ETF Market Sees Net Inflows as Speculative Appetite Fuels Massive Growth in Defiance 2x Single-Stock Funds

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Note: Flow data is reported after close on a T+1 basis. The flows in this report reflect create/redeem activity from Monday, October 6, 2025.

Market Flow Summary

The U.S. ETF market saw total net inflows of +$5.55B. The top issuer by inflow was iShares, which attracted +$3.93B. The leading individual fund for the day was Vanguard S&P 500 ETF (VOO), bringing in +$1.70B. On the other side of the ledger, SPDR experienced the largest outflows among issuers with -$3.35B, and the SPDR S&P 500 ETF Trust (SPY) saw the largest single-fund outflow of -$3.53B. The most notable high-velocity brand was Monarch, with inflows representing +14.07% of its AUM.

Flow Summary by Asset Class

Fixed Income products led the way with daily inflows of +$2.37B, followed by Digital Asset ETFs which gathered +$1.43B. On a year-to-date basis, Equity remains the dominant asset class, having accumulated +$505.58B.

Asset Class 1D Flow 1M Flow YTD Flow
Fixed Income +$2.37B +$46.28B +$313.07B
Digital Asset +$1.43B +$8.65B +$40.02B
Equity +$655.00M +$89.08B +$505.58B
Commodity +$472.96M +$9.62B +$40.57B
Non-Traditional +$396.30M +$1.30B +$65.56B
Multi-Asset +$139.48M +$981.96M +$4.40B
Alternative +$27.06M +$787.28M +$4.13B
Currency -$6.34M -$37.68M +$494.97M

Top/Bottom Five Category Flows

Thematic categories saw significant activity, with Bitcoin-focused Digital Asset funds leading inflows while U.S. Large Cap Blend Equity funds saw the largest redemptions.

Top 5 Category Inflows

Category 1D Flow
Digital Asset: Cryptocurrency – Bitcoin +$1.21B
Equity: Global Ex-U.S. Large Cap – Blend +$789.51M
Fixed Income: Taxable – Core +$454.75M
Equity: Sector – Information Technology +$452.02M
Commodity: Focused – Precious Metals +$440.16M

Bottom 5 Category Outflows

Category 1D Flow
Equity: U.S. Large Cap – Blend -$1.20B
Equity: U.S. Small Cap – Growth -$202.60M
Equity: U.S. Large Cap – Growth -$163.87M
Equity: U.S. Mid Cap – Growth -$154.39M
Equity: U.S. Mid Cap – Blend -$138.95M

ETF Issuer Flow Analysis

iShares led all issuers with +$3.93B in net inflows, representing +0.10% of their AUM. In contrast, SPDR saw the largest net outflows at -$3.35B, or -0.19% of their AUM. Monarch stood out as the top high-velocity brand, with inflows of +14.07% of AUM.

Top 5 Brands by Inflows

Issuer Aggregate AUM 1D Flow 1D Flow as % of AUM
iShares $3.87T +$3.93B +0.10%
Vanguard $3.69T +$3.38B +0.09%
VanEck $117.85B +$797.06M +0.68%
ProShares $93.17B +$443.03M +0.48%
Defiance $7.88B +$376.64M +5.02%

Bottom 5 Brands by Outflows

Issuer Aggregate AUM 1D Flow 1D Flow as % of AUM
SPDR $1.76T -$3.35B -0.19%
First Trust $180.74B -$1.65B -0.90%
Direxion $58.49B -$449.98M -0.76%
GraniteShares $11.37B -$140.69M -1.22%
WisdomTree $88.69B -$76.89M -0.09%

High-Velocity Brands

Issuer Aggregate AUM 1D Flow 1D Flow as % of AUM
Monarch $976.01M +$120.35M +14.07%
Calamos $1.37B +$140.36M +11.41%
REX-Osprey $561.42M +$32.27M +6.10%
Defiance $7.88B +$376.64M +5.02%

Significant Single-Fund Movements

The Vanguard S&P 500 ETF (VOO) led all funds with inflows of +$1.70B, while the SPDR S&P 500 ETF Trust (SPY) experienced the largest outflow of the day at -$3.53B.

Largest Absolute Daily Flows (Net Flows > $250M)

Fund (Ticker) AUM 1D Flow 1D Flow as % of AUM
Inflows
Vanguard S&P 500 ETF (VOO) $772.42B +$1.70B +0.22%
iShares Bitcoin Trust ETF (IBIT) $99.44B +$969.95M +0.98%
Vanguard Total International Stock ETF (VXUS) $110.34B +$699.72M +0.64%
iShares Core S&P 500 ETF (IVV) $704.23B +$573.65M +0.08%
VanEck Pharmaceutical ETF (PPH) $1.24B +$454.46M +58.17%
ProShares UltraPro QQQ (TQQQ) $28.54B +$337.28M +1.20%
Technology Select Sector SPDR Fund (XLK) $92.26B +$287.59M +0.31%
iShares 20+ Year Treasury Bond ETF (TLT) $48.50B +$283.63M +0.59%
Outflows
SPDR S&P 500 ETF Trust (SPY) $679.67B -$3.53B -0.52%
Direxion Daily Semiconductor Bull 3x Shares (SOXL) $13.41B -$390.07M -2.83%
SPDR S&P BIOTECH ETF (XBI) $5.98B -$334.18M -5.30%
First Trust Large Cap Growth AlphaDEX Fund (FTC)* $1.28B -$314.83M -19.80%
First Trust Mid Cap Core AlphaDEX Fund (FNX)* $1.19B -$292.10M -19.74%
First Trust Large Cap Core AlphaDEX Fund (FEX)* $1.38B -$270.98M -16.37%

High-Velocity Inflows (AUM > $100M, 1D Flow > +5% of AUM)

Fund (Ticker) AUM 1D Flow 1D Flow as % of AUM
Defiance Daily Target 2X Long SOFI ETF (SOFX) $180.86M +$95.03M +110.71%
Defiance Daily Target 2X Long AVGO ETF (AVGX) $289.23M +$144.61M +100.00%
Calamos Bitcoin 80 Series Structured Alt Protection ETF – January (CBTJ) $103.63M +$51.82M +100.00%
Defiance Daily Target 2X Long RKLB ETF (RKLX) $266.28M +$125.09M +88.60%
Monarch Volume Factor Global Unconstrained Index ETF (MVFG) $230.85M +$107.60M +87.31%
Direxion Daily META Bull 2X Shares (METU) $247.19M +$95.85M +63.33%
VanEck Pharmaceutical ETF (PPH) $1.24B +$454.46M +58.17%
iShares Global Comm Services ETF (IXP) $856.27M +$172.49M +25.23%
iShares Global Consumer Discretionary ETF (RXI) $335.59M +$52.44M +18.52%
SPDR S&P Retail ETF (XRT) $422.44M +$51.20M +13.79%

High-Velocity Outflows (AUM > $100M, 1D Flow > -5% of AUM)

Fund (Ticker) AUM 1D Flow 1D Flow as % of AUM
First Trust Mid Cap Growth AlphaDEX Fund (FNY)* $461.23M -$153.74M -25.00%
First Trust Small Cap Growth AlphaDEX Fund (FYC)* $605.70M -$194.19M -24.28%
First Trust Small Cap Core AlphaDEX Fund (FYX)* $900.23M -$243.01M -21.26%
First Trust Large Cap Growth AlphaDEX Fund (FTC)* $1.28B -$314.83M -19.80%
First Trust Mid Cap Core AlphaDEX Fund (FNX)* $1.19B -$292.10M -19.74%
First Trust Multi Cap Growth AlphaDEX Fund (FAD)* $357.25M -$81.19M -18.52%
First Trust Large Cap Core AlphaDEX Fund (FEX)* $1.38B -$270.98M -16.37%
SPDR SSGA U.S. Sector Rotation ETF (XLSR) $847.98M -$151.77M -15.18%
First Trust Large Cap Value AlphaDEX Fund (FTA)* $1.16B -$206.56M -15.12%
Applied Finance Valuation Large Cap ETF (VSLU) $317.64M -$37.69M -10.61%

*Note: The significant outflows from the starred First Trust AlphaDEX ETFs are attributed to the completion of specialized create/redeem transactions intended to facilitate periodic fund rebalancing.

Custom Analysis and Daily Data

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Large Flow Activity Note: Daily create/redeem activity is a normal function of the ETF market. Large flows often reflect rebalancing activity by a single large institution and are not necessarily indicative of broad market sentiment.

Disclosures

This report is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. ETF Action is not a registered investment advisor.

All data is sourced from proprietary and third-party sources believed to be reliable, but its accuracy and completeness are not guaranteed. Past performance is not indicative of future results.