Weekly Channel Summary
The Global Size & Style ETF channel continues to demonstrate robust scale, currently overseeing $150B in assets across 91 ETFs managed by 64 issuers. Investor appetite remained strong this past week, with the channel attracting $1.69B in net new assets. This weekly momentum contributes to an impressive Year-to-Date (YTD) inflow total of $20.13B, closely aligning with the $20.97B gathered over the past year, highlighting a consistent trend of capital commitment to global equity strategies.
This Week’s Performance Leaders and Laggards
Performance was mixed but generally positive across the channel’s categories this week. The Equity: Global Large Cap – Blend category led the way with a modest 0.11% gain, maintaining its strong momentum as it sits up 19.78% YTD. Conversely, the Equity: Global Large Cap – Growth segment acted as the primary laggard, slipping -0.17% for the week. Despite this weekly dip, the Growth category remains in positive territory for the year, posting a 9.10% YTD return.
Category Performance Snapshot
| Category | WTD | 1 Month | 3 Month | 6 Month | YTD | 1 Year |
|---|---|---|---|---|---|---|
| Equity: Global Large Cap – Blend | 0.11% | 3.65% | 2.33% | 11.95% | 19.78% | 19.62% |
| Equity: Global Small | Mid Cap | 0.05% | 5.77% | 2.95% | 12.24% | 19.20% | 19.62% |
| Equity: Global Large Cap – Value | 0.03% | 4.41% | 3.97% | 12.14% | 23.70% | 24.13% |
| Equity: Global Large Cap – Growth | -0.17% | 2.90% | -1.17% | 5.74% | 9.10% | 8.55% |
Top & Bottom 5 ETFs by Weekly Performance
At the individual fund level, the Aztlan Global Stock Selection DM SMID ETF (AZTD) stood out as the best-performing ETF, returning 1.73% for the week. On the other end of the spectrum, the Horizon Kinetics Inflation Beneficiaries ETF (INFL) and the Motley Fool Global Opportunities ETF (TMFG) were the primary laggards, falling -1.11% and -0.99%, respectively.
| Ticker | Fund Name | WTD Performance |
|---|---|---|
| Top Performers | ||
| AZTD | Aztlan Global Stock Selection DM SMID ETF | 1.73% |
| WLDR | Affinity World Leaders Equity ETF | 1.08% |
| RCGE | RockCreek Global Equality ETF | 0.79% |
| EZRO | Alpha Droid Defensive Sector Rotation ETF | 0.71% |
| EZMO | Alpha Droid Broad Markets Momentum ETF | 0.66% |
| Bottom Performers | ||
| INFL | Horizon Kinetics Inflation Beneficiaries ETF | -1.11% |
| TMFG | Motley Fool Global Opportunities ETF | -0.99% |
| SFGV | Sequoia Global Value ETF | -0.72% |
| WRND | NYLI Global Equity R&D Leaders ETF | -0.66% |
| AGQI | First Trust Active Global Quality Income ETF-VIII | -0.50% |
Analyzing the Weekly Flows
The channel recorded a total net inflow of $1.69B this week, with the Equity: Global Large Cap – Blend category leading the charge by absorbing $1,027M, reinforcing its position as the channel’s heavyweight with $129.4B in total AUM. Significant interest was also seen in the Equity: Global Large Cap – Value category, which pulled in $574M. While all segments reported positive activity, the Equity: Global Small | Mid Cap category saw the leanest inflows, totaling $18M for the week.
Category Flows Summary
| Category | Fund Count | AUM | 5 Day | 30 Day | 90 Day | YTD | 1 Year |
|---|---|---|---|---|---|---|---|
| Equity: Global Large Cap – Blend | 62 | $129.4B | $1,027M | $3,261M | $7,414M | $16,865M | $17,627M |
| Equity: Global Large Cap – Value | 13 | $8.1B | $574M | $603M | $670M | $198M | $141M |
| Equity: Global Large Cap – Growth | 3 | $8.5B | $59M | $184M | $597M | $2,106M | $2,213M |
| Equity: Global Small | Mid Cap | 8 | $3.8B | $18M | $38M | $69M | $945M | $976M |
Top & Bottom 5 ETFs by 5-Day Flow
The iShares MSCI ACWI ETF (ACWI) was the top asset gatherer this week, securing $698M in new capital. In contrast, the Activebeta World Low Vol Plus Equity ETF (GLOV) and the BBH Select Mid Cap ETF (BBHM) experienced the most pressure, with outflows of -$41M and -$3M, respectively.
| Ticker | Fund Name | 5-Day Flow |
|---|---|---|
| Inflows | ||
| ACWI | iShares MSCI ACWI ETF | $698M |
| GCOW | Pacer Global Cash Cows Dividend ETF | $521M |
| CGGE | Capital Group Global Equity ETF | $144M |
| CGDG | Capital Group Dividend Growers ETF | $61M |
| CGGO | Capital Group Global Growth Equity ETF | $61M |
| Outflows | ||
| GLOV | Activebeta World Low Vol Plus Equity ETF | -$41M |
| BBHM | BBH Select Mid Cap ETF | -$3M |
| TOGA | Tremblant Global ETF | -$3M |
| TOLL | Tema Durable Quality ETF | -$3M |
| TMFG | Motley Fool Global Opportunities ETF | -$2M |
Issuer League Table Update
In the issuer landscape, Vanguard and iShares maintain their dominant positions, holding 39.34% and 32.31% of the market share, respectively. This week, iShares was the clear leader in gathering weekly inflows with $823M. Meanwhile, among the larger players, Goldman Sachs saw the most significant weekly outflows, losing -$41M from its Global Size & Style suite.
Top 5 Issuers by AUM
| Brand | Fund Count | AUM | AUM Market Share |
|---|---|---|---|
| Vanguard | 1 | $58.99B | 39.34% |
| iShares | 11 | $48.45B | 32.31% |
| Capital Group | 3 | $13.46B | 8.97% |
| JPMorgan | 2 | $7.07B | 4.71% |
| Pacer | 4 | $3.30B | 2.20% |
Top & Bottom 3 Issuers by 5-Day Flow
| Brand | 5-Day Flow |
|---|---|
| Inflows | |
| iShares | $823M |
| Pacer | $521M |
| Capital Group | $265M |
| Outflows | |
| Goldman Sachs | -$41M |
| Tremblant | -$3M |
| Tema | -$3M |
For a deeper dive into these trends, access our FREE, in-depth 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.
