QUAL and VXUS Top Charts in a $10B+ Daily Flow Session

Issuer League Tables

The daily issuer landscape was dominated by iShares and Vanguard, which combined for over $8.5B in net inflows. Among absolute laggards, SPDR and Capital Group led outflows with each shedding more than $550M in a single session. Relative leaders saw SMI Funds and Stacked capture flows representing 10.49% and 6.70% of AUM, respectively. Conversely, Market Desk experienced a sharp -23.27% decrease in AUM relative to its daily flows.

Issuer Flows (Absolute)

Issuer Flows (Relative)

Daily ETF Flow Analysis

Total industry flows reached $10,772M on a daily basis, driven primarily by $8,903M in Equity allocations. The U.S. Large Cap – Blend category was the largest single category leader with $2,653M in 1-day flows. Fixed Income also contributed significantly to the total with $3,302M in net daily inflows. Conversely, Commodity: Focused – Precious Metals saw the steepest outflows at -$834M, marking a reversal of its strong 1-year flow trend of $57,311M.

Asset Class Flows

Top 10 Category Flows

Bottom 10 Category Flows

U.S. Size & Style

U.S. Large Cap Blend funds accounted for $2,653M in positive flows, while U.S. Small Cap Blend saw outflows of -$227M. QUAL led individual tickers with $1,042M, followed by VOO at $975M. U.S. Mid Cap Blend funds remained positive for the day with $341M in net additions. Conversely, IWM suffered the largest decline in the group at -$751M.

Size & Style ex-U.S.

Global Ex-U.S. Large Cap – Blend led international segments with $1,631M in daily flows, compared to its 1-year flow of $122,702M. VXUS was the standout performer, capturing $1,513M in a single day. Emerging Large Cap also saw robust demand with $1,560M in net daily inflows. On the negative side, EEMV experienced -$61M in outflows, while FPXI shed -$7M.

Sector & Industry

Financials led sector performance with $1,087.58M in 1-day inflows, supported by its $104.2B AUM base. Utilities experienced the heaviest sector rotation with -$814M leaving the category in a single session. SMH remained a leader in the segment, adding $354M. Information Technology sector flows were positive at $589.60M, though FTEC saw significant individual outflows of -$324M.

Region & Country

Asia-Pacific funds dominated regional flows with $3,636M in daily activity, significantly higher than Latin America’s $119M. EWY led individual country tickers with $87M, while CQQQ added $66M. Eurozone funds saw modest daily inflows of $14M compared to a robust 1-year flow of $14,967M. DXJ saw individual outflows of -$38M, placing it at the bottom of regional leaders.

Thematic

Infrastructure themes led the group with $824M in daily flows, largely driven by PAVE which added $715M to its $11.04B AUM. Natural Resources themes followed with $714M, contributing to a strong $5,698M YTD trend. Precious Metals themes saw positive daily movement of $352M despite broader commodity pressure. Conversely, Industrial Revolution themes lagged with -$198M in 1-day outflows.

Fixed Income

Intermediate duration funds led fixed income flows with $1,045M in net daily additions. Taxable – Government Short added $779M, whereas Taxable – Inflation Protected faced outflows of -$491M. JEF was the individual leader for the group with $796M in daily inflows. Overall, the Fixed Income asset class maintains a 1-year flow total of $459,981M following its $3,302M daily gain.

Commodity

Commodity ETFs faced a net daily outflow of -$764M, primarily driven by liquidations in Precious Metals. GLD shed -$585M in its individual daily flow, while SLV followed with -$409M. Industrial Metals maintained positive daily momentum with $16M in net inflows. Despite daily weakness, the asset class maintains a long-term positive 1-year flow total of $60,872M.

Cryptocurrency

Cryptocurrency ETFs saw a marginal net outflow of -$1M for the day. Ethereum-focused funds added $27M, while Bitcoin-focused funds saw -$44M in daily liquidations. ETHA led the group with $27M in inflows, whereas IBIT shed -$14M. The asset class has maintained a strong 1-year flow total of $31,729M against a current AUM of $140.12B.

Non-Traditional

Leverage and Inverse funds saw the most significant daily movement with -$811M in net outflows. Synthetic Income strategies followed with -$123M in daily flows, though they retain a strong 1-year flow total of $70,463M. JEPQ was a top individual leader with $79M in daily inflows, while SOXL experienced the largest laggard flow in the group at -$663M. Overall, the asset class holds $422.46B in total AUM.

Recent Launches

JPMorgan International Dynamic ETF (JIDE) represents the most recent market entry with an inception date of January 28, 2026. The launch schedule has been active, with First Eagle introducing two funds on January 27 and Twin Oak Strategic Solutions ETF (TOS) capturing over $126M in initial AUM. The non-traditional segment remains a high-volume area for innovation, particularly within single-stock leverage strategies. Brands like Tradr and Simplify continue to expand their product suites with recent tactical launches.