ETF Sectors

Where ETF money is moving this week: sector price moves, net fund flows, and rotation signals across the market — each sector linking to its full category page.

Updated July 2026

Sector leadership & money

Semiconductors — -8.5% price, +$4.0B flow (accumulating)
Software/AI — +6.1% price, -$183M flow (price only)
Consumer — +3.6% price, +$434M flow (conviction)
Clean Energy — -3.5% price, +$7M flow (accumulating)
Europe — +3.5% price, +$270M flow (conviction)
Utilities — -3.3% price, +$477M flow (accumulating)
Crypto — -3.3% price, +$19M flow (accumulating)
Asia Pacific — +3.0% price, +$1.0B flow (conviction)
Developed ex-US — +2.7% price, +$27.3B flow (conviction)
Dividend Global ex-US — +2.5% price, +$5M flow (conviction)
Japan — +2.4% price, +$288M flow (conviction)
Financials — +1.9% price, +$1.7B flow (conviction)
Communications — +1.8% price, -$236M flow (price only)
Emerging Markets — -1.7% price, +$5.5B flow (accumulating)
Latin America — +1.6% price, +$50M flow (conviction)
Real Assets — +1.5% price, +$44M flow (conviction)
Energy — -1.5% price, -$550M flow (exiting)
Health & Biotech — +1.4% price, -$1.5B flow (price only)
Frontier Markets — +1.3% price, -$1M flow (price only)
US Large Cap Value — +1.3% price, -$1.5B flow (price only)
Commodities & Metals — +1.1% price, -$318M flow (price only)
Deep Tech — -1.1% price, +$631M flow (accumulating)
Global Large Cap — +1.1% price, +$2.1B flow (conviction)
Dividend US — +1.0% price, +$1.0B flow (conviction)
Tech Hardware — -0.8% price, +$21.5B flow (accumulating)
Industrials & Materials — -0.8% price, -$58M flow (exiting)
US Large Cap Growth — -0.7% price, +$23.3B flow (accumulating)
US Large Cap Blend — +0.5% price, +$47.0B flow (conviction)
US Total Market — +0.5% price, +$55.6B flow (conviction)
China — +0.4% price, +$31M flow (conviction)
US Small Cap — +0.4% price, +$4.6B flow (conviction)
Real Estate & Infra — +0.3% price, +$91M flow (conviction)
US Mid Cap — +0.1% price, -$946M flow (price only)