 | 100 | 137.6 |
| Financials SelectXLF | 56.5 | 56.88 | +1.01% | +0.0% | 67.9 | +2,241 | 90 | 993.6 |
| Health Care SelectXLV | 42.8 | 163.40 | +0.51% | -0.6% | 62.6 | +995 | 85 | 261.7 |
| Energy SelectXLE | 38.8 | 58.36 | -2.11% | -6.7% | 59.2 | -538 | 34 | 664.3 |
| Industrials SelectXLI | 33.4 | 183.20 | +0.30% | -1.3% | 58.9 | +128 | 59 | 182.4 |
| Utilities SelectXLU | 23.5 | 45.68 | -1.32% | -4.3% | 53.2 | +75 | 48 | 514.4 |
| Comm Svcs SelectXLC | 21.9 | 107.66 | +1.28% | -10.3% | 42.6 | -302 | 19 | 203.8 |
| Cons Disc SelectXLY | 21.4 | 110.84 | +1.31% | -11.0% | 37.9 | +123 | 61 | 193.0 |
| Cons Staples SelectXLP | 14.8 | 85.36 | +1.46% | -5.2% | 55.4 | +590 | 85 | 173.2 |
| BiotechnologyIBB | 9.1 | 188.33 | +0.10% | -5.0% | 54.7 | -26 | 59 | 48.3 |
| Real Estate SelectXLRE | 8.7 | 45.76 | -0.41% | -0.4% | 60.7 | +371 | 92 | 190.6 |
| Materials SelectXLB | 8.7 | 51.39 | +0.25% | -4.2% | 54.1 | +433 | 83 | 169.0 |
| Global HealthcareIXJ | 3.9 | 100.50 | +0.61% | -1.2% | 61.0 | +5 | 47 | 38.5 |
| Global EnergyIXC | 2.7 | 54.18 | -2.38% | -7.0% | 58.5 | +491 | 98 | 50.1 |
| Global IndustrialsEXI | 1.4 | 198.23 | +0.25% | -2.4% | 54.5 | -38 | 9 | 7.3 |
| Global FinancialsIXG | 0.6 | 132.49 | +1.17% | +0.0% | 66.5 | -36 | 19 | 4.5 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 131.0 | 374.63 | +0.73% | -24.5% | 47.2 | -1,271 | 21 | 349.7 |
| Roundhill MemoryDRAM | 25.5 | 52.43 | -1.45% | -35.0% | 40.2 | +9,802 | 90 | 487.0 |
| Gold MinersGDX | 22.9 | 75.73 | +0.66% | -34.6% | 48.4 | +77 | 69 | 302.4 |
| Copper MinersCOPX | 7.2 | 77.90 | +0.23% | -18.6% | 49.3 | -108 | 11 | 92.0 |
| Global X Defense TechSHLD | 6.9 | 63.85 | +1.33% | -18.2% | 60.5 | -478 | 0 | 108.8 |
| UraniumURA | 6.1 | 40.32 | +1.08% | -34.8% | 40.6 | +492 | 98 | 150.4 |
| China InternetKWEB | 5.0 | 27.00 | +2.70% | -37.1% | 56.2 | -428 | 11 | 186.7 |
| Robotics & AIBOTZ | 3.6 | 34.34 | +1.51% | -17.5% | 37.6 | +385 | 100 | 104.0 |
| Global Clean EnergyICLN | 2.9 | 17.81 | +0.17% | -25.0% | 33.0 | +349 | 98 | 163.6 |
| ROBO Global RoboticsROBO | 2.1 | 78.58 | +0.96% | -13.0% | 41.4 | +178 | 100 | 26.3 |
| Lithium & BatteryLIT | 1.8 | 68.63 | +1.21% | -25.1% | 35.1 | +242 | 94 | 26.1 |
| Tema Space InnovatorsNASA | — | 22.45 | +1.40% | -46.4% | 31.7 | -238 | 29 | — |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 398.7 | 72.46 | +0.21% | -3.6% | 40.3 | +5,045 | 100 | 5,502.2 |
| Total Intl BondBNDX | 123.6 | 47.92 | +0.25% | -4.0% | 46.0 | +870 | 62 | 2,579.2 |
| 0-3M TreasurySGOV | 95.9 | 100.65 | +0.01% | -0.1% | 65.3 | -124 | 4 | 952.8 |
| 10-20Y TreasuryTLH | 11.3 | 97.78 | +0.48% | -7.2% | 40.5 | +367 | 86 | 115.6 |
Commentary
Here is the Monday 27 July 2026 ETF Flow Briefing:
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## ETF Flow Briefing — Monday, 27 July 2026
---
### 1. Tape
Risk appetite is bifurcated: EM and semis/AI-adjacent funds are absorbing massive inflows, while broad US equity (SPY flat, QQQ slightly red) and LatAm are being distributed. Fixed income is a safe-haven destination today, with BND posting record-percentile creations — consistent with some equity caution beneath the surface.
---
### 2. Strongest Creations
- EWY (Korea, p100) +$4,956m — Blowout institutional buying of Korean equities despite a -1.08% session; pairs with EWT (Taiwan, p100) +$1,038m. Flows are front-running AI/semis hardware leverage in NE Asia, not chasing price.
- SMH (Semis, p100) +$12,424m — Even with a -2.25% price dip, semis absorbed the highest-percentile sector creation on the board. Dip-buyers are treating the pullback as entry, not exit.
- QQQ (p100) +$30,722m — Generational-scale creation into Nasdaq 100 despite a negative day. Positioning is aggressive and non-reactive to price — this is structural allocation, not momentum.
---
### 3. Heaviest Redemptions
- SHLD (Defense, p0) -$478m — Worst-ever percentile redemption for this fund. Profit-taking or rotation out of defense after a strong run; ironic given new defense ETF launches this week (see §6).
- EWZ (Brazil, p5) -$396m — Near-record LatAm exit; ILF also at p13. EM bulls are concentrating in Asia, abandoning LatAm entirely.
- EWS (Singapore, p4) -$61m — Quiet but historically extreme outflow for the ASEAN proxy; signals selective EM rotation away from developed-EM hybrids toward pure plays.
---
### 4. Overbought / Oversold
- XLF RSI 68 — Approaching overbought; financials creations also strong (p90). Watch for fade if rates back off.
- ICLN RSI 33 / LIT RSI 35 / NASA RSI 32 — Clean energy, lithium, and space/innovation funds are all near or at oversold, despite positive flows into ICLN (p98) and LIT (p94). Price weakness is not deterring buyers — a potential coiled-spring setup.
- SGOV RSI 65 — Not a meaningful signal for an ultra-short Treasury fund; disregard.
---
### 5. Theme of the Day
AI hardware corridor (semis → Korea → Taiwan → robotics) is the dominant flow story. SMH (p100), EWY (p100), EWT (p100), BOTZ (p100), and ROBO (p100) are all simultaneously at their highest-ever creation percentiles. Money is rotating from broad US growth (VUG p7, SPY p40) into precision AI-infrastructure bets across geographies — a coordinated "picks and shovels" trade with global legs.
---
### 6. New ETF Launches
Three funds in the robotics/defense/space space arrived this week.
The VistaShares Defense Supercycle ETF (AMMO) launched under a prospectus dated July 12, 2026.
It listed alongside two sister funds: a space-themed ETF (GALX) and a robotics-themed ETF (RTOO).
Separately,
Defiance ETFs launched the Defiance AI Hyperscale Leaders ETF (NASDAQ: AIHY) on July 21, 2026, billed as the world's first ETF designed to provide exposure to leading AI hyperscalers.
The fund targets companies building the compute backbone of AI — spanning cloud platforms, data centers, semiconductors, and AI-related software.
The AIHY launch directly overlaps with the SMH/QQQ mega-flows on today's tape.
---
### 7. Watchlist
Watch XLF (RSI 68, p90 creations) into tomorrow — financials are the one sector flashing both overbought momentum *and* strong conviction buying simultaneously. Any disappointment in bank earnings guidance or a rates wobble could trigger a sharp reversal; confirmation of the bid would instead signal a genuine sector rotation out of tech and into value cyclicals.