Weekly Channel Summary
The Size & Style – Global channel closed the week with $200.75B in total AUM spread across 107 ETFs from 75 issuers. Despite a soft week for prices, net flows were positive at $1,057M over five days, pushing the YTD total to $28,719M and the 1-Year figure to $37,486M. This sustained inflow trend underscores continued investor appetite for globally diversified equity exposure even as performance cooled in the latest period.
This Week’s Performance Leaders and Laggards
All four categories in the channel posted negative returns for the week, with Global Large Cap – Blend holding up best at -0.59%, while Global Large Cap – Value lagged at -1.43%. Global Small | Mid Cap also struggled on a weekly basis at -1.35%, though it still carries a 9.38% YTD gain. Global Large Cap – Growth led all categories on a YTD basis at 14.87% despite a -0.77% weekly pullback. The breadth of weekly losses suggests a broad-based pullback across global equity styles rather than a rotation into a single segment.
Category Performance Snapshot
| Category | WTD | 1 Month | 3 Month | 6 Month | YTD | 1 Year |
|---|---|---|---|---|---|---|
| Global Large Cap – Blend | -0.59% | -0.47% | 2.18% | 14.43% | 12.95% | 15.91% |
| Global Large Cap – Growth | -0.77% | -0.27% | -2.01% | 17.67% | 14.87% | 16.12% |
| Global Small | Mid Cap | -1.35% | -5.79% | -0.89% | -0.10% | 9.38% | 11.72% |
| Global Large Cap – Value | -1.43% | -4.09% | 1.19% | 3.27% | 9.91% | 13.88% |
Top & Bottom 5 ETFs by Weekly Performance
TOLL topped the fund list with a 1.37% weekly gain, followed by PJFM at 1.02% and AZTD at 0.99%. On the downside, MNVT fell sharply by -3.24%, with OAKI and OAKG also among the weakest performers, both down more than 2.4%. Notably, TOLL’s weekly outperformance stands in contrast to its outflow status, highlighting a disconnect between short-term price action and investor positioning for that fund.
| Ticker | Fund Name | WTD Performance |
|---|---|---|
| Top Performers | ||
| TOLL | Tema Durable Quality ETF | 1.37% |
| PJFM | PGIM Jennison Focused Mid-Cap ETF | 1.02% |
| AZTD | Aztlan Global Stock Selection DM SMID ETF | 0.99% |
| ACTS | FIS Tactical Equity ETF | 0.86% |
| BBHL | BBH Select Large Cap ETF | 0.78% |
| Bottom Performers | ||
| MNVT | Moonvest ETF | -3.24% |
| OAKI | Oakmark International Large Cap ETF | -2.59% |
| OAKG | Oakmark Global Large Cap ETF | -2.47% |
| RCGE | RockCreek Global Equality ETF | -2.40% |
| CVGD | CresAlta Global Dividend ETF | -2.40% |
Analyzing the Weekly Flows
The channel attracted $1,057M in net inflows over the five-day period, led overwhelmingly by Global Large Cap – Blend at $959M, which also dominates the channel with $174.09B in AUM. Global Large Cap – Growth and Value categories added a more modest $68M and $35M, respectively, while Global Small | Mid Cap was the lone category to see outflows, shedding $4M for the week. This pattern extends into longer time frames, with Global Small | Mid Cap showing negative YTD ($-157M) and 1-Year ($-97M) flows, contrasting sharply with the strong accumulation seen in Blend and Growth categories.
Category Flows Summary
| Category | Fund Count | AUM | 5 Day | 30 Day | 90 Day | YTD | 1 Year |
|---|---|---|---|---|---|---|---|
| Global Large Cap – Blend | 73 | $174.09B | $959M | $1,885M | $4,588M | $25,161M | $33,109M |
| Global Large Cap – Growth | 8 | $12.60B | $68M | $263M | $786M | $2,564M | $3,118M |
| Global Large Cap – Value | 17 | $10.05B | $35M | $164M | $413M | $1,150M | $1,356M |
| Global Small | Mid Cap | 9 | $4.02B | -$4M | $6M | -$3M | -$157M | -$97M |
Top & Bottom 5 ETFs by 5-Day Flow
Vanguard Total World Stock ETF (VT) was the standout for the week, pulling in $733M and accounting for the majority of the channel’s net inflow. Capital Group Global Growth Equity ETF (CGGO) and First Eagle Global Equity ETF (FEGE) followed with $65M and $62M, respectively. On the outflow side, Tema Durable Quality ETF (TOLL) saw the largest redemptions at -$11M, followed by Rockefeller Global Equity ETF (RGEF) at -$7M. These outflows were modest in scale relative to VT’s single-fund dominance of the week’s net flow activity.
| Ticker | Fund Name | 5-Day Flow |
|---|---|---|
| Inflows | ||
| VT | Vanguard Total World Stock ETF | $733M |
| CGGO | Capital Group Global Growth Equity ETF | $65M |
| FEGE | First Eagle Global Equity ETF | $62M |
| CGDG | Capital Group Dividend Growers ETF | $58M |
| CGGE | Capital Group Global Equity ETF | $35M |
| Outflows | ||
| TOLL | Tema Durable Quality ETF | -$11M |
| RGEF | Rockefeller Global Equity ETF | -$7M |
| ESGG | Northern Trust STOXX Global ESG Select ETF | -$6M |
| BBHM | BBH Select Mid Cap ETF | -$4M |
| BBHL | BBH Select Large Cap ETF | -$2M |
Issuer League Table Update
Vanguard remains the dominant force in this channel with a 40.72% market share and $81.74B in AUM from a single fund, followed by iShares at 30.34% share across 11 funds. Vanguard also led weekly inflows by a wide margin at $733M, with Capital Group adding a further $159M across its three-fund lineup. On the outflow side, Tema registered the largest weekly redemption at -$11M, with Rockefeller and BBH each seeing roughly -$7M in outflows. The concentration of both AUM and inflows among a small number of issuers highlights the continued consolidation of investor capital in a handful of large, established global equity providers.
Top 5 Issuers by AUM
| Brand | Fund Count | AUM | AUM Market Share |
|---|---|---|---|
| Vanguard | 1 | $81.74B | 40.72% |
| iShares | 11 | $60.90B | 30.34% |
| Capital Group | 3 | $20.85B | 10.39% |
| JPMorgan | 2 | $6.40B | 3.19% |
| Pacer | 5 | $3.57B | 1.78% |
Top & Bottom 3 Issuers by 5-Day Flow
| Brand | 5-Day Flow |
|---|---|
| Inflows | |
| Vanguard | $733M |
| Capital Group | $159M |
| First Eagle | $62M |
| Outflows | |
| Tema | -$11M |
| Rockefeller | -$7M |
| BBH | -$7M |
For a deeper dive into these trends, access our FREE, in-depth Global Size & Style 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.
