Weekly Channel Summary
The Sector & Industry channel encompasses 269 ETFs from 57 issuers, with total assets under management of $1.10 trillion. The channel experienced net outflows of $569 million over the past week, bringing year-to-date inflows to $54.6 billion. Over the last twelve months, the channel has accumulated $71.4 billion in net new assets.
This Week’s Performance Leaders and Laggards
Energy sector funds led all categories with a 2.26% gain for the week, extending their impressive year-to-date return to 45.29%. Information Technology also posted a positive return, rising 1.08% for the week. On the other end of the spectrum, Consumer Discretionary was the worst-performing category, declining by 1.84%, followed closely by Industrials which fell 1.83%.
Category Performance Snapshot
| Category | WTD | 1 Month | 3 Month | 6 Month | YTD | 1 Year |
|---|---|---|---|---|---|---|
| Energy | 2.26% | 9.33% | 9.23% | 15.45% | 45.29% | 48.63% |
| Information Technology | 1.08% | -0.26% | -4.20% | 35.83% | 36.89% | 54.96% |
| Utilities | 0.87% | -2.27% | -1.49% | -7.55% | 2.15% | 5.55% |
| Health Care | 0.36% | 6.24% | 15.44% | 14.21% | 15.96% | 34.65% |
| Financials | 0.31% | 0.16% | 11.35% | 14.37% | 9.15% | 12.30% |
| Communication Services | -0.57% | -0.14% | -0.91% | -4.33% | -3.67% | 0.42% |
| Consumer Staples | -0.96% | -1.03% | 3.88% | -1.96% | 9.87% | 7.18% |
| Real Estate | -1.14% | -2.95% | 0.84% | 2.22% | 10.91% | 10.16% |
| Materials | -1.27% | 1.78% | 1.78% | 2.03% | 17.29% | 19.05% |
| Industrial | -1.83% | -7.26% | -1.90% | -3.55% | 10.04% | 15.85% |
| Consumer Discretionary | -1.84% | -3.04% | -1.34% | -0.34% | -2.68% | -1.27% |
Top & Bottom 5 ETFs by Weekly Performance
The VanEck Oil Refiners ETF (CRAK) was the top-performing fund in the channel, delivering a 5.65% return for the week. Following the broader Energy theme, the SonicShares Global Shipping ETF (BOAT) also performed well, gaining 3.82%. Conversely, the iShares Expanded Tech-Software Sector ETF (IGV) was among the weakest performers, shedding 4.50% over the same period.
| Ticker | Fund Name | WTD Performance |
|---|---|---|
| Top Performers | ||
| CRAK | VanEck Oil Refiners ETF | 5.65% |
| BOAT | SonicShares Global Shipping ETF | 3.82% |
| FTXL | First Trust Nasdaq Semiconductor ETF | 3.46% |
| UTES | Virtus Reaves Utilities ETF | 3.24% |
| PSI | Invesco Semiconductors ETF | 3.18% |
| Bottom Performers | ||
| WDEF | WisdomTree Europe Defense Fund | -4.66% |
| IGV | iShares Expanded Tech-Software Sector ETF | -4.50% |
| WDGF | WisdomTree Global Defense Fund | -3.99% |
| PSCC | Invesco S&P SmallCap Consumer Staples ETF | -3.89% |
| NATO | Themes Transatlantic Defense ETF | -3.52% |
Analyzing the Weekly Flows
Despite overall net outflows of $569 million from the channel, several categories attracted significant new assets. The Energy category led the way, pulling in $796 million, followed by Financials with $669 million in net inflows. These gains were more than offset by substantial redemptions from Information Technology funds, which saw $1.99 billion exit, marking it as the category with the largest outflows by a wide margin.
Category Flows Summary
| Category | Fund Count | AUM | 5 Day | 30 Day | 90 Day | YTD | 1 Year |
|---|---|---|---|---|---|---|---|
| Energy | 33 | $74.00B | $796M | $206M | -$3,260M | $7,737M | $7,142M |
| Financials | 34 | $102.99B | $669M | -$4,304M | $2,737M | -$3,173M | -$5,975M |
| Materials | 10 | $14.69B | $227M | $404M | $506M | $3,057M | $3,055M |
| Health Care | 32 | $116.59B | $152M | $1,778M | $6,868M | $5,882M | $11,026M |
| Communication Services | 7 | $30.90B | $146M | -$169M | -$1,414M | -$3,863M | -$2,888M |
| Utilities | 11 | $36.90B | $133M | -$270M | $230M | -$498M | $1,544M |
| Consumer Staples | 13 | $27.23B | $123M | -$52M | -$61M | -$1,120M | -$1,937M |
| Real Estate | 53 | $95.19B | -$37M | -$20M | $3,216M | $5,399M | $9,068M |
| Consumer Discretionary | 13 | $32.59B | -$109M | -$374M | $89M | -$2,093M | -$1,866M |
| Industrial | 30 | $85.03B | -$676M | -$327M | $1,692M | $12,483M | $17,703M |
| Information Technology | 33 | $485.33B | -$1,993M | -$6,083M | $10,893M | $30,762M | $34,562M |
Top & Bottom 5 ETFs by 5-Day Flow
The State Street Energy Select Sector SPDR ETF (XLE) was the week’s clear leader, attracting $567 million in net new assets. In contrast, technology-focused funds experienced the largest redemptions. The iShares Expanded Tech-Software Sector ETF (IGV) saw outflows of $545 million, while the VanEck Semiconductor ETF (SMH) shed $355 million.
| Ticker | Fund Name | 5-Day Flow |
|---|---|---|
| Inflows | ||
| XLE | State Street Energy Select Sector SPDR ETF | $567M |
| XLF | State Street Financial Select Sector SPDR ETF | $453M |
| XLV | State Street Health Care Select Sector SPDR ETF | $230M |
| XLU | State Street Utilities Select Sector SPDR ETF | $166M |
| XLC | State Street Communication Services Select Sector SPDR ETF | $163M |
| Outflows | ||
| IGV | iShares Expanded Tech-Software Sector ETF | -$545M |
| SMH | VanEck Semiconductor ETF | -$355M |
| VGT | Vanguard Information Technology ETF | -$341M |
| IYW | iShares U.S. Technology ETF | -$288M |
| IXN | iShares Global Tech ETF | -$282M |
Issuer League Table Update
SPDR and Vanguard continue to dominate the Sector & Industry channel, commanding 39.00% and 24.50% of the market share, respectively. SPDR also led all issuers in asset gathering this week, with net inflows totaling $1.36 billion. On the other hand, iShares experienced the largest net outflows, with investors pulling $1.10 billion from its funds.
Top 5 Issuers by AUM
| Brand | Fund Count | AUM | AUM Market Share |
|---|---|---|---|
| SPDR | 28 | $429.55B | 39.00% |
| Vanguard | 12 | $269.89B | 24.50% |
| iShares | 48 | $194.30B | 17.64% |
| VanEck | 20 | $72.35B | 6.57% |
| Fidelity | 12 | $40.59B | 3.68% |
Top & Bottom 3 Issuers by 5-Day Flow
| Brand | 5-Day Flow |
|---|---|
| Inflows | |
| SPDR | $1,363M |
| Schwab | $47M |
| Dimensional | $32M |
| Outflows | |
| iShares | -$1,100M |
| Vanguard | -$458M |
| VanEck | -$266M |
For a deeper dive into these trends, access our FREE, in-depth Sector & Industry ETF reports in the right side panel of this page.
Disclosures
This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.
This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.
