The Weekly ETF Market Monitor (May 25-29, 2026)

Sector Equity ETF Flows: Technology Leads Allocations

Information Technology ETFs attracted $5.14 billion, the largest sector inflow of the week. Consumer Discretionary gathered $722.0 million, while Consumer Staples added $378.9 million.

Real Estate ETFs attracted $322.6 million, Industrials gathered $218.9 million, and Communication Services added $170.7 million. Utilities attracted $90.2 million during the period.

On the negative side, Materials recorded the largest sector outflow at $476.4 million. Health Care declined by $473.3 million, while Energy lost $290.3 million. Financials recorded outflows of $282.0 million.

Sector Equity Performance: Information Technology Leads Gains

Information Technology delivered the strongest sector performance, advancing 5.24% during the week. Materials gained 4.97%, while Industrials rose 2.78%.

Consumer Discretionary advanced 1.62%, Health Care gained 0.48%, and Communication Services rose 0.44%.

Financials declined 0.35%, while Real Estate fell 0.93%. Utilities lost 1.93%, Consumer Staples declined 2.20%, and Energy recorded the weakest sector performance with a decline of 5.19%.

Geographic Equity ETF Flows: US Exposures Dominate

US-focused ETFs attracted $38.98 billion, accounting for the largest geographic allocation of the week. World exposures gathered $1.25 billion, while Developed Markets attracted $1.07 billion.

North America ETFs added $1.01 billion, Emerging Markets gathered $216.9 million, and Canada attracted $82.8 million.

South Korea recorded the largest geographic outflow at $974.5 million. China declined by $621.9 million, while Japan lost $238.2 million. Brazil and Mexico recorded outflows of $155.5 million and $119.0 million respectively.

Geographic Equity Performance: South Korea Leads Weekly Gains

South Korea delivered the strongest geographic performance, advancing 10.81% during the week. Argentina gained 7.69%, while Taiwan rose 6.17%.

Greece advanced 5.73%, and Asia gained 4.71%.

Philippines declined 3.27%, while Turkey fell 2.76%.

Thematic Equity Flows: Space & Deep Sea Leads

Space & Deep Sea ETFs attracted $1.51 billion, the largest thematic inflow of the week. Disruptive Technology gathered $467.2 million, while Digital Infrastructure & Connectivity / Disruptive Technology strategies added $343.2 million.

Artificial Intelligence & Big Data attracted $310.7 million, while Artificial Intelligence & Big Data / Disruptive Technology strategies gathered $205.3 million.

Digital Infrastructure & Connectivity added $178.5 million, North America Energy Infrastructure attracted $165.9 million, and Global Infrastructure gathered $159.7 million.

Alternative Energy added $145.8 million, Smart City attracted $145.5 million, and Net Zero 2050 gathered $143.1 million.

China Digitalization recorded the largest thematic outflow at $386.6 million. US Defense declined by $125.7 million.

Thematic Equity Performance: Solar Energy Tops Weekly Returns

Solar Energy delivered the strongest thematic performance, rising 12.28% during the week. Cannabis & Psychedelics gained 10.72%, while BioTech & Genomics advanced 9.76%.

Travel Technology & Services rose 8.04%, and Artificial Intelligence & Big Data gained 6.76%.

Europe Defense advanced 6.10%, Blockchain rose 5.77%, and Space & Deep Sea gained 5.30%. Emerging Markets Awakening added 5.14%.

Asia Defense declined 5.71% during the period.

Fixed Income ETF Flows: Aggregate Investment Grade Leads

Aggregate Investment Grade ETFs attracted $3.76 billion, the largest allocation within fixed income categories.

Municipal Investment Grade products gathered $1.72 billion, while Corporate Investment Grade ETFs added $1.63 billion.

Government Investment Grade attracted $1.14 billion, and Corporate High Yield products gathered $525.2 million.

Cryptocurrency ETF Flows: Bitcoin Sees Largest Withdrawal

Bitcoin ETFs recorded outflows of $1.38 billion during the week, the largest decline among cryptocurrency products.

Ether ETFs lost $229.4 million.

Hyperliquid products attracted $37.4 million in inflows, while XRP ETFs added $15.1 million.

Commodity ETF Flows: Precious Metals Record Outflows

Silver ETFs recorded the largest commodity outflow at $233.7 million during the week.

Multi Commodities declined by $122.1 million, while Gold ETFs registered outflows of $106.1 million.

Top ETF Issuers by Weekly Net Inflows

Vanguard: $17.14 billion

iShares: $13.49 billion

Invesco: $7.11 billion

State Street Investment Management: $6.51 billion

Schwab ETFs: $1.82 billion

Nuveen: $1.64 billion

Roundhill Investments: $1.60 billion

Tema: $1.16 billion

J.P. Morgan Asset Management: $1.03 billion

American Century Investments: $952.5 million

Top Performing ETFs of the Week

1. Stellar ETF (STLR): 66.49%
2. Defiance Drone and Modern Warfare ETF (JEDI): 24.65%
3. REX Drone ETF (DRNZ): 20.05%
4. Roundhill Memory ETF (DRAM): 18.52%
5. Bitwise Hyperliquid ETF (BHYP): 17.78%
6. 21Shares Hyperliquid ETF (THYP): 17.55%
7. Moonvest ETF (MNVT): 13.91%
8. ARK Genomic Revolution ETF (ARKG): 12.86%
9. Invesco Solar ETF (TAN): 12.28%
10. Roundhill Cannabis ETF (WEED): 12.28%

Most Popular ETFs by Weekly Net Inflows

1. iShares Core S&P 500 ETF (IVV): $10.99 billion
2. Vanguard S&P 500 ETF (VOO): $6.92 billion
3. SPDR S&P 500 ETF Trust (SPY): $4.07 billion
4. Invesco QQQ ETF (QQQ): $3.47 billion
5. iShares Russell 2000 ETF (IWM): $3.37 billion
6. iShares International Country Rotation Active ETF (CORO): $2.93 billion
7. iShares Core Total USD Bond Market ETF (IUSB): $2.33 billion
8. Vanguard Information Technology ETF (VGT): $2.11 billion
9. SPDR Portfolio S&P 500 ETF (SPYM): $1.67 billion
10. iShares MSCI USA Value Factor ETF (VLUE): $1.64 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.