ETF Flow Monitor
Thursday, 30 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 | 794.3 | 741.69 | +1.68% | -2.4% | 49.2 | +20,610 | 97 | 1,070.9 |
| Nasdaq 100QQQ | 506.3 | 683.55 | +3.30% | -8.4% | 42.8 | +56,256 | 100 | 740.6 |
| Vanguard GrowthVUG | 218.0 | 84.27 | +2.68% | -6.7% | 46.4 | -366 | 10 | 2,586.8† |
| Vanguard ValueVTV | 188.3 | 220.54 | +0.34% | -1.1% | 56.4 | -249 | 13 | 853.6† |
| Vanguard Small-CapVB | 79.6 | 295.80 | +0.96% | -2.4% | 49.6 | -330 | 13 | 269.2† |
International 16 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| MSCI EMEEM | 31.6 | 63.59 | +4.13% | -10.7% | 45.0 | +3,405 | 99 | 496.4 |
| FTSE EuropeVGK | 30.8 | 90.99 | +2.40% | +0.0% | 61.9 | -0 | 37 | 338.8† |
| MSCI KoreaEWY | 27.4 | 161.21 | +11.79% | -26.5% | 43.4 | +7,976 | 100 | 169.7 |
| MSCI JapanEWJ | 23.3 | 93.29 | +4.41% | -3.8% | 53.8 | +1,032 | 96 | 249.7 |
| MSCI TaiwanEWT | 11.7 | 94.00 | +5.13% | -15.7% | 41.3 | +2,105 | 100 | 124.7 |
| MSCI BrazilEWZ | 9.3 | 36.53 | +2.99% | -12.5% | 58.6 | -156 | 14 | 255.6 |
| MSCI IndiaINDA | 6.9 | 49.70 | +1.08% | -10.1% | 58.1 | +1 | 52 | 139.8 |
| MSCI ChinaMCHI | 5.9 | 55.50 | +0.78% | -17.2% | 63.8 | -441 | 4 | 106.9 |
| Latin America 40ILF | 3.9 | 35.38 | +3.15% | -7.1% | 58.8 | -61 | 22 | 109.0 |
| MSCI MexicoEWW | 1.9 | 77.11 | +2.04% | -5.1% | 55.9 | -9 | 51 | 24.3 |
| MSCI AustraliaEWA | 1.5 | 29.82 | +2.44% | -1.5% | 66.0 | -7 | 59 | 50.0 |
| MSCI SingaporeEWS | 0.9 | 32.41 | +0.19% | +0.0% | 68.7 | -82 | 1 | 28.5 |
| MSCI IndonesiaEIDO | 0.4 | 12.37 | +3.08% | -35.6% | 52.9 | -27 | 12 | 33.5 |
| MSCI ThailandTHD | 0.4 | 72.14 | +0.88% | -3.9% | 49.6 | +2 | 67 | 5.0 |
| MSCI MalaysiaEWM | 0.3 | 28.26 | +1.47% | -7.1% | 59.0 | +9 | 78 | 11.6 |
| MSCI PhilippinesEPHE | 0.1 | 25.69 | +0.39% | -9.4% | 58.9 | -6 | 17 | 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 | 175.73 | +5.50% | -11.3% | 46.4 | +1,352 | 95 | 656.9 |
| VanEck SemiconductorSMH | 82.5 | 538.90 | +6.88% | -19.4% | 41.9 | +19,244 | 100 | 153.1 |
| Financials SelectXLF | 58.5 | 57.00 | +0.56% | -1.0% | 63.1 | +3,560 | 98 | 1,026.6 |
| Health Care SelectXLV | 42.0 | 163.52 | -1.64% | -2.2% | 58.1 | +88 | 58 | 257.1 |
| Energy SelectXLE | 38.6 | 58.96 | +0.53% | -5.8% | 60.7 | -941 | 16 | 654.4 |
| Industrials SelectXLI | 32.5 | 178.39 | +0.98% | -3.9% | 46.3 | -33 | 48 | 182.4† |
| Utilities SelectXLU | 23.1 | 44.66 | -0.56% | -6.4% | 42.8 | +282 | 66 | 518.1 |
| Cons Disc SelectXLY | 21.8 | 112.39 | +0.70% | -9.7% | 44.0 | +93 | 58 | 193.8 |
| Comm Svcs SelectXLC | 21.5 | 106.58 | -2.68% | -11.2% | 40.8 | -1,103 | 3 | 202.1 |
| Cons Staples SelectXLP | 15.1 | 85.47 | -2.16% | -5.0% | 53.3 | +1,049 | 95 | 176.3 |
| BiotechnologyIBB | 9.2 | 189.96 | +0.76% | -4.2% | 56.6 | -29 | 58 | 48.2 |
| Real Estate SelectXLRE | 8.7 | 45.30 | -1.44% | -1.5% | 53.1 | +299 | 87 | 192.1 |
| Materials SelectXLB | 8.5 | 51.64 | -0.19% | -3.7% | 54.4 | +166 | 66 | 164.1 |
| Global HealthcareIXJ | 3.8 | 101.24 | -1.16% | -1.6% | 59.6 | -310 | 2 | 37.5 |
| Global EnergyIXC | 2.8 | 55.38 | +0.97% | -4.9% | 63.1 | +513 | 98 | 50.1† |
| Global IndustrialsEXI | 1.5 | 197.24 | +2.13% | -2.9% | 51.7 | +55 | 88 | 7.4 |
| Global FinancialsIXG | 0.6 | 133.19 | +1.51% | +0.0% | 64.2 | -31 | 21 | 4.5 |
Thematics 12 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| SPDR GoldGLD | 132.2 | 377.16 | +1.64% | -23.9% | 50.3 | -736 | 35 | 350.5 |
| Roundhill MemoryDRAM | 30.2 | 52.34 | +16.70% | -35.2% | 44.0 | +11,547 | 94 | 577.7 |
| Gold MinersGDX | 23.7 | 76.78 | +4.36% | -33.7% | 51.5 | +456 | 92 | 309.3 |
| Copper MinersCOPX | 7.5 | 79.50 | +4.41% | -16.9% | 52.9 | +38 | 58 | 94.0 |
| Global X Defense TechSHLD | 6.9 | 62.77 | +1.19% | -19.5% | 53.7 | -268 | 3 | 110.5 |
| UraniumURA | 6.3 | 39.72 | +5.86% | -35.7% | 42.6 | +856 | 100 | 159.8 |
| China InternetKWEB | 5.0 | 28.06 | +0.94% | -34.7% | 64.2 | -676 | 6 | 176.5 |
| Robotics & AIBOTZ | 3.6 | 34.90 | +3.62% | -16.2% | 44.6 | +395 | 100 | 104.4 |
| Global Clean EnergyICLN | 3.0 | 17.67 | +4.74% | -25.6% | 37.9 | +557 | 99 | 172.4 |
| ROBO Global RoboticsROBO | 2.1 | 78.58 | +3.72% | -13.0% | 44.7 | +233 | 100 | 27.0 |
| Lithium & BatteryLIT | 1.9 | 69.81 | +4.60% | -23.8% | 43.0 | +270 | 95 | 26.6 |
| Tema Space InnovatorsNASA | 1.7 | 21.60 | +5.16% | -48.4% | 33.2 | +30 | 33 | 77.2 |
Fixed Income 4 ETFs
| ETF | AUM $bn | Price $ |
1d Chg | % 52w Hi | RSI 14d |
Flow 20d $m | Pctile | Sh out m |
| Total BondBND | 398.1 | 72.42 | +0.06% | -3.7% | 41.3 | +4,289 | 100 | 5,496.9 |
| Total Intl BondBNDX | 123.5 | 47.88 | +0.15% | -4.1% | 45.5 | +782 | 56 | 2,578.7 |
| 0-3M TreasurySGOV | 95.9 | 100.69 | +0.01% | -0.0% | 70.0 | +900 | 53 | 952.4 |
| 10-20Y TreasuryTLH | 11.3 | 97.09 | -0.02% | -7.8% | 37.0 | +359 | 85 | 115.9 |
Commentary
ETF Flow Briefing — Thursday, 30 July 2026
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1. Tape
Risk-on roar: semis, Nasdaq, and EM Asia dominated price action while money poured into US equity and international beta at historic rates. Fixed income flows were additive rather than defensive — BND hitting p100 alongside equities signals broad-based institutional rebalancing, not a flight-to-safety bid.
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2. Strongest Creations
- QQQ (+$56.3bn, p100): Largest 20-day inflow in the fund's history. Growth/tech positioning being rebuilt aggressively — this is systematic and institutional, not retail chasing.
- EWY (+$8.0bn, p100): Korea surging +11.8% on the session with all-time-high creations. Semis and memory (Samsung, SK Hynix) are the magnet; flows into EWY and SMH are telling the same story.
- SMH (+$19.2bn, p100): Semiconductor creations also at their historical ceiling; DRAM's +16.7% single-day move is the catalyst, and investors are using SMH as the broadest lever.
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3. Heaviest Redemptions
- MCHI (-$441m, p4): China internet and China equity both bleeding — MCHI at p4, KWEB at p6. Price is up but nobody wants the wrapper; that divergence flags positioning exhaustion, not fresh conviction.
- XLC (-$1.1bn, p3) — down 2.68% on the day, and the flow exodus confirms it's not a buy-the-dip response. Communication Services is the session's clearest sector loser.
- IXJ (-$310m, p2): Global healthcare at p2 creations — institutional selling into defensive healthcare as growth accelerates elsewhere. XLV also declined; the whole complex is being rotated out of.
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4. Overbought / Oversold
- SGOV RSI 70: Technically "overbought" on a cash-equivalent fund — not a momentum signal, ignore.
- EWS (Singapore) RSI 69: Approaching overbought despite p1 outflows over 20 days — price being held up without flow support; fragile.
- NASA RSI 33 and ICLN RSI 38: Both oversold on momentum even as ICLN posts p99 creations today — buyers accumulating into weakness.
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5. Theme of the Day
AI Silicon Supercycle. The move is coherent across every layer of the stack: SMH (+6.9%, p100 flows), QQQ (+3.3%, p100), EWY Korea (+11.8%, p100), EWT Taiwan (+5.1%, p100), DRAM (+16.7%, p94), BOTZ/ROBO (both p100), and URA uranium (p100) for power demand. This is not sector rotation — it's a simultaneous re-rating of every node in the AI infrastructure chain, from memory fabs to grid fuel.
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6. New ETF Launches
VistaShares launched a trio of thematic ETFs targeting space (GALX), defense (AMMO), and robotics (RTOO), all actively managed.
AMMO launched under a prospectus dated July 12, 2026.
The timing lands squarely in this briefing's window and is directly relevant: AMMO competes with SHLD (which is seeing p3 redemptions), and RTOO enters a robotics space where BOTZ and ROBO are at p100 creations today.
The Jul 23–30 US launch week itself was slower as summer holidays begin.
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7. Watchlist
Watch MCHI/KWEB vs. EEM: EM broad flows are at p99 but China-specific wrappers are being actively dumped (MCHI p4, KWEB p6) even as prices tick higher. If tomorrow's session sees China headlines or a macro catalyst, the crowded ex-China EM trade (Korea, Taiwan already at p100) could either accelerate or reverse sharply on any sign of China re-engagement.