Large Caps Drive $17.8B Inflow Spree

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Weekly Channel Summary

The U.S. Size & Style channel continues to be a massive segment of the ETF universe, comprising 247 brands and 909 ETFs with a combined $7.1 trillion in assets under management. For the week ending December 5, 2025, the channel attracted significant capital, pulling in $17.77 billion in net inflows. This strong weekly haul adds to an impressive year-to-date total of $475.44 billion, while the trailing one-year flows now stand at $570.18 billion, reflecting sustained investor confidence in core U.S. equity strategies.

This Week’s Performance Leaders and Laggards

Performance across the size and style spectrum was generally positive this week, though dispersion was evident. Small Cap Value emerged as the leader, delivering a 0.95% return for the week, though it remains the laggard on a year-to-date basis with a 6.58% return. Conversely, Large Cap Value was the primary laggard for the week, posting a modest gain of 0.21%. Large Cap Growth continues to dominate the longer-term picture, boasting an 18.53% return year-to-date despite finishing third in the weekly rankings.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
U.S. Small Cap – Value 0.95% 3.57% 1.12% 15.68% 6.58% 0.13%
U.S. Mid Cap – Growth 0.80% 1.07% 0.80% 9.07% 9.78% 2.85%
U.S. Large Cap – Growth 0.75% 0.12% 5.98% 15.49% 18.53% 14.49%
U.S. Mid Cap – Value 0.64% 3.71% 0.46% 11.75% 8.59% 1.84%
U.S. Small Cap – Blend 0.63% 2.57% 1.37% 13.14% 8.39% 1.29%
U.S. Mid Cap – Blend 0.52% 2.50% 1.29% 10.95% 8.91% 2.06%
U.S. Small Cap – Growth 0.40% 1.77% 3.68% 14.53% 10.37% 2.34%
U.S. Large Cap – Blend 0.32% 1.58% 4.57% 12.88% 14.75% 9.97%
U.S. Large Cap – Value 0.21% 2.99% 3.64% 11.85% 13.23% 7.51%

Top & Bottom ETFs by Weekly Performance

In the Large Cap space, the BUZZ (VanEck Social Sentiment ETF) surged to the top with a 4.04% gain, while the EASY (Liberty One Defensive Dividend Growth ETF) struggled, dropping 2.90%. Mid Cap leaders were highlighted by IPO (Renaissance IPO ETF), which rose 3.08%, whereas XMLV (Invesco S&P MidCap Low Volatility ETF) fell 1.75%. Among Small Caps, SFLO (VictoryShares Small Cap Free Cash Flow ETF) delivered a strong 2.35% return, contrasting with ABLS (Abacus FCF Small Cap Leaders ETF), which declined 1.10%.

Large Cap Performance

Ticker Fund Name WTD Performance
Top Performers
BUZZ VanEck Social Sentiment ETF 4.04%
FPX First Trust US Equity Opportunities ETF 3.98%
SPHB Invesco S&P 500 High Beta ETF 3.68%
SGRT SMART Earnings Growth 30 ETF 2.91%
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.81%
Bottom Performers
EASY Liberty One Defensive Dividend Growth ETF -2.90%
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF -2.54%
SPLV Invesco S&P 500 Low Volatility ETF -2.52%
MSSS Monarch Select Subsector ETF Fund -1.98%
LVHD Franklin U.S. Low Volatility High Dividend Index ETF -1.91%

Mid Cap Performance

Ticker Fund Name WTD Performance
Top Performers
IPO Renaissance IPO ETF 3.08%
MGMT Ballast Small/Mid Cap ETF 2.75%
ASCE Allspring SMID Core ETF 2.09%
ZIG Acquirers Fund 2.03%
NUMG Nuveen ESG Mid-Cap Growth ETF 1.89%
Bottom Performers
XMLV Invesco S&P MidCap Low Volatility ETF -1.75%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF -1.45%
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF -0.72%
AMID Argent Mid Cap ETF -0.62%
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF -0.55%

Small Cap Performance

Ticker Fund Name WTD Performance
Top Performers
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.35%
AVUV Avantis U.S. Small Cap Value ETF 1.85%
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.67%
DSMC Distillate Small/Mid Cash Flow ETF 1.64%
FDM First Trust Dow Jones Select MicroCap Index Fund 1.52%
Bottom Performers
ABLS Abacus FCF Small Cap Leaders ETF -1.10%
XSLV Invesco S&P SmallCap Low Volatility ETF -1.05%
USVM VictoryShares US Small Mid Cap Value Momentum ETF -0.39%
XSMO Invesco S&P SmallCap Momentum ETF -0.39%
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF -0.38%

Analyzing the Weekly Flows

Flows were robust across the board this week, with the channel raking in a total of $17.77 billion. The heavyweight U.S. Large Cap – Blend category commanded the lion’s share of assets, gathering $9.0 billion in net inflows, further cementing its dominance with nearly $4 trillion in total AUM. U.S. Large Cap – Growth also saw significant activity, pulling in $5.5 billion. While most categories enjoyed positive sentiment, U.S. Small Cap – Growth was the lone outlier, experiencing net outflows of $85 million for the week.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
U.S. Large Cap – Blend 335 $3,980.2B $9,019M $40,193M $115,749M $287,475M $351,681M
U.S. Large Cap – Growth 152 $1,259.7B $5,524M $10,285M $40,721M $111,784M $125,062M
U.S. Large Cap – Value 190 $894.1B $1,405M $13,172M $25,196M $60,738M $74,289M
U.S. Mid Cap – Blend 66 $363.9B $852M $2,410M $5,906M $22,025M $25,268M
U.S. Mid Cap – Value 22 $76.4B $450M $668M $643M $1,779M $1,725M
U.S. Small Cap – Value 35 $98.0B $355M $471M $506M ($3,286M) ($2,811M)
U.S. Small Cap – Blend 61 $325.1B $146M $2,637M $5,929M ($5,190M) ($6,682M)
U.S. Mid Cap – Growth 23 $58.6B $65M $28M $816M $1,815M $2,457M
U.S. Small Cap – Growth 18 $51.0B ($85M) $30M $295M ($1,855M) ($956M)

Top & Bottom ETFs by 5-Day Flow

Flows were concentrated in broad market funds this week. SPY (SPDR S&P 500 ETF Trust) took the top spot for Large Cap inflows with over $5.5 billion, while VOO (Vanguard S&P 500 ETF) saw the largest outflows at over $1 billion. In the Mid Cap segment, VOE (Vanguard Mid-Cap Value ETF) gathered $317 million, whereas BBMC (JPMorgan BetaBuilders U.S. Mid Cap Equity ETF) shed $37 million. Small Caps saw IJR (iShares Core S&P Small Cap ETF) pull in $357 million, while IWM (iShares Russell 2000 ETF) faced significant outflows of $524 million.

Large Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
SPY SPDR S&P 500 ETF Trust $5,525M
QQQ Invesco QQQ Trust Series I $3,871M
SPYM State Street SPDR Portfolio S&P 500 ETF $1,564M
IVV iShares Core S&P 500 ETF $723M
VTI Vanguard Total Stock Market ETF $639M
Outflows
VOO Vanguard S&P 500 ETF ($1,072M)
IWF iShares Russell 1000 Growth ETF ($787M)
WTV WisdomTree US Value Fund ($375M)
QUAL iShares MSCI USA Quality Factor ETF ($179M)
RSP Invesco S&P 500 Equal Weight ETF ($151M)

Mid Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
VOE Vanguard Mid-Cap Value ETF $317M
VXF Vanguard Extended Market ETF $184M
MDY SPDR S&P Midcap 400 ETF Trust $150M
IJH iShares Core S&P Mid-Cap ETF $136M
VO Vanguard Mid-Cap ETF $115M
Outflows
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF ($37M)
IJK iShares S&P Mid-Cap 400 Growth ETF ($24M)
XMHQ Invesco S&P MidCap Quality ETF ($14M)
SMOT VanEck Morningstar SMID Moat ETF ($9M)
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF ($8M)

Small Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
IJR iShares Core S&P Small Cap ETF $357M
AVUV Avantis U.S. Small Cap Value ETF $213M
VTWO Vanguard Russell 2000 ETF $119M
SMLF iShares U.S. SmallCap Equity Factor ETF $60M
VBR Vanguard Small Cap Value ETF $50M
Outflows
IWM iShares Russell 2000 ETF ($524M)
VBK Vanguard Small-Cap Growth ETF ($82M)
IJT iShares S&P Small-Cap 600 Growth ETF ($35M)
CALF Pacer US Small Cap Cash Cows ETF ($11M)
IWC iShares Micro-Cap ETF ($8M)

Issuer League Table Update

Vanguard and iShares continue to hold the top two spots in market share, controlling 34.19% and 27.44% of the channel’s assets, respectively. SPDR led all issuers this week with $7.1 billion in net inflows, while WisdomTree faced the heaviest outflows, shedding $168 million.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 41 $2,429.86B 34.19%
iShares 81 $1,950.22B 27.44%
SPDR 30 $1,032.79B 14.53%
Invesco 69 $680.27B 9.57%
Schwab 12 $308.66B 4.34%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
SPDR $7,145M
Invesco $4,725M
Vanguard $1,939M
Outflows
WisdomTree ($168M)
Pacer ($151M)
Akre ($61M)

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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.