Weekly Channel Summary
The EQ: Sector & Industry channel, encompassing 56 distinct brands and 271 ETFs, currently manages a substantial $965B in total Assets Under Management (AUM). Over the past week, the segment attracted $2.61B in 5-day net inflows, bolstering a strong trend that has seen $7.83B in 30-day flows and an impressive $29.12B in Year-to-Date (YTD) net new money. Over the trailing 1-year period, these strategies have drawn in over $56.56B, underscoring sustained investor conviction in targeted sector exposures.
This Week’s Performance Leaders and Laggards
Information Technology commanded the top spot this week, posting a dominant Week-to-Date (WTD) return of 8.49%, which pushed its robust YTD performance to 15.22%. Conversely, the Energy sector experienced a pullback, lagging the group with a WTD decline of -3.35%. Despite this short-term weakness, Energy remains the leading category from a broader YTD perspective, still up a formidable 24.61%.
Category Performance Snapshot
| Category | WTD | 1 Month | 3 Month | 6 Month | YTD | 1 Year |
|---|---|---|---|---|---|---|
| Information Technology | 8.49% | 12.98% | 9.57% | 16.97% | 15.22% | 86.10% |
| Comm Services | 5.44% | 4.93% | 3.93% | 5.96% | 2.30% | 35.66% |
| Consumer Discretionary | 5.25% | 6.59% | -1.75% | 3.84% | 2.29% | 27.30% |
| Financials | 3.87% | 8.34% | -0.58% | 9.46% | 1.67% | 27.02% |
| Real Estate | 3.70% | 4.65% | 5.26% | 8.64% | 10.20% | 17.62% |
| Health Care | 3.34% | 3.88% | -0.16% | 9.71% | 0.79% | 28.66% |
| Industrial | 2.68% | 4.97% | 2.85% | 17.59% | 13.97% | 51.49% |
| Materials | 0.23% | 6.18% | 7.57% | 24.26% | 18.46% | 46.59% |
| Consumer Staples | 0.12% | -1.07% | 1.84% | 3.48% | 7.18% | 2.92% |
| Utilities | -0.93% | 0.03% | 7.60% | 3.58% | 9.89% | 23.65% |
| Energy | -3.35% | -3.23% | 17.38% | 32.24% | 24.61% | 51.19% |
Top & Bottom 5 ETFs by Weekly Performance
Drilling down into individual funds, the iShares Expanded Tech-Software Sector ETF (IGV) surged to the front of the pack, rallying 14.16%. On the other end of the spectrum, energy exposures bore the brunt of the selling pressure, with the Texas Capital Texas Oil Index ETF (OILT) dropping -5.78%, followed closely by the State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) which shed -5.17%.
| Ticker | Fund Name | WTD Performance |
|---|---|---|
| Top Performers | ||
| IGV | iShares Expanded Tech-Software Sector ETF | 14.16% |
| XSW | State Street SPDR S&P Software & Services ETF | 13.23% |
| XSD | State Street SPDR S&P Semiconductor ETF | 11.72% |
| XTN | State Street SPDR S&P Transportation ETF | 11.11% |
| SMHX | VanEck Fabless Semiconductor ETF | 10.65% |
| Bottom Performers | ||
| OILT | Texas Capital Texas Oil Index ETF | -5.78% |
| XOP | State Street SPDR S&P Oil & Gas Exploration & Production ETF | -5.17% |
| PXE | Invesco Energy Exploration & Production ETF | -5.16% |
| FCG | First Trust Natural Gas ETF | -5.10% |
| LNGX | Global X U.S. Natural Gas ETF | -4.69% |
Analyzing the Weekly Flows
Aggregate channel flows reached $2.61B this week. The Information Technology category was the undisputed leader in capital attraction, hauling in an impressive $2,444M to complement its vast $384.6B AUM footprint. Energy also captured significant investor attention, generating $662M in net positive flows. Financials faced the steepest headwinds, enduring outsized weekly outflows totaling -$1,146M.
Category Flows Summary
| Category | Fund Count | AUM | 5 Day | 30 Day | 90 Day | YTD | 1 Year |
|---|---|---|---|---|---|---|---|
| Information Technology | 33 | $384.6B | $2,444M | $4,094M | $8,264M | $10,808M | $19,790M |
| Energy | 32 | $67.9B | $662M | $1,893M | $9,185M | $10,918M | $6,859M |
| Materials | 10 | $13.8B | $415M | $891M | $1,955M | $2,209M | $2,341M |
| Health Care | 32 | $94.5B | $289M | $640M | -$986M | $1,068M | $2,519M |
| Consumer Staples | 13 | $26.7B | $186M | -$1,454M | -$1,271M | -$555M | -$1,086M |
| Comm Services | 8 | $34.1B | $184M | -$90M | -$2,183M | -$2,245M | $1,034M |
| Industrial | 28 | $84.3B | $139M | $1,860M | $8,488M | $10,706M | $19,201M |
| Utilities | 11 | $41.2B | -$78M | $690M | $727M | $729M | $5,739M |
| Consumer Discretionary | 15 | $33.6B | -$99M | -$405M | -$1,187M | -$2,115M | -$1,168M |
| Real Estate | 53 | $89.5B | -$381M | -$35M | $1,041M | $529M | $5,948M |
| Financials | 34 | $94.3B | -$1,146M | -$259M | -$5,506M | -$2,932M | -$4,613M |
Top & Bottom 5 ETFs by 5-Day Flow
At the fund level, the iShares Semiconductor ETF (SOXX) was the largest individual beneficiary of new assets, pulling in a sizable $1,441M. On the flip side, financial and real estate exposures saw sharp redemptions. The State Street Financial Select Sector SPDR ETF (XLF) lost -$364M, followed by the Vanguard Financials ETF (VFH) which saw outflows of -$329M.
| Ticker | Fund Name | 5-Day Flow |
|---|---|---|
| Inflows | ||
| SOXX | iShares Semiconductor ETF | $1,441M |
| XLE | State Street Energy Select Sector SPDR ETF | $618M |
| SMH | VanEck Semiconductor ETF | $584M |
| XLB | State Street Materials Select Sector SPDR ETF | $444M |
| XLV | State Street Health Care Select Sector SPDR ETF | $248M |
| Outflows | ||
| XLF | State Street Financial Select Sector SPDR ETF | -$364M |
| VFH | Vanguard Financials ETF | -$329M |
| IYR | iShares U.S. Real Estate ETF | -$319M |
| KRE | State Street SPDR S&P Regional Banking ETF | -$265M |
| IGV | iShares Expanded Tech-Software Sector ETF | -$242M |
Issuer League Table Update
SPDR and Vanguard maintain their dominance as the top two issuers by market share in this channel, commanding 40.43% and 24.66% respectively. From a flow perspective, however, iShares captured the largest share of weekly inflows with a massive $1,153M haul, while Vanguard experienced the steepest net outflows among issuers, shedding -$97M.
Top 5 Issuers by AUM
| Brand | Fund Count | AUM | AUM Market Share |
|---|---|---|---|
| SPDR | 28 | $389.95B | 40.43% |
| Vanguard | 12 | $237.83B | 24.66% |
| iShares | 49 | $161.47B | 16.74% |
| VanEck | 14 | $56.58B | 5.87% |
| Fidelity | 12 | $35.61B | 3.69% |
Top & Bottom 3 Issuers by 5-Day Flow
| Brand | 5-Day Flow |
|---|---|
| Inflows | |
| iShares | $1,153M |
| SPDR | $898M |
| VanEck | $620M |
| Outflows | |
| Vanguard | -$97M |
| First Trust | -$47M |
| Fidelity | -$35M |
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.
