The Weekly ETF Market Monitor (July 6 - July 10, 2026)

U.S. ETF Flows

U.S.-listed ETFs attracted $41.0 billion during the week ended July 10, driven by $24.0 billion of inflows into equity ETFs and $16.2 billion into fixed income ETFs. Cryptocurrency ETFs added $498.9 million, while multi-asset ETFs gathered $315.0 million. Commodity ETFs were the only major asset class to post net outflows, losing $79.9 million.

Sector and Regional Flows

Technology remained the dominant sector, collecting $11.3 billion, well ahead of health care ($687.2 million), financials ($605.6 million), real estate ($456.7 million), and materials ($355.8 million). On the downside, communication services (-$418.6 million), consumer discretionary (-$269.7 million), and energy (-$129.1 million) recorded outflows. Regionally, U.S. equity ETFs led with $15.3 billion, followed by global ($3.0 billion), developed markets ($1.3 billion), and emerging markets ($445.4 million). China-focused ETFs saw the largest regional outflows at $615.8 million.

Fixed Income and Thematic ETFs

Within fixed income, investment-grade government bond ETFs led flows with $5.0 billion, followed by investment-grade corporate bonds ($3.4 billion) and investment-grade aggregate bond ETFs ($3.3 billion). Among thematic ETFs, cryptocurrency ETFs attracted $475.6 million, ahead of cybersecurity ($119.5 million), China disruptive technology ($112.7 million), U.S. defense ($81.7 million), and artificial intelligence ($73.3 million). Meanwhile, digital infrastructure (-$202.0 million), alternative energy (-$126.4 million), and space (-$103.6 million) posted the largest thematic outflows.

Top ETF and Issuer Flows

The week's largest ETF inflows went to SOXX (+$5.4 billion), VOO (+$4.4 billion), DRAM (+$2.6 billion), SMH (+$2.6 billion), and IWM (+$2.1 billion). The largest outflows came from QQQ (-$8.4 billion), SPY (-$2.7 billion), IVV (-$2.2 billion), and HYG (-$772.4 million). At the issuer level, iShares led with $15.8 billion of inflows, followed by Vanguard ($11.7 billion), State Street ($3.2 billion), VanEck ($2.7 billion), and Roundhill ($2.6 billion). Invesco recorded the largest issuer outflows at $7.5 billion.

Best and Worst Performing ETFs

The top-performing ETFs of the week were led by the Amplify Breakwave Tanker Shipping ETF (BWET), which gained 17.4%, followed by the Corgi China 2x Daily ETF (CCPX) at 9.7%, KraneShares SSE STAR Market 50 Index ETF (KSTR) at 8.9%, and the Roundhill China Dragons ETF (MAGC) at 8.5%. On the downside, the Defiance Daily Target 2X Long Uranium ETF (UMAL) fell 29.5%, while the Defiance Daily Target 2X Long AST SpaceMobile ETF (ASTY) lost 27.1%. Several space-themed ETFs, including ORBX, WARP, MARS, and NASA, also ranked among the week's weakest performers

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.