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.
