U.S. Recap: $19B Flocks to Size & Style ETFs in Down Week for U.S. Equities

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Weekly Channel Summary

The U.S. Size & Style ETF Channel, comprising 898 ETFs from 246 issuers, closed the week with $6,930B in total AUM. The channel saw significant inflows, attracting $19.00B over the past week, bringing Year-to-Date (YTD) net flows to $432.09B and total 1-year flows to $562.61B.

This Week’s Performance Leaders and Laggards

This week, U.S. Large Cap Value was the top-performing category, posting a Week-to-Date (WTD) return of 0.45% and pushing its YTD return to 10.69%. On the other end of the spectrum, U.S. Mid Cap Growth was the primary laggard, dropping -1.82% WTD, though it remains positive for the year with a 5.94% YTD return.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
U.S. Large Cap – Value 0.45% 0.57% 2.83% 10.14% 10.69% 6.61%
U.S. Large Cap – Blend -0.01% 0.32% 3.07% 11.51% 12.17% 9.92%
U.S. Small Cap – Value -0.31% -1.33% 1.10% 9.83% 2.47% -1.73%
U.S. Mid Cap – Value -0.35% -1.22% 0.21% 6.64% 4.77% 0.48%
U.S. Large Cap – Growth -0.68% -0.15% 3.50% 14.21% 15.50% 14.95%
U.S. Small Cap – Blend -0.92% -2.17% 0.96% 8.69% 4.37% -0.01%
U.S. Mid Cap – Blend -1.01% -1.56% 0.58% 6.84% 5.25% 1.41%
U.S. Small Cap – Growth -1.58% -3.15% 2.28% 10.82% 6.11% 1.23%
U.S. Mid Cap – Growth -1.82% -3.32% -0.64% 5.93% 5.94% 3.37%

Top & Bottom ETFs by Weekly Performance

Across market caps, the Avantis Inflation Focused Equity ETF (AVIE) was the large-cap leader with a 2.47% gain, while the Innovator IBD 50 ETF (FFTY) lagged, falling -6.91%. In mid-caps, the Alger Weatherbie Enduring Growth ETF (AWEG) rose 2.08%, whereas the Alger Mid Cap 40 ETF (FRTY) was the worst performer, down -5.50%. For small-caps, the Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) gained 1.11%, and the First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) was the bottom performer, dropping -3.33%.

Large Cap Performance

Ticker Fund Name WTD Performance
Top Performers
AVIE Avantis Inflation Focused Equity ETF 2.47%
HDV iShares Core High Dividend ETF 2.25%
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.18%
UDI USCF Dividend Income Fund 2.02%
SCHD Schwab US Dividend Equity ETF 1.95%
Bottom Performers
PDP Invesco Dorsey Wright Momentum ETF -3.45%
FPX First Trust US Equity Opportunities ETF -3.48%
BUZZ VanEck Social Sentiment ETF -6.23%
FCUS Pinnacle Focused Opportunities ETF -6.61%
FFTY Innovator IBD 50 ETF -6.91%

Mid Cap Performance

Ticker Fund Name WTD Performance
Top Performers
AWEG Alger Weatherbie Enduring Growth ETF 2.08%
RFV Invesco S&P Midcap 400 Pure Value ETF 0.18%
CCFE Concourse Capital Focused Equity ETF 0.18%
VOE Vanguard Mid-Cap Value ETF 0.16%
SMOT VanEck Morningstar SMID Moat ETF 0.14%
Bottom Performers
TSME Thrivent Small-Mid Cap Equity ETF -2.67%
FNY First Trust Mid Cap Growth AlphaDEX Fund -2.99%
CBSE Clough Select Equity ETF -3.04%
IPO Renaissance IPO ETF -4.65%
FRTY Alger Mid Cap 40 ETF -5.50%

Small Cap Performance

Ticker Fund Name WTD Performance
Top Performers
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.11%
FDM First Trust Dow Jones Select MicroCap Index Fund 0.76%
ABLS Abacus FCF Small Cap Leaders ETF 0.49%
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.44%
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.41%
Bottom Performers
ISCG iShares Morningstar Small-Cap Growth ETF -2.25%
VBK Vanguard Small-Cap Growth ETF -2.33%
IWO iShares Russell 2000 Growth ETF -2.76%
VTWG Vanguard Russell 2000 Growth ETF -2.76%
MMSC First Trust Multi-Manager Small Cap Opportunities ETF -3.33%

Analyzing the Weekly Flows

The channel experienced strong positive net flows of $18,997M this week. U.S. Large Cap – Blend led the pack, pulling in $11,285M, adding to its dominant $3,888.1B AUM. U.S. Large Cap – Value also saw significant interest, with $3,424M in new assets. All categories saw inflows this week, with U.S. Mid Cap – Growth recording the smallest gain at $8M.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
U.S. Large Cap – Blend 333 $3,888.1B $11,285M $48,784M $102,135M $262,393M $339,888M
U.S. Large Cap – Value 190 $869.2B $3,424M $7,040M $19,012M $51,164M $72,445M
U.S. Large Cap – Growth 151 $1,233.4B $1,916M $24,574M $37,828M $107,104M $123,388M
U.S. Small Cap – Blend 60 $311.8B $1,469M $3,654M $6,526M ($6,065M) ($3,798M)
U.S. Mid Cap – Blend 66 $354.0B $596M $1,245M $5,403M $20,022M $27,726M
U.S. Small Cap – Growth 18 $48.6B $139M $264M $223M ($1,771M) ($307M)
U.S. Mid Cap – Value 21 $73.9B $89M ($168M) $623M $1,166M $2,587M
U.S. Small Cap – Value 34 $93.6B $72M ($394M) ($72M) ($3,712M) ($2,246M)
U.S. Mid Cap – Growth 23 $57.5B $8M $42M $1,391M $1,785M $2,930M

Top & Bottom ETFs by 5-Day Flow

At the fund level, the Vanguard S&P 500 ETF (VOO) was the clear large-cap winner, attracting $6,589M, while the SPDR S&P 500 ETF Trust (SPY) saw the largest outflow at -$1,712M. In mid-caps, the Vanguard Mid-Cap ETF (VO) led with $192M in inflows, and the SPDR S&P Midcap 400 ETF Trust (MDY) shed -$163M. The iShares Russell 2000 ETF (IWM) dominated small-cap inflows with $1,490M, while the iShares Core S&P Small Cap ETF (IJR) saw the most significant redemption at -$155M.

Large Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
VOO Vanguard S&P 500 ETF $6,589M
IVV iShares Core S&P 500 ETF $3,588M
DIA SPDR Dow Jones Industrial Average ETF Trust $1,369M
QQQ Invesco QQQ Trust Series 1 $1,230M
VTI Vanguard Total Stock Market ETF $589M
Outflows
COWZ Pacer US Cash Cows 100 ETF ($126M)
IVW iShares S&P 500 Growth ETF ($145M)
RSP Invesco S&P 500 Equal Weight ETF ($307M)
QQXT First Trust Nasdaq-100 Ex-Technology Secto.. ($613M)
SPY SPDR S&P 500 ETF Trust ($1,712M)

Mid Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
VO Vanguard Mid-Cap ETF $192M
IWR iShares Russell Midcap ETF $115M
SPMD State Street SPDR Portfolio S&P 400 Mid.. $114M
TSME Thrivent Small-Mid Cap Equity ETF $80M
XMMO Invesco S&P MidCap Momentum ETF $75M
Outflows
VOE Vanguard Mid-Cap Value ETF ($7M)
SMIG Bahl & Gaynor Small/Mid Cap Income Growth.. ($8M)
JHMM John Hancock Multifactor Mid Cap ETF ($10M)
IWP iShares Russell Mid-Cap Growth ETF ($13M)
MDY SPDR S&P Midcap 400 ETF Trust ($163M)

Small Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
IWM iShares Russell 2000 ETF $1,490M
AVUV Avantis U.S. Small Cap Value ETF $73M
VTWO Vanguard Russell 2000 ETF $56M
DFAS Dimensional U.S. Small Cap ETF $49M
IWO iShares Russell 2000 Growth ETF $49M
Outflows
SCHA Schwab U.S. Small-Cap ETF ($14M)
SPSM State Street SPDR Portfolio S&P 600 Small Ca.. ($29M)
VB Vanguard Small-Cap ETF ($38M)
IJS iShares S&P Small-Cap 600 Value ETF ($39M)
IJR iShares Core S&P Small Cap ETF ($155M)

Issuer League Table Update

The issuer landscape remains concentrated, with Vanguard (34.06% market share) and iShares (27.48% market share) controlling the majority of assets. Vanguard also led in weekly fundraising, gathering $8,928M. Among top issuers, First Trust experienced the largest weekly outflows, seeing -$501M leave its funds.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 38 $2,360.59B 34.06%
iShares 81 $1,904.32B 27.48%
SPDR 30 $1,014.65B 14.64%
Invesco 69 $666.44B 9.62%
Schwab 12 $300.78B 4.34%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Vanguard $8,928M
iShares $6,735M
Invesco $1,544M
Outflows
Goldman Sachs ($82M)
Pacer ($171M)
First Trust ($501M)

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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.