Americas Lead Performance While Asia-Pacific Dominates Flows

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Weekly Channel Summary

The EQ: Region & Country ETF channel currently manages $278.4B in Assets Under Management (AUM) across 185 unique ETFs offered by 36 issuers. The channel experienced positive momentum this week, bringing in $1.82B in 5-Day flows. This solid week bolsters the channel’s longer-term growth trajectory, with Year-to-Date (YTD) flows reaching $14.00B and 1-Year flows totaling a robust $35.83B.

This Week’s Performance Leaders and Laggards

This week, the Americas category led the pack, posting a 2.04% Week-to-Date (WTD) return and pushing its YTD performance to a category-leading 16.24%. Conversely, the Africa-Middle East category lagged the group, dropping -0.42% for the week, though it still holds a positive 5.60% return YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Americas 2.04% 9.43% 22.90% 37.31% 16.24% 55.01%
Eurozone 1.43% 5.89% 16.03% 13.96% 7.62% 34.42%
Asia-Pacific 0.43% 4.25% 11.41% 15.07% 7.75% 32.63%
Africa-Middle East -0.42% 1.11% 11.48% 16.00% 5.60% 27.12%

Top & Bottom 5 ETFs by Weekly Performance

Among individual funds, the EWY (iShares MSCI South Korea ETF) secured the top spot with a remarkable 6.69% WTD gain. On the other end of the spectrum, the EWJV (iShares MSCI Japan Value ETF) and FLSA (Franklin FTSE Saudi Arabia Fund) were the weakest performers, falling -2.97% and -2.87% respectively.

Ticker Fund Name WTD Performance
Top Performers
EWY iShares MSCI South Korea ETF 6.69%
FLKR Franklin FTSE South Korea ETF 5.67%
MKOR Matthews Korea Active ETF 5.65%
KDEF PLUS Korea Defense Industry Index ETF 5.29%
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 4.06%
Bottom Performers
EWJV iShares MSCI Japan Value ETF -2.97%
FLSA Franklin FTSE Saudi Arabia Fund -2.87%
KTEC KraneShares Hang Seng TECH Index ETF -2.70%
KSA iShares MSCI Saudi Arabia ETF -2.57%
EWJ iShares MSCI Japan ETF -2.51%

Analyzing the Weekly Flows

The channel gathered a total net flow of $1.82B this week. The Asia-Pacific category was the primary driver, pulling in an impressive $1,019M to bring its total AUM to $153.3B. The Eurozone category also saw significant interest with $429M in net inflows. The Africa-Middle East category recorded the smallest absolute intake, seeing $80M in net creations.

Category Flows Summary

Category Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
Asia-Pacific 103 $153.3B $1,019M $4,777M $9,224M $7,488M $13,159M
Eurozone 53 $86.5B $429M $961M $3,060M $1,883M $14,528M
Americas 18 $35.2B $295M $3,005M $4,850M $4,058M $7,131M
Africa-Middle East 11 $3.3B $80M $428M $645M $568M $1,014M

Top & Bottom 5 ETFs by 5-Day Flow

Focusing on individual ETFs, the EWJ (iShares MSCI Japan ETF) dominated inflows, attracting $959M in net new capital over the past five days. Meanwhile, the VPL (Vanguard FTSE Pacific ETF) and KWEB (KraneShares CSI China Internet ETF) faced the heaviest redemptions, seeing outflows of -$505M and -$97M, respectively.

Ticker Fund Name 5-Day Flow
Inflows
EWJ iShares MSCI Japan ETF $959M
VGK Vanguard FTSE Europe ETF $324M
EWY iShares MSCI South Korea ETF $244M
EWW iShares MSCI Mexico ETF $129M
FLTW Franklin FTSE Taiwan ETF $105M
Outflows
VPL Vanguard FTSE Pacific ETF -$505M
KWEB KraneShares CSI China Internet ETF -$97M
EWQ iShares MSCI France ETF -$28M
ECH iShares MSCI Chile ETF -$28M
EWA iShares MSCI Australia ETF -$24M

Issuer League Table Update

Turning to the issuer landscape, iShares maintains a dominant lead with 51.36% market share in this channel, followed by JPMorgan at 15.04%. iShares was also the top asset gatherer for the week, taking in $1,693M in new flows. Conversely, Vanguard experienced the largest net outflows among top issuers, losing -$181M over the 5-day period.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 64 $142.98B 51.36%
JPMorgan 5 $41.86B 15.04%
Vanguard 2 $41.26B 14.82%
Wisdom Tree 10 $12.82B 4.61%
Franklin 18 $10.68B 3.83%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $1,693M
Franklin $276M
JPMorgan $45M
Outflows
Vanguard -$181M
KraneShares -$96M
ALPS -$4M

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Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.