ETF Market Weekly Trends: Brazil, Colombia, and Energy ETFs Outperform

Sector Flows Show Energy Strength and Tech Volatility

Investor behavior highlighted a split between momentum and caution. Energy and technology ETFs led the week in new inflows, drawing $419 million and $343 million respectively, even as the two sectors delivered sharply different returns.

Energy stocks rose nearly 1.4%, buoyed by stable oil prices and continued demand, while technology tumbled more than 4%, marking its steepest drop since early September.

Utilities and healthcare also posted mild gains, and real estate and financials held firm despite redemptions.

By contrast, consumer-oriented sectors and communication services faced steady selling, with staples and financials seeing the largest withdrawals of the week.

U.S. ETFs Remain the Global Favorite

Regionally, the U.S. was once again the clear favorite among ETF investors, attracting over $20.8 billion in new assets.

Developed and emerging markets also benefited, with inflows of roughly $2.9 billion and $1.8 billion respectively.

On the performance side, Latin American markets stood out, as Colombia surged more than 4.5% and Brazil climbed 3.4%, supported by resilient corporate earnings and stronger commodity exports.

Hong Kong also advanced over 3%, helping lift sentiment in parts of Asia.

However, South Korea and Saudi Arabia lagged sharply, with losses exceeding 3% to 5% amid weaker risk appetite and local market pressures.

AI Leads Thematic Demand as Crypto Retreats

Thematic investing remained a bright spot, led by funds tied to artificial intelligence and big data, which attracted $217 million in inflows.

Infrastructure, disruptive technology, and robotics themes also gained traction as investors continued to favor innovation-linked strategies.

Meanwhile, natural resources and cryptocurrency funds experienced heavy redemptions.

Bond ETFs Extend Their Winning Streak

Fixed income ETFs continued to enjoy strong demand, reinforcing their role as a stabilizing force in portfolios.

Government bond funds led the way with more than $3.5 billion in inflows, largely concentrated in investment-grade exposures as investors sought quality amid persistent rate uncertainty.

Broad aggregate ETFs added close to $3.9 billion across total-market and investment-grade categories, reflecting renewed appetite for diversified bond exposure.

Corporate investment-grade funds pulled in an additional $1.7 billion, while municipal ETFs attracted over $1 billion as investors continued to prioritize tax-efficient income strategies.

The weaker spots were found in higher-yielding corners of the market, where high-yield corporate funds lost $241 million and aggregate government exposures slipped by about $180 million.

Crypto ETFs Face Broad Redemptions

Digital asset ETFs had another turbulent week as investors trimmed exposure to the largest tokens.

Bitcoin ETFs saw outflows of roughly $659 million, while Ether products shed around $554 million following a sharp run-up earlier this quarter.

In contrast, smaller altcoins drew renewed interest, with Solana bringing in more than $51 million, Hedera adding $27 million, and XRP collecting about $10 million.

Commodity ETFs Show Mixed Momentum

Commodities painted a split picture during the week.

Multi-commodity funds attracted $155 million in inflows as investors sought diversified exposure to raw materials, but precious metals and energy-linked products saw consistent redemptions.

Gold ETFs lost about $62 million, crude oil products dropped $66 million, and silver funds posted outflows of nearly $92 million.

Top Performing ETFs of the Week

1. Canary Litecoin ETF (LTCC): 5.530%
2. United States Natural Gas Fund (UNG): 4.740%
3. Global X MSCI Colombia ETF (COLO): 4.543%
4. Global X U.S. Natural Gas ETF (LNGX): 4.057%
5. Invesco KBW Property & Casualty Insurance ETF (KBWP): 4.027%
6. Franklin FTSE Brazil ETF (FLBR): 3.919%
7. SPDR S&P Insurance ETF (KIE): 3.917%
8. Harbor AlphaEdge Next Generation REITs ETF (AREA): 3.599%
9. Global X Brazil Active ETF (BRAZ): 3.527%
10. iShares MSCI Brazil ETF (EWZ): 3.473%
11. First Trust Natural Gas ETF (FCG): 3.466%
12. iShares U.S. Insurance ETF (IAK): 3.439%
13. Breakwave Dry Bulk Shipping ETF (BDRY): 3.296%
14. VanEck Indonesia Index ETF (IDX): 3.196%
15. Invesco S&P 500 Equal Weight Energy ETF (RSPG): 3.177%

Top ETF Inflows of the Week

• SPDR S&P 500 ETF Trust (SPY): $11.98B
• Vanguard S&P 500 ETF (VOO): $2.34B
• iShares Core S&P 500 ETF (IVV): $2.06B
• Vanguard Russell 1000 Growth ETF (VONG): $1.99B
• iShares Russell 2000 ETF (IWM): $1.48B
• iShares 0–3 Month Treasury Bond ETF (SGOV): $1.37B
• VanEck Semiconductor ETF (SMH): $1.32B
• iShares Core MSCI Emerging Markets ETF (IEMG): $1.09B
• Invesco NASDAQ 100 ETF (QQQM): $1.04B
• Vanguard Growth ETF (VUG): $0.79B
• iShares MSCI EAFE Small-Cap ETF (SCZ): $0.77B
• iShares 20+ Year Treasury Bond ETF (TLT): $0.74B
• Vanguard Total International Stock ETF (VXUS): $0.71B
• SPDR Bloomberg 1–3 Month T-Bill ETF (BIL): $0.67B
• iShares Core S&P Small-Cap ETF (IJR): $0.66B

Notable Issuer Flows this Week

• SPDR: $9.98B
• Vanguard: $9.84B
• iShares: $8.00B
• VanEck: $1.34B
• J.P. Morgan Asset Management: $1.25B
• Invesco: $0.84B
• American Century Investments: $0.76B
• Capital Group: $0.66B
• Dimensional: $0.60B
• Putnam: $0.59B
• PIMCO: $0.44B
• Grayscale: –$0.14B
• PACER ETFs: –$0.15B
• Xtrackers by DWS: –$0.16B
• Schwab ETFs: –$1.71B

Please note this article is for information purposes only and does not in any way constitute investment advice. It is essential that you seek advice from a registered financial professional prior to making any investment decision.