U.S. ETF Weekly Recap: Large Cap Growth Leads as Flows Surge

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Weekly Channel Summary

The U.S. Size & Style ETF channel currently holds $7,709B in Assets Under Management (AUM), encompassing 959 ETFs managed by 272 distinct issuers. Over the past week, the segment demonstrated robust growth, pulling in $15.93B in 5-day net flows. This influx brings the Year-to-Date (YTD) flow total to an impressive $158.92B, reflecting sustained investor demand that has aggregated $569.35B over the trailing one-year period.

This Week’s Performance Leaders and Laggards

U.S. Large Cap – Growth led the pack this week with a Week-to-Date (WTD) return of 0.96%, significantly outpacing other size and style segments, although it still trails small-cap categories on a YTD basis. Conversely, U.S. Large Cap – Value served as the primary lagging category, declining by -0.25% WTD. Despite the short-term strength in large-cap growth, U.S. Small Cap – Value maintains the strongest Year-to-Date performance at a stellar 13.14%.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
U.S. Large Cap – Growth 0.96% 11.36% 3.56% 3.94% 4.89% 34.10%
U.S. Small Cap – Value 0.41% 8.30% 6.38% 14.06% 13.14% 37.73%
U.S. Small Cap – Growth 0.40% 11.66% 5.57% 10.58% 12.24% 37.53%
U.S. Small Cap – Blend 0.31% 9.22% 4.86% 10.51% 10.99% 33.40%
U.S. Large Cap – Blend 0.24% 7.56% 2.89% 5.92% 5.10% 27.37%
U.S. Mid Cap – Growth -0.09% 8.60% 1.58% 3.27% 6.64% 26.21%
U.S. Mid Cap – Blend -0.14% 7.50% 3.87% 9.37% 9.13% 28.61%
U.S. Mid Cap – Value -0.14% 6.41% 3.57% 9.88% 8.65% 27.28%
U.S. Large Cap – Value -0.25% 4.82% 3.51% 9.15% 6.94% 25.37%

Top & Bottom ETFs by Weekly Performance

Highlighting individual standouts, QQQA (ProShares Nasdaq-100 Dorsey Wright Momentum ETF) was the best-performing large-cap ETF this week. In the mid-cap space, CBSE (Clough Select Equity ETF) led the way, while TCV (Towle Value ETF) dominated the small-cap tier. On the downside, MEME (Roundhill Meme Stock ETF), TMFM (Motley Fool Mid-Cap Growth ETF), and NIXT (Research Affiliates Deletions ETF) recorded the steepest weekly losses in their respective market capitalizations.

Large Cap Performance

Ticker Fund Name WTD Performance
Top Performers
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 8.54%
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.75%
DARP Grizzle Growth ETF 3.50%
FFTY Innovator IBD 50 ETF 3.48%
SGRT SMART Earnings Growth 30 ETF 3.22%
Bottom Performers
MEME Roundhill Meme Stock ETF -7.70%
GURU Global X Guru Index ETF -3.87%
AKRE Akre Focus ETF -3.65%
RONB Baron First Principles ETF -2.91%
TAOZ Thornburg American Opportunities Fund -2.45%

Mid Cap Performance

Ticker Fund Name WTD Performance
Top Performers
CBSE Clough Select Equity ETF 2.22%
IPO Renaissance IPO ETF 1.86%
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.66%
GLRY Inspire Growth ETF 1.41%
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.35%
Bottom Performers
TMFM Motley Fool Mid-Cap Growth ETF -2.82%
SAEF Schwab Ariel Opportunities ETF -1.99%
BCSM Baron SMID Cap ETF -1.70%
TSCM TimesSquare Quality Mid Cap Growth ETF -1.62%
JMID Janus Henderson Mid Cap Growth Alpha ETF -1.61%

Small Cap Performance

Ticker Fund Name WTD Performance
Top Performers
TCV Towle Value ETF 4.26%
SMCF Themes US Small Cap Cash Flow Champions ETF 1.88%
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.85%
JSML Janus Henderson Small Cap Growth Alpha ETF 1.78%
ABLS Abacus FCF Small Cap Leaders ETF 1.62%
Bottom Performers
NIXT Research Affiliates Deletions ETF -1.44%
FSGS First Trust SMID Growth Strength ETF -1.14%
FDM First Trust Dow Jones Select MicroCap Index Fund -1.03%
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF -0.97%
TMFS Motley Fool Small-Cap Growth ETF -0.90%

Analyzing the Weekly Flows

The U.S. Size & Style channel captured $15,931M in positive net flows over the past 5 days. U.S. Large Cap – Blend led the charge by a wide margin, bringing in a massive $10,796M and pushing its total AUM to $4,292.4B. U.S. Large Cap – Growth also experienced significant capital attraction, securing $3,114M in new assets. On the other end of the spectrum, U.S. Small Cap – Blend faced the heaviest redemptions, suffering -$1,493M in net outflows this week.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
U.S. Large Cap – Blend 361 $4,292.4B $10,796M $49,005M $73,205M $90,252M $336,811M
U.S. Large Cap – Growth 163 $1,324.5B $3,114M $15,856M $22,699M $22,757M $110,240M
U.S. Large Cap – Value 198 $1,001.4B $1,446M $7,336M $29,819M $29,396M $79,613M
U.S. Mid Cap – Blend 68 $412.6B $1,161M $3,883M $13,522M $14,316M $32,347M
U.S. Small Cap – Value 36 $113.2B $689M $879M $2,591M $2,636M $2,844M
U.S. Mid Cap – Value 23 $84.7B $130M -$588M $264M $332M $2,051M
U.S. Small Cap – Growth 19 $55.5B $105M -$379M $300M -$775M -$672M
U.S. Mid Cap – Growth 23 $61.3B -$17M -$134M -$23M -$28M $2,847M
U.S. Small Cap – Blend 67 $363.1B -$1,493M -$4,996M $1,823M $33M $3,272M

Top & Bottom ETFs by 5-Day Flow

Looking at individual funds, VOO (Vanguard S&P 500 ETF) absolutely dominated large-cap inflows with a massive $6.29B haul, while QQQ (Invesco QQQ Trust Series I) saw the steepest large-cap redemptions. In the mid-cap space, IJH (iShares Core S&P Mid-Cap ETF) led new asset gathering, contrasting sharply with the outflows experienced by FLQM (Franklin U.S. Mid Cap Multifactor Index ETF). For small-caps, AVUV (Avantis U.S. Small Cap Value ETF) served as the top asset magnet, whereas IWM (iShares Russell 2000 ETF) shed the most assets.

Large Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
VOO Vanguard S&P 500 ETF $6,299M
SPY State Street SPDR S&P 500 ETF $1,777M
IVV iShares Core S&P 500 ETF $1,708M
VTI Vanguard Total Stock Market ETF $1,234M
VUG Vanguard Growth ETF $736M
Outflows
QQQ Invesco QQQ Trust Series I -$704M
IWB iShares Russell 1000 ETF -$623M
RSP Invesco S&P 500 Equal Weight ETF -$529M
IWX iShares Russell Top 200 Value ETF -$400M
SPYM State Street SPDR Portfolio S&P 500 ETF -$273M

Mid Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
IJH iShares Core S&P Mid-Cap ETF $292M
VO Vanguard Mid-Cap ETF $258M
JHMM John Hancock Multifactor Mid Cap ETF $142M
TMSL T. Rowe Price Small-Mid Cap ETF $105M
XMMO Invesco S&P MidCap Momentum ETF $89M
Outflows
FLQM Franklin U.S. Mid Cap Multifactor Index ETF -$124M
IWP iShares Russell Mid-Cap Growth ETF -$48M
VOT Vanguard Mid-Cap Growth ETF -$47M
QQQJ Invesco NASDAQ Next Gen 100 ETF -$44M
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF -$18M

Small Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
AVUV Avantis U.S. Small Cap Value ETF $260M
IJR iShares Core S&P Small Cap ETF $250M
SLYV State Street SPDR S&P 600 Small Cap Value ETF $158M
IWN iShares Russell 2000 Value ETF $93M
IWO iShares Russell 2000 Growth ETF $90M
Outflows
IWM iShares Russell 2000 ETF -$1,870M
RSSL Global X Russell 2000 ETF -$121M
SCHA Schwab U.S. Small-Cap ETF -$63M
VBK Vanguard Small-Cap Growth ETF -$45M
JHSC John Hancock Multifactor Small Cap ETF -$18M

Issuer League Table Update

Vanguard and iShares maintain their commanding lead in the issuer landscape, capturing 34.26% and 26.97% of the channel’s AUM market share, respectively. Vanguard leveraged its massive footprint to gather the most weekly inflows, pulling in an impressive $9,285M. Meanwhile, Invesco faced the most significant headwinds over the 5-day period, recording the largest outflows among all issuers at -$149M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 41 $2,640.76B 34.26%
iShares 82 $2,078.69B 26.97%
SPDR 30 $1,108.09B 14.37%
Invesco 68 $733.77B 9.52%
Schwab 12 $343.41B 4.45%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Vanguard $9,285M
SPDR $2,503M
Capital Group $671M
Outflows
Invesco -$149M
Franklin -$122M
Global X -$115M

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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.