Semiconductor ETFs See Fresh Wave of New Inflows

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Issuer League Tables

Note on Flow Volatility: Daily flow outliers may be driven by specialized portfolio rebalancing. With the continued growth of actively managed ETFs, these events occur with greater frequency and often do not align with traditional, scheduled index rebalance dates.

State Street led issuers with a $2.56B inflow, significantly boosting its year-to-date total to $9.03B. Dimensional continued its strong gathering trend, adding $606.5M for the day and bringing its 30-day total to $4.67B. Conversely, iShares experienced a substantial daily outflow of ($7.69B), which pushed its 5-day flow total into negative territory at ($10.45B) despite maintaining a positive $255.61B YTD figure. Tradr was a notable laggard in both absolute and relative terms, shedding ($341.7M) or 7.32% of its assets under management.

Issuer Flows (Absolute)

Brand AUM 1 Day 5 Day 30 Day YTD 1 Year
Top 5 Leaders
State Street $89.35B $2.56B $2.83B $3.53B $9.03B $14.31B
Dimensional $315.99B $606.5M $1.57B $4.67B $36.25B $51.98B
SPDR $2,044.55B $569.7M ($477.6M) $6.40B $97.16B $147.37B
Invesco $991.67B $536.8M $1.77B $21.60B $77.70B $112.27B
Capital Group $160.26B $453.6M $1.31B $5.62B $43.08B $60.40B
Top 5 Laggards
iShares $4,652.66B ($7.69B) ($10.45B) $9.74B $255.61B $450.41B
Tradr $4.67B ($341.7M) ($147.7M) ($244.2M) $4.16B $5.81B
ProShares $122.76B ($133.1M) $628.5M $3.70B $25.22B $25.74B
US Commodity Funds $4.19B ($121.1M) ($326.0M) ($390.6M) $35.5M $169.1M
Global X $96.03B ($107.3M) $55.0M $42.4M $11.43B $18.94B

Issuer Flows (Relative to AUM)

Brand AUM 1 Day Flow 1 Day Flow % of AUM
Top 5 Leaders
Symmetry Panoramic $87.0M $12.5M 14.42%
Measured Risk Portfolios $282.7M $38.1M 13.49%
Beacon $93.8M $4.0M 4.29%
iPath $1.56B $47.7M 3.06%
State Street $89.35B $2.56B 2.87%
Top 5 Laggards
Ocean Park $92.0M ($8.2M) (8.95%)
Tradr $4.67B ($341.7M) (7.32%)
Meridian $1.56B ($94.5M) (6.04%)
Q3 $103.2M ($3.5M) (3.42%)
Fairlead $305.1M ($9.1M) (2.99%)

Daily ETF Flow Analysis

ETFs saw net outflows of ($1.77B) on the day, reversing a positive trend over the past week and month. The negative turn was driven entirely by a ($5.87B) redemption from Equity products, which overshadowed inflows into Fixed Income ($2.17B) and Multi-Asset ($2.52B). The U.S. Large Cap Blend category was the primary source of the equity outflows, shedding ($8.10B) alone. In contrast, the Asset Allocation: Target Risk – Aggressive category was the day’s top gainer, pulling in $2.50B.

Asset Class Flows

Asset Class AUM 1 Day 1 Week 1 Month YTD 1 Year
Equity $12,594.75B ($5.87B) ($70.3M) $86.06B $865.55B $1,304.73B
Fixed Income $2,665.44B $2.17B $13.22B $64.14B $441.31B $620.24B
Commodity $347.58B ($347.3M) $1.82B $12.05B $6.06B $31.72B
Alternative $13.99B $71.5M $120.5M $318.3M $4.15B $5.07B
Multi-Asset $42.34B $2.52B $2.67B $3.88B $11.45B $15.35B
Currency $2.58B $71.0K ($28.5M) ($286.8M) $302.5M $300.4M
Non-Traditional $496.92B ($331.2M) $1.91B $8.47B $74.66B $98.55B
Digital Asset $119.65B $28.8M $709.3M $5.74B $80.8M $4.89B
Total $16,283.26B ($1.77B) $20.35B $180.38B $1,403.56B $2,080.85B

Category Flows (Top/Bottom 10)

Category AUM 1 Day Flow
Top 10 Leaders
Asset Allocation: Target Risk – Aggressive $3.62B $2.50B
Fixed Income: Taxable – Government Ultrashort $280.23B $469.9M
Equity: Sector – Financials $101.92B $440.9M
Equity: Sector – Information Technology $485.33B $391.4M
Fixed Income: Taxable – Government Long $131.67B $388.4M
Fixed Income: Municipal – Intermediate $143.94B $367.1M
Fixed Income: Taxable – Core $427.00B $318.3M
Equity: Sector – Health Care $115.91B $305.2M
Equity: Global Ex-U.S. Large Cap – Blend $1,182.58B $303.4M
Equity: U.S. Large Cap – Growth $1,477.12B $302.4M
Bottom 10 Laggards
Equity: U.S. Large Cap – Blend $4,821.07B ($8.10B)
Equity: U.S. Mid Cap – Blend $447.24B ($375.3M)
Commodity: Focused – Precious Metals $309.66B ($373.3M)
Non-Traditional: Leverage | Inverse – Single Stock $33.24B ($342.6M)
Fixed Income: Taxable – Corporate $179.88B ($289.7M)
Equity: U.S. Small Cap – Blend $388.81B ($265.7M)
Equity: Thematic – Precious Metals $54.17B ($227.4M)
Non-Traditional: Leverage | Inverse – Equity $131.49B ($159.0M)
Equity: Thematic – Sustainability $7.06B ($156.8M)
Commodity: Focused – Energy $3.68B ($129.9M)

U.S. Size & Style

A massive ($9.72B) redemption from the iShares Core S&P 500 ETF (IVV) dominated U.S. equity flows and was the primary driver of the category’s net outflows. In contrast, the State Street SPDR S&P 500 ETF (SPY) collected $726.7M in new assets. Elsewhere, Dimensional U.S. Targeted Value ETF (DFAT) continued to attract capital with a $206.6M inflow. Mid-cap and small-cap blend funds also saw outflows, with the State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) and iShares Core S&P Small Cap ETF (IJR) shedding ($325.1M) and ($238.0M), respectively.

Ticker Name AUM 1 Day Flow
Top 5 Leaders
SPY State Street SPDR S&P 500 ETF $804.30B $726.7M
IWB iShares Russell 1000 ETF $49.00B $292.9M
DFAT Dimensional U.S. Targeted Value ETF $14.38B $206.6M
QQQM Invesco NASDAQ 100 ETF $103.52B $175.2M
CGUS Capital Group Core Equity ETF $11.95B $151.7M
Top 5 Laggards
IVV iShares Core S&P 500 ETF $868.95B ($9.72B)
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $26.28B ($325.1M)
IJR iShares Core S&P Small Cap ETF $108.84B ($238.0M)
SPYG State Street SPDR Portfolio S&P 500 Growth ETF $53.90B ($174.4M)
FMDE Fidelity Enhanced Mid Cap Core ETF $8.27B ($112.9M)

Explore the U.S. Size & Style Explorer →

Size & Style ex-U.S.

Developed markets ex-U.S. funds led inflows, with the iShares Core MSCI EAFE ETF (IEFA) attracting $398.4M. Dimensional’s international suite also performed well, as the Dimensional International Small Cap Value ETF (DISV) and Dimensional International Small Cap ETF (DFIS) gathered $97.4M and $96.3M, respectively. On the redemption side, the iShares MSCI EAFE Small-Cap ETF (SCZ) saw the largest outflow at ($103.4M).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
IEFA iShares Core MSCI EAFE ETF $194.25B $398.4M
DISV Dimensional International Small Cap Value ETF $5.27B $97.4M
DFIS Dimensional International Small Cap ETF $5.90B $96.3M
DFIV Dimensional International Value ETF $22.20B $23.3M
VDV Vanguard Developed Markets ex-US Value Index ETF $31.4M $15.8M
Top 5 Laggards
SCZ iShares MSCI EAFE Small-Cap ETF $13.01B ($103.4M)
VEU Vanguard FTSE All-World ex-US Index Fund $69.92B ($74.8M)
EFAV iShares MSCI EAFE Min Vol Factor ETF $5.47B ($47.1M)
LVHI Franklin International Low Volatility High Dividend Index ETF $5.93B ($26.6M)
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF $671.2M ($18.6M)

Explore the Global (ex-U.S.) Size & Style Explorer →

Sector & Industry

Semiconductor ETFs were a clear area of strength, attracting significant capital. The VanEck Semiconductor ETF (SMH) led all sector funds with a $357.9M inflow, followed closely by the iShares Semiconductor ETF (SOXX) which added $300.9M. Regional banking also saw positive flows, with the State Street SPDR S&P Regional Banking ETF (KRE) bringing in $296.7M. Conversely, broader technology funds faced redemptions, including a ($111.8M) outflow from the iShares U.S. Technology ETF (IYW).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
SMH VanEck Semiconductor ETF $66.98B $357.9M
SOXX iShares Semiconductor ETF $41.33B $300.9M
KRE State Street SPDR S&P Regional Banking ETF $3.90B $296.7M
XLE State Street Energy Select Sector SPDR ETF $42.51B $136.6M
XLI State Street Industrial Select Sector SPDR ETF $31.65B $120.9M
Top 5 Laggards
IYW iShares U.S. Technology ETF $24.64B ($111.8M)
IYR iShares U.S. Real Estate ETF $4.31B ($76.4M)
IGV iShares Expanded Tech-Software Sector ETF $14.02B ($62.1M)
XLK State Street Technology Select Sector SPDR ETF $119.59B ($55.1M)
XLY State Street Consumer Discretionary Select Sector SPDR ETF $22.27B ($40.2M)

Explore the Sector & Industry Explorer →

Region & Country

Japan-focused strategies saw the most significant inflows among country-specific ETFs. The iShares MSCI Japan ETF (EWJ) was the standout leader, collecting $244.5M in new assets. Other country funds saw modest activity in comparison. On the other side of the ledger, China-focused ETFs experienced outflows, led by a ($56.3M) redemption from the KraneShares CSI China Internet ETF (KWEB).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
EWJ iShares MSCI Japan ETF $23.04B $244.5M
EWN iShares MSCI Netherlands ETF $647.9M $27.1M
EWZ iShares MSCI Brazil ETF $8.67B $19.0M
EWS iShares MSCI Singapore ETF $1.29B $13.7M
EEMA iShares MSCI Emerging Markets Asia ETF $886.4M $11.7M
Top 5 Laggards
KWEB KraneShares CSI China Internet ETF $4.95B ($56.3M)
AIA iShares Asia 50 ETF $4.88B ($48.7M)
THD iShares MSCI Thailand ETF $335.1M ($7.2M)
CNXT VanEck ChiNext Innovators ETF $102.8M ($7.2M)
DBEU Xtrackers MSCI Europe Hedged Equity ETF $780.8M ($5.4M)

Explore the Region & Country Explorer →

Thematic

Energy infrastructure and home construction themes attracted the most capital. The First Trust North American Energy Infrastructure Fund (EMLP) led with an $83.9M inflow, while the iShares U.S. Home Construction ETF (ITB) gathered $78.9M. In contrast, precious metals miners saw significant redemptions, with the VanEck Gold Miners ETF (GDX) shedding ($170.3M). Clean energy also faced outflows, as seen in the ($126.8M) withdrawal from the iShares Global Clean Energy ETF (ICLN).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
EMLP First Trust North American Energy Infrastructure Fund $4.26B $83.9M
ITB iShares U.S. Home Construction ETF $2.25B $78.9M
GNR State Street SPDR S&P Global Natural Resources ETF $5.16B $67.1M
MOO VanEck Agribusiness ETF $1.14B $26.6M
SKYY First Trust Cloud Computing ETF $3.31B $23.9M
Top 5 Laggards
GDX VanEck Gold Miners ETF $29.60B ($170.3M)
ICLN iShares Global Clean Energy ETF $2.03B ($126.8M)
MLPX Global X MLP & Energy Infrastructure ETF $3.70B ($82.3M)
GDXJ VanEck Junior Gold Miners ETF $9.45B ($31.8M)
COPX Global X Copper Miners ETF $8.10B ($26.8M)

Explore the Thematic Explorer →

Fixed Income

Government bond ETFs gathered the most assets, with interest concentrated at the very short and long ends of the duration spectrum. The iShares 0-3 Month Treasury Bond ETF (SGOV) led all fixed income funds with a $482.0M inflow, while the iShares 20+ Year Treasury Bond ETF (TLT) added $294.9M. Municipal bonds also saw demand, with the iShares National Muni Bond ETF (MUB) collecting $197.8M. Corporate bond funds saw the largest redemptions, led by a ($190.8M) outflow from the State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
SGOV iShares 0-3 Month Treasury Bond ETF $107.18B $482.0M
TLT iShares 20+ Year Treasury Bond ETF $46.96B $294.9M
BND Vanguard Total Bond Market ETF $162.53B $208.3M
BKAG BNY Mellon Core Bond ETF $2.46B $199.1M
MUB iShares National Muni Bond ETF $45.21B $197.8M
Top 5 Laggards
SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF $11.79B ($190.8M)
DFCF Dimensional Core Fixed Income ETF $11.46B ($155.1M)
CORP PIMCO Investment Grade Corporate Bond Index ETF $1.34B ($108.5M)
SHV iShares Trust iShares 0-1 Year Treasury Bond ETF $20.84B ($96.8M)
TIP iShares TIPS Bond ETF $14.85B ($74.8M)

Explore the related Explorers: Taxable → · Municipal → · Specialty →

Commodity

Commodity funds experienced net outflows of ($347.3M), driven primarily by large redemptions from gold and oil products. The SPDR Gold Shares (GLD) shed ($442.1M), an amount that far exceeded inflows into other gold funds like the SPDR Gold Minishares Trust (GLDM), which added $52.0M. Similarly, the United States Oil Fund LP (USO) saw a ($127.3M) outflow. Broad-based commodity funds like the Invesco DB Commodity Index Tracking Fund (DBC) saw modest inflows of $22.3M.

Ticker Name AUM 1 Day Flow
Top 5 Leaders
GLDM SPDR Gold Minishares Trust of beneficial interest $31.83B $52.0M
IAU iShares Gold Trust $64.89B $24.7M
PIT VanEck Commodity Strategy ETF $395.5M $24.0M
DBC Invesco DB Commodity Index Tracking Fund $1.88B $22.3M
HGER Harbor Commodity All-Weather Strategy ETF $4.50B $22.2M
Top 5 Laggards
GLD SPDR Gold Shares $148.38B ($442.1M)
USO United States Oil Fund LP $1.60B ($127.3M)
PPLT abrdn Physical Platinum Shares ETF $2.13B ($7.9M)
BNO United States Brent Oil Fund LP $653.5M ($5.6M)
DBE Invesco DB Energy Fund $110.9M ($3.5M)

Explore the Commodities Explorer →

Cryptocurrency

Digital asset ETFs recorded a net inflow of $28.8M, with mixed results across products. The iShares Bitcoin Trust ETF (IBIT) led all crypto funds with a $115.4M inflow. Ethereum products were split, as the iShares Staked Ethereum Trust ETF (ETHB) gathered $52.9M while the iShares Ethereum Trust ETF (ETHA) saw a nearly equal ($53.4M) outflow. The Grayscale Bitcoin Trust ETF (GBTC) continued to see redemptions, losing another ($56.2M).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
IBIT iShares Bitcoin Trust ETF $60.13B $115.4M
ETHB iShares Staked Ethereum Trust ETF $936.5M $52.9M
BTC Grayscale Bitcoin Mini Trust ETF $4.82B $30.4M
MSBT Morgan Stanley Bitcoin Trust ETF $583.7M $7.3M
BITB Bitwise Bitcoin ETF Trust $2.92B $4.2M
Top 5 Laggards
GBTC Grayscale Bitcoin Trust ETF $10.03B ($56.2M)
ETHA iShares Ethereum Trust ETF $8.31B ($53.4M)
FETH Fidelity Ethereum Fund ETF $1.33B ($26.2M)
ETHE Grayscale Ethereum Staking ETF $1.79B ($23.5M)
BITO ProShares Bitcoin ETF $1.66B ($9.6M)

Explore the Digital Assets Explorer →

Non-Traditional

Activity in non-traditional ETFs was mixed, with the category seeing overall net outflows of ($331.2M). The Direxion Daily S&P 500 Bull 3X ETF (SPXL) was the top gainer with a $128.2M inflow, while the ProShares UltraPro Short QQQ (SQQQ) added $113.2M. Conversely, the ProShares UltraPro QQQ (TQQQ) experienced the largest redemption at ($240.1M). Several Tradr funds were among the top laggards, including a ($94.7M) outflow from the Tradr 2X Long Innovation 100 Monthly ETF (MQQQ).

Ticker Name AUM 1 Day Flow
Top 5 Leaders
SPXL Direxion Daily S&P 500 Bull 3X ETF $7.04B $128.2M
SQQQ ProShares UltraPro Short QQQ $2.07B $113.2M
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $41.93B $59.1M
DIVO Amplify CWP Enhanced Dividend Income ETF $7.89B $48.3M
SNTH MRP SynthEquity ETF $259.3M $38.1M
Top 5 Laggards
TQQQ ProShares UltraPro QQQ $34.54B ($240.1M)
MQQQ Tradr 2X Long Innovation 100 Monthly ETF $222.2M ($94.7M)
NEBX Tradr 2X Long NBIS Daily ETF $161.5M ($75.4M)
TECL Direxion Daily Technology Bull 3X ETF $5.59B ($67.9M)
SIXH ETC 6 Meridian Hedged Equity Index Option ETF $605.4M ($56.8M)

Explore the related Explorers: Buffer → · Synthetic Income → · Leverage | Inverse →

Recent Launches

Recent launches include a new single-stock leveraged product, the Leverage Shares 2X Short Sk Hynix Daily ETF (SKHQ). In the alternatives space, the Mast HedgeIndex Managed Futures Strategy ETF (HXF) launched and has already accumulated $62.9M in assets. State Street also entered the market with a multi-asset product, the State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF (UCBG), which currently holds $10.0M in AUM.

Ticker Name ETF Action Category Inception AUM
SKHQ Leverage Shares 2X Short Sk Hynix Daily ETF Non-Traditional: Leverage | Inverse – Single Stock 9/2/2026 $150.0K
HXF Mast HedgeIndex Managed Futures Strategy ETF Alternative: Absolute Return – Managed Futures 9/1/2026 $62.9M
DIVH Integrity Dividend Harvest ETF Equity: U.S. Large Cap – Value 9/1/2026 $249.6K
UCBG State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF Asset Allocation: Target Risk – Aggressive 9/1/2026 $10.0M
VOOY XFUNDS Large Cap Income ETF Non-Traditional: Synthetic Income – Equity 8/31/2026 $1.2M
FRUT Yorkville America MANGOS Plus Index ETF Equity: Thematic – Disruptive Tech 8/31/2026 $247.7K
ISRL Defiance KSM Israel 120 ETF Equity: Region – Country Specific 8/31/2026 $1.2M
MNGU MicroSectors 3x Long MANGOS+ ex Private Companies ETNs Non-Traditional: Leverage | Inverse – Equity 8/27/2026 $0
DSPC Leverage Shares 1X Short SPCX Daily ETF Non-Traditional: Leverage | Inverse – Single Stock 8/27/2026 $147.3K
HWGV Hotchkis & Wiley Global Value Fund ETF Equity: Global Large Cap – Value 8/27/2026 $2.0M

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.

Flow data is reported after close on a T+1 basis. This report’s data is as of September 03, 2026, and reflects create/redeem activity from Thursday, September 03, 2026.

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.

©2026 ETF Action, Inc. All Rights Reserved. Data provided by FactSet.