ETF Flow Monitor

Friday, 31 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

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
SPDR S&P 500SPY	786.8	747.03	+0.72%	-1.7%	53.0	+2,765	57	1,053.3
Nasdaq 100QQQ	493.3	687.99	+0.65%	-7.8%	44.8	+29,337	100	717.0
Vanguard GrowthVUG	220.4	85.20	+1.10%	-5.6%	50.5	-1	16	2,586.8†
Vanguard ValueVTV	187.8	219.95	-0.27%	-1.4%	54.3	+8	18	853.6†
Vanguard Small-CapVB	79.5	295.14	-0.22%	-2.6%	48.3	-4	27	269.2†

International 16 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
FTSE EuropeVGK	30.7	90.59	-0.44%	-0.4%	59.5	-0	37	338.8†
MSCI EMEEM	30.6	64.09	+0.79%	-10.0%	46.9	+2,149	97	476.7
MSCI KoreaEWY	23.8	157.10	-2.55%	-28.3%	41.5	+5,264	100	151.8
MSCI JapanEWJ	22.1	92.39	-0.96%	-4.7%	50.8	+53	56	239.2
MSCI TaiwanEWT	11.5	96.55	+2.71%	-13.4%	45.6	+1,525	100	118.6
MSCI BrazilEWZ	9.1	36.65	+0.33%	-12.2%	59.4	-428	3	248.2
MSCI IndiaINDA	6.9	49.80	+0.20%	-9.9%	58.9	-73	24	138.3
MSCI ChinaMCHI	5.9	55.80	+0.54%	-16.7%	65.4	-487	2	106.1
Latin America 40ILF	3.7	35.37	-0.03%	-7.2%	58.7	-137	8	105.7
MSCI MexicoEWW	1.8	76.81	-0.39%	-5.4%	54.3	-76	27	23.8
MSCI AustraliaEWA	1.4	29.34	-1.61%	-3.0%	57.8	-42	34	48.8
MSCI SingaporeEWS	0.9	32.28	-0.40%	-0.4%	66.0	-83	1	28.4
MSCI IndonesiaEIDO	0.4	12.37	+0.00%	-35.6%	52.9	-40	7	32.5
MSCI ThailandTHD	0.4	73.04	+1.25%	-2.7%	54.6	-2	48	4.9
MSCI MalaysiaEWM	0.3	28.08	-0.64%	-7.7%	55.1	+12	84	11.5
MSCI PhilippinesEPHE	0.1	25.56	-0.51%	-9.9%	56.1	-6	16	5.0

US & Global Sectors 17 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
Technology SelectXLK	115.4	175.35	-0.22%	-11.5%	46.0	+1,328	95	657.9
VanEck SemiconductorSMH	77.4	540.53	+0.30%	-19.2%	42.3	+15,203	100	143.3
Financials SelectXLF	57.6	56.94	-0.11%	-1.1%	62.4	+2,827	94	1,010.7
Health Care SelectXLV	41.9	162.55	-0.59%	-2.8%	55.5	+50	55	257.6
Energy SelectXLE	39.0	59.55	+1.00%	-4.8%	63.3	-542	34	655.7
Industrials SelectXLI	32.8	179.84	+0.81%	-3.1%	49.8	-494	19	182.4†
Utilities SelectXLU	22.9	44.35	-0.69%	-7.1%	40.1	-41	39	516.8
Cons Disc SelectXLY	22.5	116.09	+3.29%	-6.8%	54.4	-0	52	193.8
Comm Svcs SelectXLC	21.8	108.24	+1.56%	-9.9%	46.2	-1,103	3	201.3
Cons Staples SelectXLP	14.9	85.05	-0.49%	-5.5%	51.5	+639	86	175.0
BiotechnologyIBB	8.9	186.41	-1.87%	-6.0%	49.3	-117	40	47.8
Real Estate SelectXLRE	8.6	45.07	-0.51%	-2.0%	50.4	+227	81	191.0
Materials SelectXLB	8.3	50.43	-2.34%	-5.9%	45.6	+200	69	163.9
Global HealthcareIXJ	3.8	100.26	-0.97%	-2.5%	55.1	-275	2	38.0
Global EnergyIXC	2.8	55.73	+0.63%	-4.3%	64.6	+513	98	50.1†
Global IndustrialsEXI	1.4	198.26	+0.52%	-2.4%	53.8	+24	74	7.3
Global FinancialsIXG	0.6	133.00	-0.14%	-0.1%	63.4	-40	18	4.4

Thematics 12 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
SPDR GoldGLD	128.1	371.54	-1.49%	-25.1%	45.8	-2,888	5	344.8
Roundhill MemoryDRAM	24.9	50.37	-3.76%	-37.6%	42.1	+7,098	52	495.0
Gold MinersGDX	22.0	74.10	-3.49%	-36.0%	46.0	-587	8	296.3
Copper MinersCOPX	7.1	78.86	-0.81%	-17.6%	51.6	-276	4	90.0
Global X Defense TechSHLD	6.9	63.25	+0.76%	-18.9%	55.8	-323	2	109.2
UraniumURA	5.9	39.07	-1.64%	-36.8%	40.6	+507	98	151.0
China InternetKWEB	5.0	28.49	+1.53%	-33.7%	67.0	-651	7	174.9
Robotics & AIBOTZ	3.5	35.22	+0.92%	-15.4%	47.0	+267	98	100.8
Global Clean EnergyICLN	2.9	17.55	-0.68%	-26.1%	37.0	+479	99	164.6
ROBO Global RoboticsROBO	2.1	79.25	+0.85%	-12.3%	46.8	+156	99	26.1
Lithium & BatteryLIT	1.8	69.22	-0.85%	-24.4%	41.5	+188	92	25.4
Tema Space InnovatorsNASA	1.6	21.62	+0.09%	-48.4%	33.3	-48	33	73.5

Fixed Income 4 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
Total BondBND	396.8	72.23	-0.26%	-3.9%	37.5	+3,871	99	5,493.8
Total Intl BondBNDX	123.0	47.77	-0.23%	-4.3%	41.7	+601	41	2,574.9
0-3M TreasurySGOV	95.9	100.71	+0.02%	-0.0%	72.2	-608	1	952.4
10-20Y TreasuryTLH	11.2	96.54	-0.57%	-8.4%	33.3	+351	84	115.9

Commentary

Here is today's briefing for Friday, 31 July 2026:

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## Cross-Asset ETF Flow Briefing — 31 Jul 2026

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1. Tape
US equities are a growth/mega-cap story: QQQ pulled a historic 20-day creation at p100, yet small-cap and value barely registered a pulse. International flows are bifurcating sharply — EM ex-China surging while China, LatAm, and Southeast Asia bleed; fixed income is defensive, with heavy broad-bond inflows signalling some risk-hedging beneath the equity surface.

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2. Strongest Creations

- EWY (Korea, p100 / +$5.26bn): All-time-high creation rank despite a –2.55% session — classic buy-the-dip, likely tied to HBM/semiconductor supply-chain positioning alongside SMH.
- SMH (Semis, p100 / +$15.2bn): Dominant.
Fund flows indicate increased interest in semiconductor and memory companies, especially those tied to the buildout of AI infrastructure.
Institutions are not waiting for a pullback.
- QQQ (Nasdaq 100, p100 / +$29.3bn): Enormous. Widest creation in this fund's own history — momentum chasers and systematic re-risking in tandem.

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3. Heaviest Redemptions

- EWS (Singapore, p1 / –$83m): Near-record outflow on a flat tape — ASEAN rotation is clearly running through Malaysia (p84) and away from Singapore.
- MCHI (China, p2 / –$487m): Investors are selling the onshore wrapper even as KWEB (China Internet) stays bid — a quality/liquidity rotation, not a China exit.
- IXJ (Global Healthcare, p2 / –$275m): Hard redemption despite a mid-50s RSI; paired with IBB weakness (–1.87%), the sector is being actively trimmed.

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4. Overbought / Oversold

- SGOV (RSI 72): Technically overbought, but RSI on a 0–3M Treasury fund is not a meaningful momentum signal — this reflects cash parking, not trend.
- TLH (RSI 33): Approaching oversold territory despite strong p84 inflows — duration is being bought into price weakness, a bond-bull tell.
- ICLN (RSI 37): Nearing oversold with p99 creations — contrarian accumulation in clean energy at multi-month lows.
- XLU (RSI 40): Utilities weak and slipping toward oversold.
- NASA (RSI 33): Space theme oversold with moderate outflows — neglected corner of the thematic universe.

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5. Theme of the Day
AI/Semiconductor infrastructure is the only consensus trade. SMH (p100), QQQ (p100), EWY (p100), and EWT (p100) all hit max creation ranks simultaneously. Korea and Taiwan are being bought as pure-play semi proxies — EWY despite a –2.55% day and EWT up +2.71%. BOTZ and ROBO (robotics, p98/p99) confirm the automation angle. This is a coordinated, multi-vehicle AI infrastructure accumulation, not a coincidence.

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6. New ETF Launches

A Defiance AI Powered ETF filed an updated SEC registration statement dated July 29, 2026,
squarely overlapping the AI/semi theme dominating flows this week.
It was otherwise a slower week of ETF launches in the US as the summer holiday period began.
No new launches in defense, gold, uranium, copper, lithium, EM, or fixed-income themes were identified for the July 25–31 window.

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7. Watchlist
Watch TLH on Monday. Duration is being accumulated at p84 inflows into an RSI-33 price slide — if the bond tape stabilizes or rallies, it confirms a risk-hedging undercurrent that would complicate the pure risk-on equity narrative. A TLH bounce alongside continued SMH/QQQ strength would be a yellow flag for the AI trade's durability.

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*Word count: ~345*

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 01 Aug 2026 06:00 SGT. Market-monitoring tool, not investment advice.