Digital Asset Rebound: Cryptocurrency ETFs Break Losing Streak with $901M Inflow

Issuer League Tables

The issuer landscape on January 14, 2026, was characterized by significant absolute flow concentration among the top three providers, with SPDR leading all brands with $6,385M in daily net inflows. Vanguard and iShares followed with $5,630M and $3,908M respectively, while the top five absolute leaders accounted for over $18B in combined daily activity. Conversely, Xtrackers and Direxion emerged as the primary absolute laggards, recording outflows of $331M and $202M during the session. From a relative perspective, LOGIQ dominated the field with a 1-day flow representing 18.73% of its AUM, while Scharf and PeakShares experienced the most pronounced relative contractions at -3.76% and -2.44%.

Issuer Flows (Absolute)

Issuer Flows (Relative)

Asset Class Flows

Daily ETF Flow Analysis

The total market witnessed net daily inflows of $22,198M, predominantly driven by the Equity asset class which contributed $16,100M to the total. Fixed Income followed with a robust $4,482M, while Digital Assets saw a significant daily reversal with $901M in positive flow despite negative 1-week and 1-month trends. Within the Equity categories, U.S. Large Cap – Blend remains the dominant leader with $9,952M in daily inflows, contrasting sharply with U.S. Large Cap – Value, which experienced the deepest daily retreat at -$1,446M. Commodity flows remained positive at $122M, while Currency was the only asset class to record a daily net outflow of $57M.

Top 10 Category Flows

Bottom 10 Category Flows

U.S. Size & Style

Daily activity in U.S. Size & Style was concentrated in Large Cap Blend and Growth products, with SPY and VUG leading the session with inflows of $4,822M and $2,375M respectively. This activity aligns with the broader U.S. Large Cap – Blend category trend, which has seen $34,359M in positive flows over the past week. Conversely, Value-oriented funds and Small Caps faced substantial pressure, exemplified by VTV’s $903M outflow and VBK’s $669M retreat. The session reflects a continued divergence between Blend/Growth segments and the Value/Small Cap categories, which are currently recording YTD outflows across multiple benchmarks.

Size & Style ex-U.S.

International equity flows were heavily weighted toward Emerging Markets, with JEMG and EEM leading the ex-U.S. segment with $507M and $336M in daily inflows. Emerging Large Cap remains the standout sub-category for the group, attracting $6,160M YTD and $43,955M over the past year. In contrast, the Global ex-U.S. segment saw minor outflows among laggards, with DNL and GKAT shedding $9M and $8M during the session. Overall, Emerging Markets exposure captured the bulk of the $1,929M in total 1-day international equity flows reported.

Sector & Industry

Sector activity favored Consumer Staples and Information Technology, with XLP and XLK attracting $402M and $330M respectively. The Energy sector also showed daily strength, with XLE recording $245M in inflows and XOP adding $123M, despite Energy’s significantly negative 1-year flow trend of -$8.38B. Laggards were led by XBI, which saw a $396M daily outflow, while the Semiconductor segment experienced conflicting flows as SOXX added $217M while SMH lost $176M. Total daily sector flows amounted to $745M, indicating a relatively concentrated session across specific industries.

Region & Country

Regionally, Asia-Pacific emerged as the leading flow destination with AIA recording $131M in net inflows, followed by South Korea (EWY) and Japan (DXJ) with $92M and $84M respectively. The Asia-Pacific region has attracted $1,130M over the past week and $8,045M over the trailing year. Latin America also showed relative strength as EWZ and ILF combined for $89M in daily inflows. North America was the primary regional laggard, with BBCA shedding $24M as regional flows for the group totaled -$33M for the session.

Thematic

Thematic ETF activity was led by the Natural Resources and Industrial Revolution segments, with COPX and SHLD attracting $110M and $94M in daily net inflows. Total thematic flows reached $10,050M over the last year, with Industrial Revolution contributing $6,501M to that total. ARKK also recorded a positive session with $42M in inflows, while infrastructure exposure remained steady with PAVE adding $35M. Laggards were notable in the Homebuilders (XHB) and Media/Gaming (GGME) segments, which shed $69M and $24M respectively during the session.

Fixed Income

Fixed Income products recorded $4,482M in daily net inflows, with Intermediate duration strategies capturing $3,839M of that total. VCIT and VGIT were the primary drivers, attracting $1,385M and $1,352M respectively, while Treasury-focused GOVT added $687M. High Yield was a significant outlier for the session, as HYLB shed $415M and High Yield as a category recorded -$324M in daily activity. Over the trailing year, Fixed Income has seen $453,589M in positive flows, with Multi-Sector strategies accounting for $191,884M of the total aggregate.

Commodity

The Commodity asset class added $122M in daily net flows, primarily driven by the Precious Metals and Energy segments. GLDM led all funds with $183M in inflows, followed by USO’s $66M contribution as Energy commodities recorded $53M in total 1-day flow. Precious Metals remains the dominant commodity segment over the longer term, attracting $847M YTD and $54,190M over the trailing year. Silver exposure faced significant pressure during the session, with SLV recording an outflow of $218M, while broader market multi-sector commodities added $35M.

Cryptocurrency

Cryptocurrency ETFs recorded $901M in daily net inflows, effectively reversing the negative $690M 1-week flow trend. Bitcoin-focused funds were the primary recipients of new capital, with FBTC and BITB attracting $351M and $159M respectively. Altcoin exposure also grew with $9M in daily inflows, while Ethereum funds recorded $132M in positive activity despiteGrayscale’s ETHE and others remaining lower in the flow stack. Total cryptocurrency AUM stands at $150.07B, with Bitcoin products accounting for $125.69B of that aggregate.

Non-Traditional

The Non-Traditional asset class generated $572M in daily net flows, led by the Synthetic Income segment with $396M in positive activity. TQQQ was the top performing fund with $228M in inflows, while leverage/inverse strategies recorded $142M in daily activity. Over the trailing year, Synthetic Income funds have attracted $70,318M, while Buffer strategies have added $14,253M. SOXL emerged as the primary laggard with a $255M daily outflow, followed by SQQQ’s $110M retreat as volatility persisted in the leverage/inverse equity segment.

Recent Launches

BNY Mellon has been the most active issuer in terms of asset gathering for new launches, with five municipal and core bond strategies debuting on January 12, 2026. BMOP leads this recent cohort with $1,853.85M in AUM, while BKMI and BKMS follow with $1,778.77M and $466.54M respectively. The Non-Traditional segment also saw new entrants from TappAlpha (TDAX, TSYX) and FT Vest (BFJA), contributing to the $4.87B in unclassified AUM reported for YTD launches. Overall, active management remains the dominant trend for new products, accounting for 11 of the 17 tracked YTD launches.