ETF Flow Monitor
Monday, 28 September 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 | 805.9 | 765.61 | -0.74% | -1.6% | 49.8 | +10,555 | 84 | 1,052.6 |
| Nasdaq 100QQQ | 483.7 | 736.53 | -1.07% | -1.5% | 57.6 | +15,139 | 98 | 656.8 |
| Vanguard GrowthVUG | 231.7 | 90.04 | -0.99% | -1.2% | 57.0 | -323 | 11 | 2,572.8† |
| Vanguard ValueVTV | 186.7 | 218.38 | -1.10% | -4.0% | 33.4 | +208 | 26 | 855.1† |
| Vanguard Small-CapVB | 77.3 | 286.54 | -1.09% | -7.4% | 31.9 | -112 | 19 | 269.9† |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| MSCI EMEEM | 30.8 | 67.20 | -1.15% | -5.6% | 49.8 | +1,645 | 94 | 459.1 |
| FTSE EuropeVGK | 30.0 | 88.38 | -0.28% | -5.2% | 36.4 | +246 | 68 | 338.9† |
| MSCI KoreaEWY | 27.2 | 183.58 | -1.92% | -16.2% | 51.1 | +1,964 | 97 | 148.1 |
| MSCI JapanEWJ | 22.4 | 96.83 | -1.12% | -2.0% | 51.0 | +297 | 76 | 231.7 |
| MSCI TaiwanEWT | 11.7 | 114.17 | -0.53% | -1.3% | 59.7 | +412 | 93 | 102.4 |
| MSCI BrazilEWZ | 8.0 | 36.21 | -1.66% | -13.2% | 44.9 | -1,602 | 1 | 222.0 |
| MSCI IndiaINDA | 6.6 | 47.09 | -1.61% | -14.8% | 30.0 | +434 | 92 | 141.0 |
| MSCI ChinaMCHI | 6.3 | 52.54 | -0.15% | -21.6% | 36.8 | +399 | 86 | 120.2 |
| Latin America 40ILF | 3.8 | 34.18 | -1.64% | -10.3% | 39.4 | +6 | 47 | 111.1 |
| MSCI MexicoEWW | 1.8 | 72.37 | -1.32% | -10.9% | 34.7 | -42 | 39 | 24.8 |
| MSCI AustraliaEWA | 1.3 | 28.50 | +0.25% | -6.3% | 36.1 | +5 | 68 | 46.9 |
| MSCI SingaporeEWS | 1.3 | 33.56 | +0.09% | -2.9% | 51.0 | +210 | 100 | 37.3 |
| MSCI IndonesiaEIDO | 0.5 | 11.87 | -1.08% | -38.2% | 34.6 | +53 | 91 | 41.9 |
| MSCI ThailandTHD | 0.3 | 72.52 | -1.37% | -3.4% | 44.3 | -14 | 21 | 4.7 |
| MSCI MalaysiaEWM | 0.3 | 27.67 | -0.57% | -9.0% | 43.0 | +10 | 83 | 11.7 |
| MSCI PhilippinesEPHE | 0.1 | 23.11 | -1.03% | -18.5% | 31.7 | +19 | 95 | 6.4 |
US & Global Sectors 17 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Technology SelectXLK | 126.6 | 194.53 | -0.89% | -1.9% | 59.9 | -299 | 27 | 651.0 |
| VanEck SemiconductorSMH | 67.1 | 600.01 | -1.08% | -10.3% | 57.6 | -5,849 | 1 | 111.8 |
| Financials SelectXLF | 51.6 | 54.19 | -1.19% | -7.5% | 30.3 | -1,408 | 20 | 951.6 |
| Health Care SelectXLV | 44.1 | 171.26 | +0.33% | -2.5% | 56.7 | -280 | 36 | 257.3 |
| Energy SelectXLE | 40.2 | 62.10 | +0.10% | -4.9% | 46.4 | -688 | 26 | 647.1 |
| Industrials SelectXLI | 30.3 | 168.78 | -0.97% | -9.5% | 33.6 | -1,041 | 2 | 179.4 |
| Comm Svcs SelectXLC | 22.6 | 111.18 | -1.58% | -7.4% | 46.4 | +270 | 75 | 203.5 |
| Cons Disc SelectXLY | 21.5 | 109.00 | -1.41% | -12.5% | 30.7 | +36 | 54 | 196.9 |
| Utilities SelectXLU | 20.9 | 39.25 | -0.66% | -17.8% | 21.6 | +722 | 88 | 532.3 |
| Cons Staples SelectXLP | 13.9 | 82.28 | +0.27% | -8.6% | 40.8 | -358 | 28 | 168.9 |
| BiotechnologyIBB | 10.5 | 210.71 | +0.45% | -2.9% | 56.9 | +1,428 | 100 | 49.9 |
| Materials SelectXLB | 7.9 | 49.47 | -0.66% | -7.8% | 34.3 | -317 | 21 | 159.4 |
| Real Estate SelectXLRE | 7.7 | 41.35 | -0.51% | -10.1% | 22.8 | -92 | 19 | 185.4 |
| Global HealthcareIXJ | 4.3 | 104.11 | +0.22% | -3.1% | 54.0 | +302 | 98 | 41.2 |
| Global EnergyIXC | 2.9 | 57.67 | +0.40% | -3.7% | 49.8 | +123 | 88 | 51.0 |
| Global IndustrialsEXI | 1.4 | 191.36 | -1.09% | -7.5% | 39.2 | +60 | 89 | 7.4 |
| Global FinancialsIXG | 0.7 | 129.15 | -0.81% | -5.7% | 37.8 | +23 | 84 | 5.4 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 146.8 | 377.91 | -3.94% | -23.8% | 36.0 | +32,755 | 100 | 388.6 |
| Gold MinersGDX | 28.9 | 87.89 | -5.36% | -24.1% | 40.3 | +3,773 | 100 | 328.9 |
| Roundhill MemoryDRAM | 25.1 | 59.70 | -3.57% | -26.0% | 52.0 | -548 | 21 | 420.2 |
| Copper MinersCOPX | 8.3 | 85.26 | -1.69% | -11.6% | 43.4 | +1,747 | 100 | 97.4 |
| Global X Defense TechSHLD | 7.2 | 60.82 | -1.04% | -22.0% | 32.6 | +849 | 92 | 117.8 |
| UraniumURA | 6.3 | 40.13 | -1.91% | -35.1% | 36.6 | +1,672 | 100 | 156.9 |
| China InternetKWEB | 5.1 | 24.66 | +0.33% | -42.6% | 37.4 | -60 | 38 | 207.6 |
| Robotics & AIBOTZ | 3.4 | 35.13 | -0.76% | -15.6% | 45.1 | +183 | 96 | 97.1 |
| Global Clean EnergyICLN | 2.1 | 16.81 | -2.44% | -29.2% | 37.1 | -85 | 23 | 126.6 |
| ROBO Global RoboticsROBO | 2.0 | 80.38 | -0.84% | -11.0% | 49.7 | +74 | 93 | 25.4 |
| Lithium & BatteryLIT | 1.6 | 68.28 | -1.07% | -25.5% | 31.7 | +301 | 96 | 23.8 |
| Tema Space InnovatorsNASA | — | 24.23 | -1.26% | -42.2% | 50.6 | acc 101/21 | — | — |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 396.9 | 70.28 | -0.50% | -6.5% | 25.2 | +11,033 | 100 | 5,646.8 |
| Total Intl BondBNDX | 122.8 | 46.84 | -0.21% | -6.2% | 33.9 | +2,338 | 99 | 2,620.9 |
| 0-3M TreasurySGOV | 106.0 | 100.67 | +0.01% | -0.0% | 64.6 | +5,985 | 97 | 1,052.8 |
| 10-20Y TreasuryTLH | 11.0 | 92.75 | -0.67% | -12.0% | 25.5 | +578 | 90 | 118.2 |
Commentary
Here is the full briefing for Monday, 28 September 2026:
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## Cross-Asset ETF Flow Briefing — 28 September 2026
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1. Tape
Equities sold off broadly — US large-caps, EM, and most sectors in the red — while defensives (healthcare, staples, utilities) and global energy eked out small gains. Safe-haven bond demand was firm, with BND and BNDX drawing record/near-record 20-day inflows even as long-duration Treasuries (TLH) dipped in price, pointing to a late-cycle rotation into quality fixed income over risk assets.
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2. Strongest Creations
- GLD / GDX (p100 each): Gold and miners are the standout story. GLD hoovered up $32.8bn in 20 sessions, an all-time percentile high, even as spot fell 3.9% today — institutional buyers are still loading physical proxies on dips.
- EWY — MSCI Korea (p97): $1.96bn in despite a –1.9% down-day. Korea tracks semis and AI hardware exports; money is rotating into beaten-down NE Asia tech.
- QQQ — Nasdaq 100 (p98): $15.1bn net creation. Dip-buyers are firmly committed to US mega-cap growth even with the index off 1.1%.
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3. Heaviest Redemptions
- SMH — VanEck Semis (p1): –$5.85bn, a historic redemption rank. Investors are dumping the sector wrapper while selectively buying Korea country funds — a precision rotation, not a semi exit.
- EWZ — MSCI Brazil (p1): –$1.60bn. LatAm risk-off is concentrated in Brazil; EWW (Mexico) also mildly negative. Oil price stress and a strong dollar are likely culprits.
- XLI — Industrials Select (p2): –$1.04bn. Domestic industrial capex narratives are losing ground despite strong creations in global industrials (EXI p89).
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4. Overbought / Oversold
- XLU RSI 22 / XLRE RSI 23: Both rate-sensitive sectors deeply oversold — rising long-end yields are the driver. Contrarian snap-back risk is high if rates stabilize.
- XLF RSI 30: Financials at the oversold threshold; –$1.4bn in outflows confirms the sell-off isn't done yet.
- VTV RSI 33 / VB RSI 32: Value and small-cap both washed out, consistent with a risk-off tilt toward quality and duration.
- TLH RSI 26 / BND RSI 25: Bond prices oversold on a 14-day basis even as dollar flows into them surge — a classic "buying the pain" setup in fixed income.
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5. Theme of the Day
Hard-asset safe havens vs. paper risk. GLD, GDX, COPX, and URA are all at p100 for 20-day inflows, suggesting a broad commodity-monetary hedge being built simultaneously. The same capital is exiting US semis (SMH p1 outflows), domestic industrials, and Brazil — rotating out of growth/cyclical risk and into real assets and short-duration cash (SGOV p97). This isn't a single commodity bet; it's a macro hedge against dollar debasement or geopolitical tail risk.
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6. New ETF Launches
Defiance received Cboe approval for the Defiance Robotics Actuators ETF, certified for listing in September 2026.
BlackRock's iShares Future Robotics and Related Technologies Active ETF had its effectiveness delayed until October 9, 2026.
The T-REX 2X Long Anduril Daily Target ETF (defense/robotics) is set to go effective October 2, 2026.
On the infrastructure/energy side, Westwood Salient Enhanced Power and Infrastructure ETF (PWRX) — investing in power, energy, and infrastructure companies — became the first newly created ETF launched on the Texas Stock Exchange.
Recent weeks also saw
the T. Rowe Price Biotech ETF (TDNA) and the 800VDC AI Datacenter Ecosystem ETF (HUMM) list.
The pipeline leans heavily into robotics, defense, and AI infrastructure — squarely confirming thematic flow trends in today's data.
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7. Watchlist
Watch TLH and BND at the open. RSI sub-26 on both with near-record inflows is a rare combination — if tomorrow's macro data (jobs, Fed speakers) doesn't deliver another hawkish shock, a sharp bond price rebound is the highest-probability single-day mean-reversion trade on the board. A rally there would also read as a green light for XLRE and XLU.