Weekly ETF Sector Wrap: Tech Surges, Energy Stumbles

Share

Weekly Channel Summary

This week, the Sector & Industry ETF channel, comprising 260 ETFs from 51 issuers, reported a total AUM of $849 billion. The channel saw net inflows of $1.52 billion over the past week, contributing to a year-to-date inflow of $2.91 billion and a total of $11.45 billion over the past year. Health Care led the weekly inflows, while the Energy sector experienced the most significant outflows.

This Week’s Performance Leaders and Laggards

This week’s performance was led by the Information Technology sector, which posted a 3.56% gain, bringing its year-to-date return to an impressive 25.47%. On the other end of the spectrum, the Financials sector was the primary laggard with a -0.29% return for the week, though it remains up 7.83% for the year.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Information Technology 3.56% 5.64% 12.12% 55.39% 25.47% 26.99%
Real Estate 3.12% 0.34% 2.90% 8.13% 6.37% -2.04%
Consumer Discretionary 2.76% -3.24% 4.08% 22.30% 5.15% 9.97%
Comm Services 2.69% -3.34% 8.53% 29.68% 20.95% 27.84%
Consumer Staples 2.40% 0.02% -1.11% -0.48% 2.35% -1.26%
Utilities 1.78% 8.57% 11.22% 18.80% 23.13% 17.54%
Materials 1.70% -1.31% 2.18% 18.51% 10.79% -2.63%
Health Care 1.68% 5.48% 10.77% 16.60% 9.82% 1.43%
Energy 1.27% -2.01% 3.07% 13.42% 0.93% -2.62%
Industrial 0.62% 0.15% 2.98% 28.19% 21.16% 15.09%
Financials -0.29% -4.39% -1.36% 15.30% 7.83% 7.77%

Top & Bottom 5 ETFs by Weekly Performance

The SPDR S&P Semiconductor ETF (XSD) was the standout performer this week, with an 8.69% gain. On the flip side, the WisdomTree Europe Defense Fund (WDEF) and the WisdomTree Asia Defense Fund (WDAF) were the worst performers, declining by -6.42% and -4.26% respectively.

Top Performers
XSD SPDR S&P Semiconductor ETF 8.69%
PSI Invesco Semiconductors ETF 6.95%
FTXL First Trust Nasdaq Semiconductor ETF 6.93%
DVRE WEBs Defined Volatility XLRE ETF 6.57%
INDS Pacer Industrial Real Estate ETF 6.44%
Bottom Performers
IAK iShares U.S. Insurance ETF -3.48%
WDGF WisdomTree Global Defense Fund -3.49%
KBWP Invesco KBW Property & Casualty Insurance ETF -3.68%
EUAD Select STOXX Europe Aerospace & Defense ETF -3.96%
WDAF WisdomTree Asia Defense Fund -4.26%
WDEF WisdomTree Europe Defense Fund -6.42%

Analyzing the Weekly Flows

The Sector & Industry channel recorded a net inflow of $1.52 billion this week. The Health Care sector was the primary recipient, attracting $858 million in new assets to its $85.9 billion AUM. Utilities also saw significant inflows of $494 million. In contrast, the Energy sector experienced the largest outflows, with $452 million leaving the space.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Health Care 31 $85.9B $858M $2,262M $2,222M ($4,722M) ($7,509M)
Utilities 11 $38.8B $494M $302M $1,370M $5,043M $4,233M
Real Estate 52 $81.6B $215M $515M $867M $1,227M ($245M)
Consumer Discretionary 15 $35.4B $213M $453M $285M ($1,292M) $91M
Financials 32 $96.3B $191M $557M $3,199M $2,625M $10,138M
Information Technology 32 $333.6B $136M ($1,465M) $642M $4,091M $7,548M
Industrial 28 $63.0B $33M $2,405M $3,851M $4,319M $6,293M
Comm Services 7 $34.5B $29M $340M $1,001M $3,097M $3,729M
Materials 10 $10.0B ($54M) $40M ($34M) ($582M) ($193M)
Consumer Staples 13 $27.5B ($143M) $62M $154M ($80M) ($632M)
Energy 29 $42.0B ($452M) ($714M) ($2,656M) ($10,812M) ($12,007M)

Top & Bottom 5 ETFs by 5-Day Flow

Leading the inflows was the Vanguard Information Technology ETF (VGT), which gathered $587 million. On the other hand, the VanEck Semiconductor ETF (SMH) and the iShares Semiconductor ETF (SOXX) saw the largest outflows of $495 million and $337 million, respectively.

Inflows
VGT Vanguard Information Technology ETF $587M
XBI SPDR S&P BIOTECH ETF $451M
XLU Utilities Select Sector SPDR Fund $389M
KBWB Invesco KBW Bank ETF $332M
XLF Financial Select Sector SPDR Fund $268M
Outflows
XLK Technology Select Sector SPDR Fund ($106M)
XLP Consumer Staples Select Sector SPDR Fund ($138M)
XLI Industrial Select Sector SPDR Fund ($195M)
KRE SPDR S&P Regional Banking ETF ($400M)
XLE Energy Select Sector SPDR Fund ($390M)
SMH VanEck Semiconductor ETF ($495M)

Issuer League Table Update

SPDR and Vanguard continue to dominate the issuer landscape, holding 41.93% and 25.91% of the market share, respectively. This week, Vanguard led the charge in inflows, gathering $598 million in new assets. On the other hand, VanEck, another top issuer, experienced the largest outflows, with $465 million leaving their funds.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
SPDR 30 $355.75B 41.93%
Vanguard 12 $219.81B 25.91%
iShares 49 $136.13B 16.04%
VanEck 11 $37.20B 4.38%
Fidelity 12 $32.74B 3.86%

Top & Bottom 3 Issuers by 5-Day Flow

Inflows
Vanguard $598M
SPDR $424M
Invesco $404M
Outflows
FlexShares -$3M
Global X -$4M
VanEck -$465M

For a deeper dive into these trends, access our FREE, in-depth Thematic ETF reports in the right side panel of this page.

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.