Weekly ETF Recap: Large Growth Surges as Investors Pour Capital into Size & Style

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Weekly Channel Summary

The U.S. Size & Style ETF Channel represents a massive segment of the financial markets, currently tracking 959 ETFs managed by 272 distinct brands. Combined, these funds oversee a total Assets Under Management (AUM) of $7,370.4B. The past five days witnessed substantial capital movement, with investors pouring $26.35B into these strategies. This robust weekly activity brings the year-to-date (YTD) net flows to $122.15B, contributing to a massive 1-year trailing flow total of $525.58B.

This Week’s Performance Leaders and Laggards

It was a broadly positive week across the U.S. Size and Style spectrum. U.S. Large Cap – Growth was the standout performer, surging 4.12% for the week, closely followed by U.S. Small Cap – Growth at 4.03%. Interestingly, despite leading the week, Large Cap Growth is still trailing on a YTD basis at -1.85%. U.S. Large Cap – Value posted the most modest weekly gain at 1.87%, but maintains a solid YTD lead over its growth counterpart with a return of 4.76%.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
U.S. Large Cap – Growth 4.12% 0.41% -3.85% 0.89% -1.85% 31.78%
U.S. Small Cap – Growth 4.03% 3.39% 0.74% 10.00% 5.87% 37.54%
U.S. Small Cap – Blend 3.42% 3.37% 1.28% 11.14% 6.09% 35.18%
U.S. Mid Cap – Growth 3.11% 1.01% -3.04% 1.80% 1.23% 27.39%
U.S. Mid Cap – Blend 3.10% 2.58% 1.07% 10.24% 5.43% 31.45%
U.S. Small Cap – Value 3.07% 4.27% 3.67% 15.77% 8.93% 40.84%
U.S. Mid Cap – Value 2.92% 2.93% 1.60% 11.46% 6.02% 31.67%
U.S. Large Cap – Blend 2.81% 0.43% -1.38% 5.21% 0.99% 27.45%
U.S. Large Cap – Value 1.87% 1.06% 1.80% 10.32% 4.76% 28.23%

Top & Bottom ETFs by Weekly Performance

Drilling down into specific products, the Roundhill Meme Stock ETF (MEME) claimed the top spot across Large Cap products with a stellar 14.66% weekly return. In the Mid Cap segment, the Clough Select Equity ETF (CBSE) was the strongest performer, while the Janus Henderson Small Cap Growth Alpha ETF (JSML) outperformed its Small Cap peers. On the downside, the Abacus FCF Innovation Leaders ETF (ABOT) lagged in Large Caps with a -2.89% return.

Top 5 Large Cap Performance Leaders (WTD)
Ticker Fund Name WTD Performance
MEME Roundhill Meme Stock ETF 14.66%
SGRT SMART Earnings Growth 30 ETF 10.89%
RKNG Defiance Retail Kings ETF 9.53%
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 9.46%
CNEQ Alger Concentrated Equity ETF 7.76%
Bottom 5 Large Cap Performance Laggards (WTD)
ABOT Abacus FCF Innovation Leaders ETF -2.89%
AKRE Akre Focus ETF -2.77%
MDPL Monarch Dividend Plus ETF -1.97%
RONB Baron First Principles ETF -1.91%
IFED ETRACS IFED Invest with the Fed TR Index ETN -1.65%
Top 5 Mid Cap Performance Leaders (WTD)
Ticker Fund Name WTD Performance
CBSE Clough Select Equity ETF 7.60%
CSD Invesco S&P Spin-Off ETF 7.50%
GLRY Inspire Growth ETF 6.24%
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF 6.10%
TSME Thrivent Small-Mid Cap Equity ETF 5.58%
Bottom 5 Mid Cap Performance Laggards (WTD)
NUMG Nuveen ESG Mid-Cap Growth ETF -1.39%
RNIN Bushido Capital US SMID Cap Equity ETF -1.07%
TMFX Motley Fool Next Index ETF -0.34%
BCSM Baron SMID Cap ETF -0.31%
TMFM Motley Fool Mid-Cap Growth ETF -0.12%
Top 5 Small Cap Performance Leaders (WTD)
Ticker Fund Name WTD Performance
JSML Janus Henderson Small Cap Growth Alpha ETF 6.31%
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 5.49%
AFSC abrdn Focused U.S. Small Cap Active ETF 5.43%
XSMO Invesco S&P SmallCap Momentum ETF 5.24%
ALIL Argent Focused Small Cap ETF 4.94%
Bottom 5 Small Cap Performance Laggards (WTD)
SFLO VictoryShares Small Cap Free Cash Flow ETF -0.54%
CALF Pacer US Small Cap Cash Cows ETF 0.00%
DSMC Distillate Small/Mid Cash Flow ETF 0.11%
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.54%
FSGS First Trust SMID Growth Strength ETF 1.23%

Analyzing the Weekly Flows

The Size and Style space captured a remarkable $26.35B in total net flows over the past five trading days. This was overwhelmingly driven by U.S. Large Cap – Blend, which pulled in a staggering $19,714M and remains the titan of the group with $4,101.18B in AUM. U.S. Large Cap – Growth was another significant beneficiary, hauling in $4,529M. Conversely, investors pared back exposure to smaller companies, with U.S. Small Cap – Blend realizing the largest outflow for the week, shedding -$1,334M in assets.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
U.S. Large Cap – Blend 360 $4,101.18B $19,714M $42,078M $60,323M $68,032M $307,757M
U.S. Large Cap – Growth 162 $1,231.8B $4,529M $9,102M $14,267M $10,635M $99,455M
U.S. Large Cap – Value 197 $985.6B $2,735M $11,354M $27,110M $28,782M $81,524M
U.S. Mid Cap – Blend 68 $398.7B $1,344M $6,499M $12,501M $12,467M $30,809M
U.S. Small Cap – Growth 19 $52.7B $124M $123M -$925M -$742M -$961M
U.S. Mid Cap – Value 23 $82.9B $8M -$337M $244M $294M $2,127M
U.S. Small Cap – Value 36 $109.0B -$374M $454M $1,347M $1,683M $1,805M
U.S. Mid Cap – Growth 23 $58.9B -$393M $64M -$128M -$94M $2,267M
U.S. Small Cap – Blend 67 $349.7B -$1,334M $2,145M $2,968M $1,090M $799M

Top & Bottom ETFs by 5-Day Flow

The massive Large Blend inflows were predictably led by the State Street SPDR S&P 500 ETF (SPY) which pulled in an enormous $12.38B. The iShares Core S&P 500 ETF (IVV) experienced the heaviest outflows, losing -$4.99B. Within the Mid and Small Cap brackets, the iShares Core S&P Mid-Cap ETF (IJH) and Avantis U.S. Small Cap Value ETF (AVUV) attracted the most significant 5-day net capital additions, while iShares S&P Mid-Cap 400 Growth ETF (IJK) and iShares Russell 2000 ETF (IWM) bled the most assets respectively.

Top 5 Large Cap Inflows (5-Day)
Ticker Fund Name 5-Day Flow
SPY State Street SPDR S&P 500 ETF $12,381M
VOO Vanguard S&P 500 ETF $7,664M
SPYM State Street SPDR Portfolio S&P 500 ETF $2,630M
QQQ Invesco QQQ Trust Series I $2,092M
SCHD Schwab US Dividend Equity ETF $916M
Bottom 5 Large Cap Outflows (5-Day)
IVV iShares Core S&P 500 ETF -$4,994M
RSP Invesco S&P 500 Equal Weight ETF -$1,232M
VTV Vanguard Value ETF -$389M
IWB iShares Russell 1000 ETF -$212M
OEF iShares S&P 100 ETF -$180M
Top 5 Mid Cap Inflows (5-Day)
Ticker Fund Name 5-Day Flow
IJH iShares Core S&P Mid-Cap ETF $549M
MDY State Street SPDR S&P MIDCAP 400 ETF $176M
IWR iShares Russell Midcap ETF $140M
XMMO Invesco S&P MidCap Momentum ETF $111M
CGMM Capital Group U.S. Small and Mid Cap ETF $87M
Bottom 5 Mid Cap Outflows (5-Day)
IJK iShares S&P Mid-Cap 400 Growth ETF -$429M
VO Vanguard Mid-Cap ETF -$87M
IJJ iShares S&P Mid-Cap 400 Value ETF -$48M
FNY First Trust Mid Cap Growth AlphaDEX Fund -$24M
XMHQ Invesco S&P MidCap Quality ETF -$19M
Top 5 Small Cap Inflows (5-Day)
Ticker Fund Name 5-Day Flow
AVUV Avantis U.S. Small Cap Value ETF $175M
IJR iShares Core S&P Small Cap ETF $130M
VTWO Vanguard Russell 2000 ETF $68M
DFAS Dimensional U.S. Small Cap ETF $63M
FESM Fidelity Enhanced Small Cap ETF $52M
Bottom 5 Small Cap Outflows (5-Day)
IWM iShares Russell 2000 ETF -$1,480M
IJS iShares S&P Small-Cap 600 Value ETF -$526M
VB Vanguard Small-Cap ETF -$366M
IWN iShares Russell 2000 Value ETF -$114M
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF -$10M

Issuer League Table Update

The league tables emphasize the continued dominance of Vanguard and iShares, holding a combined market share of over 61%. Despite remaining in third place for overall AUM, SPDR claimed the top spot for short-term accumulation, gathering $15,828M over the past 5 days. Conversely, iShares faced the heaviest headwind during the same period, experiencing net outflows of -$4,932M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 41 $2,523.72B 34.24%
iShares 82 $1,998.57B 27.12%
SPDR 30 $1,061.08B 14.40%
Invesco 68 $688.50B 9.34%
Schwab 12 $331.40B 4.50%

Top & Bottom 3 Issuers by 5-Day Flow

Top 3 Issuers (Inflows)
Brand 5-Day Flow
SPDR $15,828M
Vanguard $8,366M
Invesco $2,459M
Bottom 3 Issuers (Outflows)
iShares -$4,932M
Goldman Sachs -$142M
Akre -$110M

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.