Thematic Industrial and Semiconductor ETFs Lead Strong Inflow Day

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Issuer League Tables

Note on Flow Volatility: Daily flow outliers may be driven by specialized portfolio rebalancing. With the continued growth of actively managed ETFs, these events occur with greater frequency and often do not align with traditional, scheduled index rebalance dates.

The ETF industry’s largest issuers led a strong day of inflows, with iShares collecting $4.60B and SPDR adding $4.22B. First Trust had a standout session, gathering $3.64B, which brings its year-to-date total to $22.60B. Vanguard also saw significant demand, with $2.88B in new assets, though its 30-day flow remains negative at ($35.61B). On the redemption side, Principal saw the largest net outflow at ($321.2M), followed by Putnam with ($276.2M) and ARK with ($180.4M) in withdrawals.

Issuer Flows (Absolute)

Brand AUM 1 Day 5 Day 30 Day YTD 1 Year
Top 5 Leaders
iShares $4,576.22B $4.60B $11.38B $90.72B $255.35B $494.57B
SPDR $1,996.15B $4.22B $11.56B $21.32B $82.64B $147.40B
First Trust $225.54B $3.64B $4.16B $7.01B $22.60B $28.49B
Vanguard $4,522.23B $2.88B $10.22B ($35.61B) $295.02B $538.28B
Invesco $966.58B $2.09B $6.65B $2.30B $57.39B $97.92B
Top 5 Laggards
Principal $12.17B ($321.2M) ($53.7M) $1.56B $2.78B $3.83B
Putnam $13.06B ($276.2M) $152.9M $737.1M $4.83B $7.27B
ARK $13.13B ($180.4M) ($391.2M) ($703.2M) ($831.1M) ($1.40B)
Defiance $11.07B ($90.6M) $49.4M $288.2M $4.41B $8.19B
KraneShares (may be the result of a custom rebalance) $8.67B ($67.0M) $39.4M ($315.1M) $480.0M $2.16B

Issuer Flows (Relative to AUM)

Brand AUM 1 Day Flow 1 Day Flow % of AUM
Top 5 Leaders
Relative Sentiment $131.9M $18.7M 14.21%
Worth Charting $51.5M $1.8M 3.45%
Northern Trust $1.33B $40.3M 3.03%
FT Vest (may be the result of a custom rebalance) $56.10B $1.55B 2.76%
Nelson $54.1M $1.1M 2.13%
Top 5 Laggards
QRAFT $50.2M ($14.1M) (28.05%)
Equable $445.2M ($26.3M) (5.92%)
Myriad Capital $466.1M ($16.0M) (3.43%)
Principal $12.17B ($321.2M) (2.64%)
Putnam $13.06B ($276.2M) (2.11%)

Daily ETF Flow Analysis

ETFs collectively gathered $22.81B in net inflows, bringing the year-to-date total to over $1.16 trillion. Equity funds were the primary driver, attracting $17.46B, with U.S. Large Cap Blend and Information Technology being the most popular categories. Fixed Income products also saw healthy demand, adding $2.16B for the day. In contrast, Commodity funds experienced net redemptions of ($235.2M), extending their 30-day outflow trend to ($3.60B).

Asset Class Flows

Asset Class AUM 1 Day 1 Week 1 Month YTD 1 Year
Equity $12,263.80B $17.46B $45.90B $76.75B $753.19B $1,288.48B
Fixed Income $2,610.20B $2.16B $8.78B $55.38B $358.65B $603.84B
Commodity $302.51B ($235.2M) ($155.5M) ($3.60B) ($8.23B) $26.51B
Alternative $12.91B $34.6M $124.8M $217.1M $3.32B $5.30B
Multi-Asset $39.99B $28.1M $243.3M $666.1M $7.22B $12.22B
Currency $2.94B ($5.1M) $30.4M ($5.8M) $650.7M $248.6M
Non-Traditional $483.84B $3.30B $6.00B $19.75B $59.33B $88.67B
Digital Asset $93.19B $63.7M $115.8M ($2.36B) ($6.00B) $7.17B
Total $15,809.36B $22.81B $61.04B $146.79B $1,168.13B $2,032.44B

Category Flows (Top/Bottom 10)

Category AUM 1 Day Flow
Top 10 Leaders
Equity: U.S. Large Cap – Blend $4,722.82B $5.56B
Equity: Sector – Information Technology $483.63B $2.48B
Equity: U.S. Large Cap – Growth $1,446.47B $2.45B
Equity: Thematic – Infrastructure $65.44B $1.82B
Non-Traditional: Buffer – Equity $94.93B $1.60B
Non-Traditional: Leverage | Inverse – Equity $132.34B $1.28B
Equity: Sector – Financials $104.95B $1.13B
Equity: Sector – Health Care $104.69B $801.4M
Equity: Specialty – Long | Short $10.99B $795.8M
Equity: Region – Country Specific $184.97B $560.8M
Bottom 10 Laggards
Equity: Global Ex-U.S. Small | Mid Cap $67.73B ($301.5M)
Commodity: Focused – Precious Metals $270.47B ($278.2M)
Equity: Thematic – Multi-Sector $29.78B ($228.6M)
Equity: Sector – Industrial $88.40B ($173.9M)
Equity: Thematic – Midstream & MLPs $26.74B ($159.0M)
Non-Traditional: Leverage | Inverse – Single Stock $36.07B ($134.0M)
Equity: Thematic – Evolving Consumer $13.64B ($127.8M)
Fixed Income: Taxable – Long-Term $20.24B ($79.7M)
Equity: U.S. Small Cap – Growth $60.83B ($75.3M)
Fixed Income: Municipal – Intermediate $142.83B ($68.5M)

U.S. Size & Style

U.S. Large Cap funds saw mixed but overall positive flows, led by a $2.44B creation in the State Street SPDR S&P 500 ETF (SPY). The Invesco QQQ Trust Series I (QQQ) and First Trust Capital Strength ETF (FTCS) also saw significant interest, pulling in $1.38B and $1.36B, respectively. On the other hand, the iShares Core S&P 500 ETF (IVV) recorded the day’s largest outflow at ($565.8M). Small-cap focused funds also saw redemptions, with the Principal U.S. Small-Cap ETF (PSC) shedding ($322.7M).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
SPY State Street SPDR S&P 500 ETF $794.17B $2.44B
QQQ Invesco QQQ Trust Series I $472.97B $1.38B
FTCS First Trust Capital Strength ETF $9.26B $1.36B
VTI Vanguard Total Stock Market ETF $666.72B $687.1M
SPYM State Street SPDR Portfolio S&P 500 ETF $161.09B $508.1M
Top 5 Laggards
IVV iShares Core S&P 500 ETF $889.30B ($565.8M)
PSC Principal U.S. Small-Cap ETF $2.24B ($322.7M)
PVAL Putnam Focused Large Cap Value ETF $12.63B ($276.2M)
DIA State Street SPDR Dow Jones Industrial Average ETF Trust $46.41B ($236.2M)
IJR iShares Core S&P Small Cap ETF $110.55B ($88.3M)

Explore the U.S. Size & Style Explorer →

Size & Style ex-U.S.

Flows into international equity funds were concentrated in developed markets value and broad emerging markets. The iShares MSCI EAFE Value ETF (EFV) was the clear leader, attracting $251.3M in new assets. The Vanguard FTSE Emerging Markets ETF (VWO) also saw a notable inflow of $141.2M. Conversely, the iShares MSCI EAFE Small-Cap ETF (SCZ) experienced the largest redemption in the category, with ($282.9M) withdrawn.

Ticker Name AUM 1 Day Flow
Top 5 Leaders
EFV iShares MSCI EAFE Value ETF $27.64B $251.3M
VWO Vanguard FTSE Emerging Markets ETF $121.77B $141.2M
FENI Fidelity Enhanced International ETF $10.59B $100.3M
JIVE JPMorgan International Value ETF $3.30B $32.6M
DFIV Dimensional International Value ETF $20.72B $22.3M
Top 5 Laggards
SCZ iShares MSCI EAFE Small-Cap ETF $13.33B ($282.9M)
IDV iShares International Select Dividend ETF $8.15B ($23.5M)
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund $2.09B ($23.3M)
AVDV Avantis International Small Cap Value ETF $18.76B ($18.7M)
WCMI First Trust WCM International Equity ETF $1.70B ($957.0K)

Explore the Global (ex-U.S.) Size & Style Explorer →

Sector & Industry

The Information Technology sector, particularly semiconductors, saw immense inflows. The iShares Semiconductor ETF (SOXX) led all sector funds with a massive $1.38B creation, while the VanEck Semiconductor ETF (SMH) added another $454.9M. Financials were also in favor, with the State Street Financial Select Sector SPDR ETF (XLF) gathering $777.6M. The Industrial sector lagged, with the State Street Industrial Select Sector SPDR ETF (XLI) seeing the largest outflow at ($126.1M).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
SOXX iShares Semiconductor ETF $45.83B $1.38B
XLF State Street Financial Select Sector SPDR ETF $55.81B $777.6M
SMH VanEck Semiconductor ETF $68.92B $454.9M
FBT First Trust NYSE Arca Biotechnology Index Fund $2.80B $436.1M
XLK State Street Technology Select Sector SPDR ETF $118.32B $239.6M
Top 5 Laggards
XLI State Street Industrial Select Sector SPDR ETF $33.39B ($126.1M)
ITA iShares U.S. Aerospace & Defense ETF $13.58B ($57.7M)
XLE State Street Energy Select Sector SPDR ETF $37.40B ($34.2M)
XLU State Street Utilities Select Sector SPDR ETF $23.50B ($25.0M)
OIH VanEck Oil Services ETF $1.96B ($18.8M)

Explore the Sector & Industry Explorer →

Region & Country

Country-specific flows were heavily skewed towards South Korea, as the iShares MSCI South Korea ETF (EWY) attracted a substantial $492.7M. Broader developed markets also saw interest, with the iShares Core MSCI Europe ETF (IEUR) adding $90.3M. In contrast, funds focused on India experienced net redemptions, led by a ($43.9M) outflow from the iShares MSCI India ETF (INDA).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
EWY iShares MSCI South Korea ETF $22.41B $492.7M
IEUR iShares Core MSCI Europe ETF $8.79B $90.3M
FLTW Franklin FTSE Taiwan ETF $3.06B $59.3M
FLKR Franklin FTSE South Korea ETF $1.29B $38.7M
BBCA JPMorgan BetaBuilders Canada ETF $10.84B $30.8M
Top 5 Laggards
INDA iShares MSCI India ETF $6.76B ($43.9M)
FXI iShares China Large-Cap ETF $4.28B ($36.4M)
EPI WisdomTree India Earnings Fund $2.03B ($16.9M)
FLIN Franklin FTSE India ETF $2.71B ($12.2M)
VNM VanEck Vietnam ETF $522.3M ($5.3M)

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Thematic

A single fund dominated thematic flows, with the First Trust RBA American Industrial Renaissance ETF (AIRR) pulling in a remarkable $1.86B. Technology-related themes also saw strong interest, as the Roundhill Memory ETF (DRAM) gathered $234.2M. On the redemption side, the ARK Innovation ETF (ARKK) continued its recent outflow trend, shedding ($180.3M).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
AIRR First Trust RBA American Industrial Renaissance ETF $10.69B $1.86B
DRAM Roundhill Memory ETF $25.76B $234.2M
MAGS Roundhill Magnificent Seven ETF $4.27B $95.4M
BUG Global X Cybersecurity ETF $1.34B $40.2M
JTEK JPMorgan U.S. Tech Leaders ETF $4.28B $34.7M
Top 5 Laggards
ARKK ARK Innovation ETF $6.07B ($180.3M)
EMLP First Trust North American Energy Infrastructure Fund $4.25B ($157.2M)
ITB iShares U.S. Home Construction ETF $2.42B ($70.2M)
XHB State Street SPDR S&P Homebuilders ETF $1.74B ($44.3M)
FWD AB Disruptors ETF $2.99B ($40.2M)

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Fixed Income

Fixed income flows favored the front end of the curve and investment-grade corporate debt. The State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) led all fixed income funds with a $300.2M inflow. The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) also saw strong demand, adding $193.5M. Outflows were most pronounced in the municipal bond space, where the Vanguard Tax-Exempt Bond ETF (VTEB) lost ($100.2M).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF $46.78B $300.2M
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF $35.08B $193.5M
USHY iShares Broad USD High Yield Corporate Bond ETF $29.09B $129.1M
BND Vanguard Total Bond Market ETF $161.07B $116.5M
SPTL State Street SPDR Portfolio Long Term Treasury ETF $10.58B $102.6M
Top 5 Laggards
VTEB Vanguard Tax-Exempt Bond ETF $45.60B ($100.2M)
SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF $11.60B ($99.8M)
VCLT Vanguard Long-Term Corporate Bond ETF $9.02B ($73.5M)
IEF iShares 7-10 Year Treasury Bond ETF $47.40B ($56.2M)
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund $16.92B ($49.3M)

Explore the related Explorers: Taxable → · Municipal → · Specialty →

Commodity

Commodity ETFs saw net outflows of ($235.2M), driven primarily by redemptions from precious metals funds. The SPDR Gold Shares (GLD) experienced the largest withdrawal, shedding ($366.4M). Bucking the trend, the iShares Silver Trust (SLV) was a bright spot, attracting $122.6M in new assets. The category’s year-to-date flows remain negative at ($8.23B).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
SLV iShares Silver Trust $27.35B $122.6M
GLDM SPDR Gold Minishares Trust of beneficial interest $27.08B $23.7M
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF $2.48B $17.6M
HGER Harbor Commodity All-Weather Strategy ETF $3.54B $10.2M
DBA Invesco DB Agriculture Fund $1.23B $6.9M
Top 5 Laggards
GLD SPDR Gold Shares $128.25B ($366.4M)
IAU iShares Gold Trust $59.23B ($48.8M)
PPLT abrdn Physical Platinum Shares ETF $1.87B ($6.7M)
WEAT Teucrium Wheat Fund $310.6M ($6.2M)
PALL abrdn Physical Palladium Shares ETF $609.1M ($2.6M)

Explore the Commodities Explorer →

Cryptocurrency

Digital asset ETFs recorded a modest net inflow of $63.7M, reversing a negative trend over the past month. Spot bitcoin products led the creations, with the iShares Bitcoin Trust ETF (IBIT) adding $33.4M and the Fidelity Wise Origin Bitcoin Fund (FBTC) bringing in $30.7M. Conversely, Ethereum-focused funds saw minor redemptions, led by a ($14.3M) outflow from the Grayscale Ethereum Staking Mini ETF (ETH).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
IBIT iShares Bitcoin Trust ETF $47.19B $33.4M
FBTC Fidelity Wise Origin Bitcoin Fund $11.11B $30.7M
BITB Bitwise Bitcoin ETF Trust $2.35B $15.0M
BITO ProShares Bitcoin ETF $1.42B $6.3M
XRP Bitwise XRP ETF $312.8M $4.4M
Top 5 Laggards
ETH Grayscale Ethereum Staking Mini ETF $1.57B ($14.3M)
FETH Fidelity Ethereum Fund ETF $940.1M ($11.2M)
ETHE Grayscale Ethereum Staking ETF $1.44B ($4.8M)
EETH ProShares Ether ETF $56.1M ($2.3M)
BTF CoinShares Bitcoin and Ether ETF $13.2M $0

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Non-Traditional

Non-traditional ETFs saw significant activity, with large inflows into both buffer and leveraged equity products. The FT Vest U.S. Equity Buffer ETF – July (FJUL) recorded an $834.6M inflow (may be the result of a custom rebalance). Leveraged semiconductor funds were also extremely popular, with the Direxion Daily Semiconductor Bull 3X ETF (SOXL) attracting $749.7M. The largest redemption was from the KraneShares Wahed Alternative Income Index ETF (KWIN), which shed ($52.6M) (may be the result of a custom rebalance).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
FJUL FT Vest U.S. Equity Buffer ETF – July (may be the result of a custom rebalance) $1.19B $834.6M
SOXL Direxion Daily Semiconductor Bull 3X ETF $20.04B $749.7M
TQQQ ProShares UltraPro QQQ $36.14B $516.6M
DJUL FT Vest U.S. Equity Deep Buffer ETF – July (may be the result of a custom rebalance) $409.9M $329.5M
GJUL FT Vest U.S. Equity Moderate Buffer ETF – July (may be the result of a custom rebalance) $366.5M $261.8M
Top 5 Laggards
GGLL Direxion Daily GOOGL Bull 2X ETF $979.7M ($58.3M)
KWIN KraneShares Wahed Alternative Income Index ETF (may be the result of a custom rebalance) $60.2M ($52.6M)
SQQQ ProShares UltraPro Short QQQ $1.92B ($40.9M)
MUU Direxion Daily MU Bull 2X ETF $4.43B ($33.8M)
SNDQ Tradr 2X Short SNDK Daily ETF $116.4M ($32.5M)

Explore the related Explorers: Buffer → · Synthetic Income → · Leverage | Inverse →

Recent Launches

A diverse set of new ETFs have launched in recent days, all with modest AUM as they begin to trade. Issuers including VistaShares, Texas Precious Metals Trust, and T. Rowe Price have brought new funds to market targeting themes such as robotics, physical gold and silver, and active crypto strategies. Other recent launches from Direxion, KraneShares, and XFUNDS focus on leveraged single stocks, photonics, and memory chip income, respectively.

Ticker Name ETF Action Category Inception AUM
DRMY XFUNDS Memory Income ETF Unclassified 7/16/2026 $1.2M
RTOO VistaShares Robotics Supercycle ETF Unclassified 7/15/2026 $1.0M
YSAG Texas Precious Metals Trust Y'all Street Physical Silver ETF Unclassified 7/15/2026 $5.2M
SKHL Direxion Daily SK Hynix Bull 2X ETF Unclassified 7/15/2026 $600.0K
LUMA KraneShares Photonic and Optical ETF Unclassified 7/15/2026 $2.3M
AMMO VistaShares Defense Supercycle ETF Unclassified 7/15/2026 $1.0M
TKNZ T. Rowe Price Active Crypto ETF Unclassified 7/15/2026 $15.0M
YSAU Texas Precious Metals Trust Y'all Street Physical Gold ETF Unclassified 7/15/2026 $10.2M
GALX VistaShares Space Supercycle ETF Unclassified 7/15/2026 $980.8K
TMGN TappAlpha Cboe Magnificent 10 Growth & Daily Income ETF Unclassified 7/15/2026 $1.7M

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.

Flow data is reported after close on a T+1 basis. This report’s data is as of July 17, 2026, and reflects create/redeem activity from Friday, July 17, 2026.

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.

©2026 ETF Action, Inc. All Rights Reserved. Data provided by FactSet.