ETF Market Weekly Trends: Tech Dominates, Argentina Surges, and Gold Slips

Technology Takes the Spotlight

The Information Technology sector led performance with a 2.424% gain, while Consumer Staples (-3.536%), Real Estate (-3.415%), and Utilities (-2.524%) trailed behind.

In flows, technology funds stood out again, attracting $4.0 billion, while Utilities and Real Estate added $149 million and $93 million respectively.

Outflows hit several sectors, with Consumer Discretionary (-$584 million), Consumer Staples (-$333 million), and Communication Services (-$224 million) among the largest.

Regional Winners and Losers

Among country ETFs, Argentina surged 26.9%, followed by South Korea (+5.8%), Chile (+2.8%), and Latin America (+2.7%).

On the weaker end, Iceland (-4.8%), Vietnam (-3.9%), and Switzerland (-2.9%) posted declines.

In flows, the U.S. led with $18.4 billion, supported by Developed Markets (+$2.9 billion), World (+$1.1 billion), and Emerging Markets (+$856 million).

Outflows appeared in Canada (-$92 million), Mexico (-$60 million), Australia (-$59 million), and Hong Kong (-$33 million).

Thematic ETFs See Strong Momentum

Thematic performance was led by Hydrogen Economy (+7.618%), Nuclear Energy (+7.025%), and Life Sciences (+6.369%).

Other notable gains came from Artificial Intelligence & Big Data (+4.725%), Future Mobility (+3.411%), and Battery Value-Chain (+3.307%).

Weakness appeared in Cannabis & Psychedelics (-6.073%), Timber & Forestry (-4.176%), and Branding and Luxury (-3.918%).

Flows into themes were dominated by Artificial Intelligence & Big Data ($386 million), followed by Digital Infrastructure & Connectivity ($300 million), Disruptive Technology ($222 million), and U.S. Defense ($201 million).

Outflows were led by Travel Technology & Services (-$65 million) and Blockchain (-$52 million).

Fixed Income Flows Highlight Quality Preference

Within fixed income ETFs, the strongest inflows centered on investment-grade segments. Corporate Investment Grade funds led with $2.26 billion, followed by Aggregate Investment Grade ($2.09 billion) and Government Investment Grade ($1.65 billion).

Aggregate Aggregate strategies added another $1.53 billion, while Municipal Investment Grade gained $910 million.

High-yield strategies saw healthy demand too, with Corporate High Yield collecting $861 million. Outflows were limited to government-backed areas, as Government Agencies Investment Grade slipped $664 million, and Government Aggregate lost $122 million.

Commodity ETFs See Gold Outflows

Commodity ETFs continued to face pressure, led by significant withdrawals from precious metals. Gold ETFs recorded $1.34 billion in outflows, while Silver ETFs lost $310 million, extending recent weakness in the segment.

Crypto ETF Flows Turn Mixed

Flows into crypto-linked ETFs were split across digital assets.

Solana stood out with $465 million in inflows, followed by Hedera ($45 million), XRP ($13 million), and Ether ($8 million). Bitcoin ETFs, however, saw heavy redemptions totaling $507 million, offsetting much of the week’s digital asset inflows.

Top Performing ETFs of the Week

• Global X MSCI Argentina ETF (ARGT): +26.925%
• Sprott Uranium Miners ETF (URNM): +10.482%
• ADRH GSK p.l.c – USD Hedged (GSKH): +9.310%
• Sprott Junior Uranium Miners ETF (URNJ): +9.150%
• Roundhill Uranium ETF (UX): +8.224%
• Global X Hydrogen ETF (HYDR): +7.618%
• Global X Uranium ETF (URA): +7.476%
• F/m Emerald Life Sciences Innovation ETF (LFSC): +6.369%
• Franklin FTSE South Korea ETF (FLKR): +6.253%
• ALPS Medical Breakthroughs ETF (SBIO): +6.246%

Top ETF Inflows of the Week

• Akre Capital Management (AKRE): $10.82 billion
• SPDR S&P 500 ETF Trust (SPY): $4.42 billion
• Vanguard S&P 500 ETF (VOO): $4.30 billion
• Vanguard Information Technology ETF (VGT): $2.13 billion
• Vanguard Total Stock Market ETF (VTI): $1.17 billion
• Invesco NASDAQ 100 ETF (QQQM): $1.16 billion
• Schwab U.S. Large-Cap Growth ETF (SCHG): $1.16 billion
• Vanguard FTSE Developed Markets ETF (VEA): $806 million
• Vanguard Growth ETF (VUG): $679 million
• iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD): $659 million

Notable Issuer Flows of the Week

• Vanguard: $13.60 billion
• Akre Capital Management: $10.82 billion
• iShares: $3.38 billion
• SPDR: $2.85 billion
• Schwab ETFs: $2.55 billion
• J.P. Morgan Asset Management: $1.71 billion
• Invesco: $1.36 billion
• Capital Group: $1.29 billion
• First Trust: $721 million
• American Century Investments: $715 million
• Bondbloxx Investment Management: -$249 million
• PACER ETFs: -$244 million
• WisdomTree: -$140 million
• Barclays: -$123 million
• Direxion: -$116 million
• PGIM: -$109 million

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.