ETF Flow Monitor

Monday, 24 August 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	793.0	763.47	-0.29%	-1.9%	52.1	-14,215	6	1,038.6
Nasdaq 100QQQ	448.3	706.32	-1.00%	-5.3%	46.3	-58,906	0	634.7
Vanguard GrowthVUG	224.0	86.93	-0.65%	-3.7%	47.9	-926	5	2,576.5†
Vanguard ValueVTV	193.6	226.70	+0.13%	-0.4%	62.9	+110	21	854.1†
Vanguard Small-CapVB	81.9	302.90	-0.61%	-2.1%	51.0	+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	31.1	92.61	-0.12%	-0.1%	62.5	-238	22	336.2†
MSCI EMEEM	28.7	66.11	-1.50%	-7.2%	51.6	-2,951	0	434.4
MSCI KoreaEWY	23.8	173.64	-2.64%	-20.8%	50.3	-2,639	0	136.9
MSCI JapanEWJ	21.7	94.84	-0.36%	-3.7%	50.4	-1,556	0	228.5
MSCI TaiwanEWT	10.2	103.33	-0.93%	-7.4%	51.3	-1,604	0	98.7
MSCI BrazilEWZ	9.3	35.17	+0.31%	-15.7%	52.5	+358	89	264.3
MSCI IndiaINDA	6.5	49.35	-0.58%	-10.7%	47.0	-550	5	132.1
MSCI ChinaMCHI	6.2	54.93	-1.31%	-18.0%	49.8	+134	70	112.7
Latin America 40ILF	3.9	34.77	+0.26%	-8.7%	56.5	+94	78	110.8
MSCI MexicoEWW	2.0	77.15	-0.30%	-5.0%	56.6	+74	77	25.3
MSCI AustraliaEWA	1.4	30.06	-0.27%	-1.2%	58.9	-122	5	46.6
MSCI SingaporeEWS	1.1	33.74	-0.09%	-0.5%	65.0	+64	96	31.1
MSCI IndonesiaEIDO	0.5	12.65	-0.94%	-34.2%	53.8	+61	95	37.6
MSCI ThailandTHD	0.4	73.47	-1.73%	-2.1%	52.3	+1	66	4.9
MSCI MalaysiaEWM	0.3	28.60	-0.21%	-6.0%	60.9	-12	16	11.3
MSCI PhilippinesEPHE	0.1	25.24	+0.04%	-11.0%	44.9	+13	93	5.6

US & Global Sectors 17 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
Technology SelectXLK	117.5	180.05	-1.78%	-9.2%	44.4	-371	22	652.7
VanEck SemiconductorSMH	66.4	546.80	-2.43%	-18.3%	41.5	-9,704	0	121.5
Financials SelectXLF	56.8	58.22	+1.29%	-0.1%	61.4	-1,064	26	975.4
Health Care SelectXLV	45.2	174.70	+0.05%	-0.6%	68.7	-490	24	258.9
Energy SelectXLE	41.5	63.11	-0.83%	-1.0%	67.3	-332	46	658.2
Industrials SelectXLI	33.2	179.00	-0.69%	-4.0%	40.1	+587	82	185.5
Cons Disc SelectXLY	23.2	118.30	+0.24%	-5.0%	54.6	+405	78	196.4
Comm Svcs SelectXLC	22.6	112.32	+0.83%	-6.5%	55.5	-292	21	201.1
Utilities SelectXLU	22.2	43.22	+1.05%	-9.4%	38.9	-1	42	514.3
Cons Staples SelectXLP	15.1	87.45	+1.70%	-2.8%	60.4	-7	49	173.1
BiotechnologyIBB	9.2	212.53	-0.48%	-2.0%	69.0	-1,069	0	43.1
Materials SelectXLB	8.9	53.58	+0.07%	-0.1%	61.5	-164	35	165.7
Real Estate SelectXLRE	8.5	45.33	+0.55%	-1.5%	55.1	-139	12	187.5
Global HealthcareIXJ	4.1	106.80	-0.05%	-0.5%	67.9	-30	27	38.3
Global EnergyIXC	2.8	57.91	-0.96%	-1.1%	65.2	-64	22	48.9†
Global IndustrialsEXI	1.4	200.29	-0.43%	-3.2%	46.9	-35	10	7.1
Global FinancialsIXG	0.7	134.14	+0.53%	-0.7%	57.7	+95	95	5.2

Thematics 12 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
SPDR GoldGLD	131.3	426.69	+0.79%	-14.0%	72.4	-16,940	0	307.8
Roundhill MemoryDRAM	23.1	54.28	-5.89%	-32.8%	47.8	-4,082	4	425.7
Gold MinersGDX	22.8	103.54	+0.69%	-10.6%	75.8	-7,502	0	220.3
Copper MinersCOPX	7.3	94.53	-0.06%	-1.2%	69.7	-1,292	0	77.6
Global X Defense TechSHLD	6.9	66.02	-1.59%	-15.4%	47.3	-306	4	104.4
China InternetKWEB	5.5	26.25	-1.54%	-38.9%	40.2	+636	86	209.5
UraniumURA	5.4	45.69	-0.82%	-26.1%	58.1	-1,414	0	118.2
Robotics & AIBOTZ	3.2	35.25	-2.19%	-15.3%	40.1	-443	0	91.9
Global Clean EnergyICLN	2.3	17.43	-0.91%	-26.6%	37.2	-596	0	131.1
ROBO Global RoboticsROBO	2.0	79.97	-1.48%	-11.5%	42.1	-155	0	24.5
Lithium & BatteryLIT	1.5	77.03	+0.55%	-15.9%	61.9	-472	0	19.7
Tema Space InnovatorsNASA	—	23.60	-4.22%	-43.7%	42.1	+91	45	—

Fixed Income 4 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
Total BondBND	397.4	72.37	+0.19%	-3.7%	48.4	-767	1	5,491.8
Total Intl BondBNDX	122.6	47.68	+0.06%	-4.5%	43.2	-385	2	2,571.3
0-3M TreasurySGOV	100.0	100.64	+0.01%	-0.1%	62.8	+4,059	92	993.2
10-20Y TreasuryTLH	10.9	97.14	+0.47%	-7.8%	48.9	-352	7	112.0

Commentary

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## ETF Flow Briefing — Monday 24 August 2026

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1. Tape
Tech and semis dragged US equities lower (QQQ −1.0%, SMH −2.4%), while defensives and staples quietly outperformed. Internationally, the EM complex was the day's weakest block — Korea, Taiwan and broad EM all fell hard — though ASEAN and LatAm bucked the trend with modest green.

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2. Strongest Creations *(by flow percentile)*

- EWS MSCI Singapore (+$64m, p96): Highest-ranked inflow in the whole dataset. Quiet rotation into a small-cap defensive EM proxy with RSI 65 — not yet stretched.
- EIDO MSCI Indonesia (+$61m, p95): Paired with EWS, ASEAN is absorbing capital fleeing North Asian tech exposure. EPHE Philippines (p93) confirms the ASEAN bid.
- IXG Global Financials (+$95m, p95): Sector financials globally are the one area seeing genuine conviction — likely benefiting from a steeper rate curve and rotation out of growth.

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3. Heaviest Redemptions *(by flow percentile)*

- QQQ Nasdaq 100 (−$58.9bn, p0): Historically worst-ever 20-day outflow. The market's biggest liquidity vehicle is being aggressively unwound — risk-off signal #1.
- GLD SPDR Gold (−$16.9bn, p0) & GDX Gold Miners (−$7.5bn, p0): Gold up +0.79%, RSI 72 — yet redemptions are at all-time lows. Smart money trimming a crowded winner into strength.
- SMH VanEck Semis (−$9.7bn, p0): Semis flows at historic lows alongside a −2.43% day. Structural derisking, not just a hedge.

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4. Overbought / Oversold

- Overbought (RSI >70): GLD (72), GDX (76), COPX (70). Gold complex fully extended.
- Near overbought: XLV (69), IBB (69) — healthcare at the highs even as money exits.
- Oversold (RSI <30): None officially, but XLU (39), XLI (40), SMH (42), BOTZ/ROBO (40/42), ICLN (37) are approaching oversold territory.

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5. Theme of the Day
Sell winners into strength, flee tech. Gold overbought yet seeing record redemptions — longs cashing out at all-time highs. Simultaneously, QQQ, SMH, DRAM, BOTZ and ROBO all sit at p0 outflows. Capital is migrating to ASEAN single-countries (EWS, EIDO, EPHE) and global financials (IXG). The message: de-risk the AI/semi trade, rotate to yield and non-China EM.

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6. New ETF Launches

Several relevant filings this week:
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Harbor ETF Trust registered five new AI lab ecosystem ETFs covering Anthropic, Google DeepMind, Meta AI, OpenAI, and SpaceX AI.

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BlackRock's iShares Future Robotics and Related Technologies Active ETF has had its effectiveness delayed until September 10, 2026.

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Amplify filed an updated prospectus for its Amplify Top 10™ Robotics ETF.

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EMQQ Global launched EMXETF, a new ETF brand focused on AI opportunities across Emerging Markets.

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Tradr ETFs launched three new leveraged single-stock semiconductor ETFs, including first-to-market funds on MRAM and SITM.

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Defiance filed a registration for a China Robotics ETF with the SEC.

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7. Watchlist
Watch whether QQQ gap-fills on the open or extends lows — at a historically extreme p0 redemption pace, any stabilization in semis (SMH) or a relief bounce in EWY/EWT could signal a short-term reversal. If both remain offered, the ASEAN/LatAm rotation deepens.

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