The Weekly ETF Market Monitor (Feb 23-27, 2026)

Sector Equity ETF Flows: Technology and Industrials Advance, Financials See Outflows

Information Technology recorded the largest sector inflow at $3.54 billion. Industrials followed with $1.45 billion, and Health Care attracted $856.52 million.

Materials gathered $634.73 million, while Real Estate added $434.80 million.

Consumer Discretionary recorded $289.87 million, Energy $162.34 million, Communication Services $73.33 million, and Utilities $28.69 million.

Financials experienced outflows of $2.87 billion, the largest sector decline in flow terms. Consumer Staples also registered outflows of $114.19 million.

Sector Equity ETF Performance: Materials Leads, Financials Declines

Materials posted the strongest sector performance at 6.29%. Utilities advanced 2.85% and Consumer Staples rose 2.37%. Financials declined by 2.39% over the same period.

Geographic Equity ETF Flows: US and Emerging Markets Dominate

US-focused ETFs led geographic allocations with $13.14 billion in inflows.

Emerging Markets gathered $5.65 billion, while Developed Markets attracted $5.48 billion.

World exposures recorded $5.32 billion. South Korea saw $1.88 billion in inflows and Japan $983.46 million. Asia gathered $709.26 million, followed by North America at $410.44 million.

Brazil attracted $369.15 million, Taiwan $345.94 million, Europe $216.66 million, and Canada $136.59 million.

Geographic Equity ETF Performance: South Korea and South Africa Lead Gains

South Korea recorded the highest reported geographic performance at 7.20%, followed by South Africa at 6.40% and Peru at 4.48%. New Zealand advanced 3.95%.

On the downside, Israel declined by 2.94%, Denmark fell 5.50%, Argentina dropped 5.70%, and Colombia recorded a decline of 7.76%.

Thematic ETF Flows: Infrastructure and Smart City Strategies Attract Capital

Global Infrastructure recorded $387.47 million in inflows. Smart City gathered $299.98 million. Digital Infrastructure & Connectivity and Disruptive Technology combined for $226.90 million.

US Defense attracted $204.41 million, while North America Energy Infrastructure added $171.57 million. Nuclear Energy gathered $135.33 million and Global Defense saw $111.47 million in inflows.

Digital Infrastructure & Connectivity recorded outflows of $434.86 million.

Thematic ETF Performance: Strategic Metals Leads, Solar Energy Declines

Strategic Metals posted the strongest thematic performance at 7.40%. Cannabis & Psychedelics advanced 4.89%, Battery Value-Chain rose 4.80%, and Wind Energy gained 4.63%.

Solar Energy declined by 7.23%, while Emerging Markets Digitalization fell 3.36%.

Fixed Income Notable ETF Flows: Investment Grade Leads While High Yield Sees Outflows

Aggregate Investment Grade ETFs recorded the largest inflow within fixed income, gathering $4.76 billion. Government Investment Grade followed with $3.63 billion, while Corporate Investment Grade attracted $3.49 billion.

On the negative side, Corporate Aggregate ETFs registered outflows of $320.93 million, and Corporate High Yield declined by $578.98 million.

Commodities ETFs Flows: Gold and Silver Advance

Gold ETFs led commodity inflows with $2.88 billion. Silver followed with $1.23 billion in net inflows. Crude Oil ETFs recorded outflows of $44.80 million during the week.

Cryptocurrency ETFs Flows: Bitcoin Demand is Back

Bitcoin ETFs attracted $828.40 million in net inflows. Ether gathered $116.19 million, while Solana recorded $43.58 million over the same period.

Top ETF Issuers by Net Inflows

1. Vanguard: $18.76 billion
2. iShares: $17.70 billion
3. SPDR: $5.27 billion
4. Schwab ETFs: $3.19 billion
5. American Century Investments: $2.62 billion
6. John Hancock Investments: $2.31 billion
7. Dimensional: $2.16 billion
8. Capital Group: $2.07 billion
9. J.P. Morgan Asset Management: $1.23 billion
10. Global X: $969.91 million

Top Performing ETFs

1. Breakwave Tanker Shipping ETF (BWET): 18.07%
2. Sprott Silver Miners & Physical Silver ETF (SLVR): 14.38%
3. Themes Lithium & Battery Metal Miners ETF (LIMI): 11.98%
4. abrdn Physical Silver Shares ETF (SIVR): 11.76%
5. iShares Silver Trust ETF (SLV): 11.76%
6. GraniteShares Platinum Trust (PLTM): 11.54%
7. Global X Disruptive Materials ETF (DMAT): 11.24%
8. Amplify Junior Silver Miners ETF (SILJ): 11.19%
9. Franklin FTSE South Korea ETF (FLKR): 11.15%
10. WisdomTree Efficient Gold Plus Gold Miners Strategy ETF (GDMN): 10.88%

Top ETFs by Net Inflows

1. Vanguard S&P 500 ETF (VOO): $16.95 billion
2. iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD): $3.17 billion
3. iShares MSCI South Korea ETF (EWY): $2.86 billion
4. SPDR Gold Shares ETF (GLD): $2.50 billion
5. Vanguard Information Technology ETF (VGT): $2.45 billion
6. John Hancock Core Bond ETF (JHCR): $2.30 billion
7. Avantis Emerging Markets Equity ETF (AVEM): $2.26 billion
8. iShares Core MSCI EAFE ETF (IEFA): $1.88 billion
9. iShares MSCI Emerging Markets ETF (EEM): $1.66 billion
10. Vanguard Russell 1000 Value ETF (VONV): $1.57 billion

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.