ETF Flow Monitor

Wednesday, 29 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	769.2	729.46	-1.54%	-4.0%	38.6	+6,369	71	1,054.4
Nasdaq 100QQQ	480.1	661.73	-2.04%	-11.3%	31.5	+41,799	100	725.6
Vanguard GrowthVUG	212.3	82.07	-1.51%	-9.1%	34.7	-340	10	2,586.8†
Vanguard ValueVTV	187.6	219.80	-1.43%	-1.4%	54.3	-102	16	853.6†
Vanguard Small-CapVB	78.9	293.00	-1.66%	-3.3%	43.8	-270	15	269.2†

International 16 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
FTSE EuropeVGK	30.1	88.86	-0.41%	-1.8%	52.2	+0	37	338.8†
MSCI EMEEM	29.7	61.07	-2.07%	-14.2%	34.0	+2,765	98	486.1
MSCI KoreaEWY	23.3	144.21	-4.78%	-34.2%	31.8	+6,657	100	161.6
MSCI JapanEWJ	22.2	89.35	-0.53%	-7.9%	39.2	+868	95	248.4
MSCI TaiwanEWT	10.6	89.41	-4.83%	-19.8%	32.3	+1,552	100	118.7
MSCI BrazilEWZ	8.9	35.47	-1.61%	-15.0%	50.1	-408	4	251.5
MSCI IndiaINDA	6.8	49.17	-0.43%	-11.1%	53.7	-28	29	139.2
MSCI ChinaMCHI	6.0	55.07	+1.21%	-17.8%	61.4	-369	8	108.2
Latin America 40ILF	3.7	34.30	-1.66%	-10.0%	48.9	-124	9	107.2
MSCI MexicoEWW	1.8	75.57	-1.58%	-7.0%	48.8	-38	41	23.9
MSCI AustraliaEWA	1.4	29.11	-0.72%	-3.8%	57.8	-57	26	49.6
MSCI SingaporeEWS	0.9	32.35	+0.81%	+0.0%	68.1	-74	2	28.7
MSCI IndonesiaEIDO	0.4	12.00	-0.33%	-37.6%	44.4	-28	12	33.3
MSCI ThailandTHD	0.4	71.51	-0.75%	-4.7%	45.6	-1	49	4.9
MSCI MalaysiaEWM	0.3	27.85	-0.54%	-8.4%	51.9	-11	17	11.6
MSCI PhilippinesEPHE	0.1	25.59	-0.23%	-9.8%	57.4	-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	109.1	166.57	-2.64%	-16.0%	33.4	+845	86	655.1
VanEck SemiconductorSMH	73.5	504.22	-4.79%	-24.6%	32.4	+15,803	100	145.8
Financials SelectXLF	57.7	56.68	-1.60%	-1.6%	60.9	+3,389	97	1,017.7
Health Care SelectXLV	42.8	166.24	-0.61%	-0.6%	65.9	+265	66	257.5
Energy SelectXLE	38.9	58.65	+1.88%	-6.3%	59.3	-475	37	662.8
Industrials SelectXLI	32.2	176.66	-3.19%	-4.8%	41.9	-162	40	182.4
Utilities SelectXLU	23.1	44.91	-1.34%	-5.9%	45.1	+259	64	515.5
Comm Svcs SelectXLC	22.3	109.51	-0.15%	-8.8%	48.9	-495	12	203.2
Cons Disc SelectXLY	21.7	111.61	-0.77%	-10.4%	41.4	+214	67	194.4
Cons Staples SelectXLP	14.9	87.36	+0.34%	-2.9%	62.6	+514	81	170.4
BiotechnologyIBB	9.0	188.53	-1.04%	-4.9%	54.1	-30	58	47.7
Real Estate SelectXLRE	8.8	45.96	-0.11%	-0.1%	62.2	+309	88	191.0
Materials SelectXLB	8.7	51.74	-1.15%	-3.5%	55.3	+374	80	168.0
Global HealthcareIXJ	3.8	102.43	-0.41%	-0.4%	65.7	-177	5	37.4
Global EnergyIXC	2.7	54.85	+2.39%	-5.9%	60.8	+506	98	50.1
Global IndustrialsEXI	1.4	193.12	-2.22%	-4.9%	42.0	+23	73	7.3
Global FinancialsIXG	0.6	131.21	-1.49%	-1.5%	59.0	-40	19	4.4

Thematics 12 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
SPDR GoldGLD	130.7	371.08	+0.46%	-25.2%	44.9	-129	49	352.1
Roundhill MemoryDRAM	24.3	44.85	-6.11%	-44.4%	33.5	+10,044	92	542.4
Gold MinersGDX	22.6	73.57	-0.86%	-36.5%	44.0	+267	83	306.6
Copper MinersCOPX	7.1	76.14	-0.50%	-20.4%	46.0	+2	41	93.5
Global X Defense TechSHLD	6.7	62.03	-2.94%	-20.5%	50.4	-508	0	107.3
UraniumURA	5.8	37.52	-3.67%	-39.3%	32.5	+629	100	154.0
China InternetKWEB	5.0	27.80	+1.79%	-35.3%	62.4	-587	8	179.7
Robotics & AIBOTZ	3.5	33.68	-0.88%	-19.1%	34.1	+365	99	103.5
Global Clean EnergyICLN	2.9	16.87	-1.92%	-29.0%	26.9	+500	99	169.1
ROBO Global RoboticsROBO	2.0	75.76	-2.25%	-16.1%	34.5	+186	100	26.4
Lithium & BatteryLIT	1.8	66.74	-0.33%	-27.2%	31.3	+264	95	26.5
Tema Space InnovatorsNASA	1.5	20.54	-6.38%	-51.0%	26.6	-74	32	72.3

Fixed Income 4 ETFs

ETF	AUM $bn	Price $	1d Chg	% 52w Hi	RSI 14d	Flow 20d $m	Pctile	Sh out m
Total BondBND	396.4	72.38	-0.36%	-3.7%	40.1	+2,916	94	5,477.2
Total Intl BondBNDX	122.8	47.81	-0.38%	-4.2%	42.4	+321	20	2,569.0
0-3M TreasurySGOV	95.9	100.68	+0.02%	-0.1%	68.9	+13	20	952.6
10-20Y TreasuryTLH	11.1	97.11	-1.19%	-7.8%	37.1	+225	73	114.5

Commentary

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## Cross-Asset ETF Flow Briefing — Wednesday, 29 July 2026

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### 1. Tape
Risk-off dominates: US tech and semis sold hard (QQQ –2%, SMH –5%), Taiwan and Korea cratered nearly –5%, yet paradoxically attracted record-percentile creations — classic "buy the dip" accumulation rather than exit. Fixed income caught a bid, with BND hitting a 94th-percentile creation print as equity volatility drove flight-to-quality, while China and global energy were the lone bright spots on price.

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### 2. Strongest Creations
- QQQ — p100 (+$41.8bn). Largest 20-day creation on record for the Nasdaq 100 wrapper. Institutional buyers are aggressively accumulating tech weakness, not running from it.
- EWY / EWT — both p100 (+$6.7bn / +$1.6bn). Despite –5% single-day drops in Korea and Taiwan, flows are at all-time-high percentiles; semi-cycle tourists are stepping in hard on the Asia chip complex.
- SMH — p100 (+$15.8bn). Semiconductors absorbing the heaviest dip-buying across the entire universe. Corroborates the EWY/EWT read — this is a coordinated semi re-accumulation.

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### 3. Heaviest Redemptions
- SHLD (Global Defense Tech) — p0. Defense is being actively liquidated at a historically extreme pace despite the narrative tailwind; crowding risk into de-risk.
- EWZ (Brazil) — p4. LatAm outflows intensify; Brazil getting hit by risk-off + commodity softness.
- KWEB (China Internet) — p8. Even with KWEB price up +1.8%, smart money is still distributing; the bounce is being sold.

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### 4. Overbought / Oversold
- Oversold (RSI < 30): SMH (32), QQQ (32), EWY (32), EWT (32), XLK (33), BOTZ (34), ROBO (34), DRAM (34), VUG (35), LIT (31), ICLN (27), NASA (27), URA (32).
- Overbought (RSI > 70): None. EWS (68) and XLV (66) are approaching the zone.

The oversold cluster is almost entirely AI/semi/robotics/clean energy — a theme, not noise.

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### 5. Theme of the Day
Semi-chip complex: brutal price, record bids. SMH (p100), QQQ (p100), EWY (p100), EWT (p100), DRAM (p92), BOBO/ROBO (p99/p100) — every node of the semiconductor-to-robotics chain is seeing all-time-percentile creations *into* 4–6% selloffs. RSI across the group is 27–34. This is coordinated, high-conviction dip accumulation, not panic selling.

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### 6. New ETF Launches

Direxion filed on July 28 for listing of six new "Defined Income Boost" ETFs covering PLTR, GOOGL, META, MU (Micron), NVDA, and TSLA
— all single-stock income/options overlays directly overlapping the AI/semi theme.
Cohen & Steers also filed on July 28 for active ETFs covering real estate, natural resources, and infrastructure.

Earlier this week, Defiance launched the AI Hyperscale Leaders ETF (AIHY), described as the first ETF targeting leading AI hyperscalers.

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### 7. Watchlist
Watch URA (Uranium, p100 flows, RSI 32, –3.7% today): nuclear energy is being accumulated at a record pace into a sharp selloff — if broader risk sentiment stabilizes Thursday, URA is the highest-tension coiled spring on the board.

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 30 Jul 2026 06:00 SGT. Market-monitoring tool, not investment advice.