The Weekly ETF Market Monitor (September 28-October 2, 2026)

According to data by Trackinsight, U.S.-listed ETFs attracted strong flows during the week ending October 2. Fixed income ETFs gathered $30.38 billion, while equity ETFs attracted $28.81 billion. Commodity products added $227.9 million, while cryptocurrency products recorded $1.62 billion in net outflows.

Utilities led sector ETF inflows with $1.14 billion, followed by Communication Services ($420.6M), Health Care ($241.1M) and Real Estate ($186.1M). Information Technology recorded the largest sector outflow at $1.71 billion, while Financials lost $990.0 million and Consumer Staples saw $509.7 million in outflows.

U.S.-focused equity ETFs dominated geographic flows with $23.69 billion, followed by World ($2.77B) and Developed Markets ($1.66B). Emerging Markets recorded the largest geographic outflow at $557.1 million, while China lost $416.3 million and India saw $150.1 million in outflows.

Multiple Trends topped thematic flows with $519.1 million, followed by Cybersecurity ($329.0M) and Artificial Intelligence & Big Data ($231.6M). Cryptocurrency themes recorded the largest thematic outflow at $1.67 billion, followed by U.S. Defense ($424.1M) and Global Defense ($272.5M).

Government Investment Grade ETFs led fixed income flows with $12.42 billion, followed by Municipal Investment Grade ($9.21B), Aggregate Investment Grade ($3.73B), Corporate High Yield ($1.42B) and Corporate Investment Grade ($1.08B). Government Agencies Investment Grade products recorded $1.26 billion in outflows.

Gold led commodity inflows with $671.2 million, followed by Multi Commodities ($55.6M). Crude Oil recorded the largest commodity outflow at $232.4 million, while Agriculture lost $59.7 million and Silver saw $52.2 million in outflows. Cryptocurrency flows were led by Bitcoin with $163.9 million, followed by Solana ($70.5M), Near ($59.0M) and XRP ($29.4M). Zcash recorded $1.95 billion in outflows, while Ether lost $14.2 million.

iShares led issuers with $19.95 billion in net inflows, narrowly ahead of Vanguard ($19.56B), followed by State Street Investment Management ($7.13B), J.P. Morgan Asset Management ($2.31B) and Schwab ETFs ($1.89B). PIMCO gathered $1.30 billion, while American Century Investments ($926.2M), Capital Group ($861.6M), PGIM ($774.9M) and Putnam ($738.6M) rounded out the top 10. Grayscale recorded the largest issuer outflow at $2.00 billion.

At the fund level, the Vanguard S&P 500 ETF (VOO) topped inflows with $10.15 billion, followed by the Vanguard Tax-Exempt Bond Index ETF (VTEB) with $3.59 billion and the State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) with $2.71 billion. The iShares 20+ Year Treasury Bond ETF (TLT) added $2.54 billion, while the iShares National Muni Bond ETF (MUB) gathered $2.36 billion and the iShares iBoxx $ High Yield Corporate Bond ETF (HYG) attracted $2.31 billion.

The Zcash ETF (ZCSH) recorded the largest fund outflow at $1.95 billion, followed by the iShares Semiconductor ETF (SOXX) at $1.46 billion and the iShares MBS ETF (MBB) at $1.21 billion.

Among equity ETFs, the STMicroelectronics NV ADRhedged (STHH) led weekly performance with a 10.91% gain, followed by the REX AI Chipmaking ETF (CHIP) at 9.63% and ASML Holding NV ADRhedged (ASMH) at 7.91%. Photonics and semiconductor strategies featured heavily among the week's leaders, with the KraneShares Photonic and Optical ETF (LUMA) gaining 7.89%, the Corgi Lithography & Semiconductor Photonics ETF (EUV) rising 7.87% and the Tema Photonics & Optical ETF (LAZR) advancing 7.04%.

At the bottom of the equity rankings, the AdvisorShares Pure US Cannabis ETF (MSOS) fell 12.73%, followed by the Amplify Seymour Cannabis ETF (CNBS) at -12.33% and the Roundhill Cannabis ETF (WEED) at -12.13%. The AdvisorShares Pure Cannabis ETF (YOLO) declined 10.73%, while the Amplify Alternative Harvest ETF (MJ) fell 9.84%.