South Korea Surges and Vanguard Dominates Regional Inflows

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Weekly Channel Summary

The EQ: Region & Country channel currently commands $242B in total assets under management across 186 ETFs managed by 36 issuers. This past week, the channel attracted $408 million in net inflows, contributing to a substantial Year-to-Date flow total of $22.80 billion. The rolling one-year flow figure stands at $22.61 billion, underscoring the sustained interest in regional and country-specific strategies throughout the year.

This Week’s Performance Leaders and Laggards

Performance was broadly positive across the channel this week, with the Americas category leading the pack with a 2.15% return. The Asia-Pacific category followed with a 1.38% gain. On a Year-to-Date basis, the Americas category remains the dominant leader with a 49.83% return, while the Africa-Middle East category has returned 29.31% YTD despite being the relative laggard this week with a 0.82% WTD return.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Americas 2.15% 2.86% 10.41% 19.54% 49.83% 48.19%
Asia-Pacific 1.38% 1.55% 2.32% 12.66% 25.78% 24.69%
Eurozone 0.90% 4.38% 6.25% 10.19% 36.86% 36.84%
Africa-Middle East 0.82% 4.62% 5.25% 12.97% 29.31% 28.91%

Top & Bottom 5 ETFs by Weekly Performance

The top individual performer this week was the FLKR (Franklin FTSE South Korea ETF), which posted a gain of 5.88%. At the bottom of the rankings, the DGIN (VanEck Digital India ETF) and EIS (iShares MSCI Israel ETF) struggled, returning -2.31% and -1.54%, respectively.

Ticker Fund Name WTD Performance
Top Performers
FLKR Franklin FTSE South Korea ETF 5.88%
EWY iShares MSCI South Korea ETF 5.87%
MKOR Matthews Korea Active ETF 5.58%
KSTR KraneShares SSE STAR Market 50 Index ETF 5.40%
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 4.39%
Bottom Performers
DGIN VanEck Digital India ETF -2.31%
EIS iShares MSCI Israel ETF -1.54%
INDE Matthews India Active ETF -1.37%
ISRA VanEck Israel ETF -1.23%
IDX VanEck Indonesia Index ETF -1.21%

Analyzing the Weekly Flows

The channel saw a total net inflow of $408 million this week. The Eurozone category was the primary beneficiary, attracting $378 million in net flows, bringing its category AUM to $79.3B. The Asia-Pacific category also saw notable strength with $291 million in inflows. Conversely, the Americas category faced the most significant headwinds, recording outflows of -$264 million.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Eurozone 53 $79.3B $378M $971M $4,489M $13,695M $13,530M
Asia-Pacific 103 $132.4B $291M $1,461M $4,139M $4,958M $4,928M
Africa-Middle East 11 $2.6B $3M $50M $191M $512M $513M
Americas 18 $27.8B -$264M $613M $1,219M $3,633M $3,635M

Top & Bottom 5 ETFs by 5-Day Flow

The VGK (Vanguard FTSE Europe ETF) led all funds in net inflows this week, gathering $233 million. Conversely, significant capital exited the BBCA (JPMorgan BetaBuilders Canada ETF) and the KWEB (KraneShares CSI China Internet ETF), with outflows of -$270 million and -$92 million, respectively.

Ticker Fund Name 5-Day Flow
Inflows
VGK Vanguard FTSE Europe ETF $233M
VPL Vanguard FTSE Pacific ETF $211M
EWJ iShares MSCI Japan ETF $194M
AIA iShares Asia 50 ETF $71M
DXJ WisdomTree Japan Hedged Equity Fund $57M
Outflows
BBCA JPMorgan BetaBuilders Canada ETF -$270M
KWEB KraneShares CSI China Internet ETF -$92M
BBJP JPMorgan BetaBuilders Japan ETF -$90M
AAXJ iShares MSCI All Country Asia ex Japan ETF -$36M
CQQQ Invesco China Technology ETF -$33M

Issuer League Table Update

iShares and JPMorgan remain the dominant forces in the channel, holding market shares of 48.98% and 15.71%, respectively. This week, Vanguard was the top gatherer with $444 million in inflows, while iShares followed with $332 million. Conversely, JPMorgan saw the largest outflows among major issuers, with -$360 million in net redemptions across its product suite.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 64 $118.62B 48.98%
JPMorgan 5 $38.06B 15.71%
Vanguard 2 $37.95B 15.67%
Wisdom Tree 10 $10.99B 4.54%
Franklin 18 $8.94B 3.69%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Vanguard $444M
iShares $332M
WisdomTree $32M
Outflows
JPMorgan -$360M
KraneShares -$94M
Invesco -$33M

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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.