Asia-Pacific Rebounds as Eurozone Leads Weekly Inflows

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Weekly Channel Summary

The Region & Country channel held $293.30B in assets across 199 ETFs from 41 issuers. Net flows were positive at $1,186M over the past five trading days, bringing YTD inflows to $34,269M and 1-Year inflows to $38,372M, underscoring sustained investor demand for international exposure throughout the year.

This Week’s Performance Leaders and Laggards

Asia-Pacific topped the region table this week with a 2.78% gain, followed by Eurozone at 2.22%, while North America lagged with a modest 0.27% advance. Latin America and Africa-Middle East posted smaller weekly gains of 0.53% and 0.88%, respectively, despite weaker medium-term trends. On a YTD basis, Asia-Pacific remains the standout performer at 16.95%, well ahead of Eurozone’s 9.17% and North America’s 12.51%, though its 1-month (-5.80%) and 3-month (-8.33%) figures reveal recent volatility. The region’s strength was punctuated by semiconductor and Taiwan-linked names, consistent with the week’s fund-level leaders.

Region Performance Snapshot

Region WTD 1 Month 3 Month 6 Month YTD 1 Year
Asia-Pacific 2.78% -5.80% -8.33% -6.13% 16.95% 19.30%
Eurozone 2.22% 3.07% -3.39% 3.57% 9.17% 12.65%
Africa-Middle East 0.88% -1.32% -5.89% -7.21% 0.97% 3.48%
Latin America 0.53% -17.94% -4.54% -9.35% 3.70% 5.61%
North America 0.27% 0.60% -2.88% 5.24% 12.51% 20.86%

Top & Bottom 5 ETFs by Weekly Performance

Korea- and Taiwan-focused semiconductor funds dominated the top of the leaderboard, with KCHP surging 15.66% and KSMH adding 13.27%, while FLTW and EWT each gained over 9%. On the downside, China-linked thematic funds struggled, led by MAGC‘s 8.72% decline and KTEC‘s 8.14% drop, with KWEB also falling 7.84%. The divergence highlights a rotation within Asia-Pacific, favoring semiconductor and Taiwan exposure over Chinese internet and consumer discretionary names. This split between winners and losers within the same broad region underscores the importance of sub-regional positioning this week.

Ticker Fund Name WTD Performance
Top Performers
KCHP KICK Korea Semiconductor Index ETF 15.66%
KSMH xETFs Korea AI Semiconductor ETF 13.27%
FLTW Franklin FTSE Taiwan ETF 9.52%
EWT iShares MSCI Taiwan ETF 9.12%
ACHP Global X Asia Semiconductor ETF 7.93%
Bottom Performers
MAGC Roundhill China Magnificent Seven ETF -8.72%
KTEC KraneShares Hang Seng TECH Index ETF -8.14%
KWEB KraneShares CSI China Internet ETF -7.84%
TGRZ China AI Tigers LLM ETF -5.82%
CHIQ Global X MSCI China Consumer Discretionary ETF -5.75%

Analyzing the Weekly Flows

The channel attracted $1,186M in net inflows over the past five days, led decisively by the Eurozone, which pulled in $1,154M and continues to show strong momentum with $5,547M YTD and $6,767M over the trailing year. North America added a further $226M, while Asia-Pacific saw modest inflows of $111M despite its outsized YTD total of $18,983M. Latin America was the lone region in outflow, shedding $319M over the week even as its YTD and 1-Year flows remain positive at $4,624M and $5,067M, respectively. The data suggests investors rotated capital toward European and North American exposures this week while trimming Latin American allocations.

Region Flows Summary

Region Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Eurozone 55 $89.98B $1,154M $1,089M $3,105M $5,547M $6,767M
North America 3 $20.54B $226M $1,004M $2,290M $4,850M $5,205M
Asia-Pacific 114 $163.05B $111M $2,382M $603M $18,983M $20,971M
Africa-Middle East 12 $2.80B $14M -$11M -$112M $266M $363M
Latin America 15 $16.94B -$319M -$705M $1,488M $4,624M $5,067M

Top & Bottom 5 ETFs by 5-Day Flow

EWG led all funds with $490M in weekly inflows, followed closely by INDA at $439M, reflecting strong demand for German and Indian equity exposure. On the outflow side, EWT saw the largest redemptions at $718M despite its strong price performance, followed by EWZ at $331M. The EWT outflow is notable given the fund’s 9.12% weekly gain, suggesting profit-taking after the rally. Other notable inflows came from KWEB at $315M, a contrast to its weak weekly performance, indicating investors may be buying the dip.

Ticker Fund Name 5-Day Flow
Inflows
EWG iShares MSCI Germany ETF $490M
INDA iShares MSCI India ETF $439M
KWEB KraneShares CSI China Internet ETF $315M
BBJP JPMorgan BetaBuilders Japan ETF $240M
EWD iShares MSCI Sweden ETF $210M
Outflows
EWT iShares MSCI Taiwan ETF -$718M
EWZ iShares MSCI Brazil ETF -$331M
EWY iShares MSCI South Korea ETF -$208M
EWI iShares MSCI Italy ETF -$101M
EWS iShares MSCI Singapore ETF -$85M

Issuer League Table Update

iShares remains the dominant issuer with a 53.36% market share and $156.51B in AUM, well ahead of JPMorgan’s 15.95% share and $46.77B. iShares also led weekly inflows with $505M, followed by KraneShares at $308M and JPMorgan at $292M, demonstrating broad-based demand across issuer types. On the outflow side, First Trust recorded the largest weekly redemptions at $19M, with VanEck and Xtrackers close behind at $17M and $16M, respectively. These outflows were relatively small in scale compared to the week’s inflow leaders, indicating concentrated rather than widespread redemption activity among issuers.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 64 $156.51B 53.36%
JPMorgan 5 $46.77B 15.95%
Vanguard 2 $38.36B 13.08%
Franklin 18 $16.47B 5.62%
WisdomTree 10 $12.39B 4.22%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $505M
KraneShares $308M
JPMorgan $292M
Outflows
First Trust -$19M
VanEck -$17M
Xtrackers -$16M

For a deeper dive into these trends, access our FREE, in-depth Region & Country 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.