Semiconductor Strength Powers Information Technology Sector to $1.2B in Daily Inflows

Issuer League Tables

The ETF issuer landscape on February 9, 2026, was characterized by significant absolute inflows for market leaders iShares and Vanguard, which attracted $2,435M and $2,415M respectively. Invesco followed closely with $1,950M in daily flows, representing a notable 0.24% of its $805.8B AUM, which exceeds its YTD flow average. Conversely, Direxion and Global X experienced the largest absolute outflows, with Direxion losing $349M and Global X shedding $262M during the session. On a relative basis, T-Rex led the field with a high-velocity inflow representing 5.59% of its total assets, while Gotham faced the steepest relative decline at -10.17%.

Issuer Flows (Absolute)

Issuer Flows (Relative)

Daily ETF Flow Analysis

The total daily net inflow for the US ETF market reached $12,408M on February 9, 2026, driven primarily by $6,664M in Equity flows and $4,568M in Fixed Income activity. Commodity ETFs also contributed a robust $777M to the daily total, significantly outpacing the YTD monthly average flow. Digital Assets saw a reversal of recent trends with $369M in daily inflows, contrasting sharply with the $2,481M outflow recorded over the past month. Non-Traditional ETFs were the sole aggregate laggard among major classes, shedding $78M during the session.

Asset Class Flows

Top & Bottom 10 Category Flows

U.S. Size & Style

U.S. Large Cap Value ETFs led style flows on February 9, 2026, with a massive $2,369M inflow, largely concentrated in the Dow Jones Industrial Average trust. Large Cap Blend followed with $276M, though this daily figure is well below the YTD weekly average of $8,170M. Mid Cap Blend and Large Cap Growth faced the session’s steepest headwinds, shedding $295M and $275M respectively. Small Cap Blend bucked the trend among smaller cap styles, attracting $679M in new assets, a notable shift compared to its negative YTD flow status.

Size & Style ex-U.S.

Global Ex-U.S. Large Cap Blend ETFs dominated international activity on February 9, 2026, recording $2,133M in net inflows. This session was led by SPDW and VEA, which attracted $834M and $605M respectively, continuing a strong 1-year flow trend for the category. Developed market value strategies also showed strength with $424M in inflows, while Small | Mid Cap strategies faced minor $14M outflows. Emerging Large Cap ETFs added $231M, though this remains modest relative to the category’s $414.4B AUM and $21.7B YTD flow totals.

Sector & Industry

Information Technology led sector-specific inflows on February 9, 2026, capturing $1,213M in daily activity, supported by strength in semiconductor products like SMH and SOXX. Financials and Materials followed with gains of $432M and $363M respectively, marking a notable recovery for the Materials category relative to its negative one-week flow status. Consumer Discretionary and Utilities faced the session’s heaviest selling, recording net outflows of $402M and $158M during the period. Overall sector assets remain substantial, totaling $913.2B across the industry.

Region & Country

Regional ETF flows on February 9, 2026, were mixed, with Africa-Middle East leading the gainers at $33M in net inflows. North America and Latin America both added $24M, though Latin America’s daily figure is soft compared to its $2.8B YTD flow. Asia-Pacific ETFs faced the session’s steepest decline with $106M in net outflows, largely driven by significant selling in KWEB and other China-related products. Eurozone ETFs also underperformed the aggregate regional total, shedding $67M during the period.

Thematic

Thematic Equity ETFs recorded a net outflow of $238M on February 9, 2026, though infrastructure-related strategies bucked the trend with $98M in inflows. Precious Metals themed equity and Sustainability products also saw positive activity, adding $41M and $18M respectively. The Evolving Consumer theme was the session’s primary laggard, losing $220M, which aligns with its negative YTD flow trajectory of $380M. Disruptive Tech and FinTech themes also saw minor outflows, shedding $32M and $19M during the session.

Fixed Income

Fixed Income ETFs recorded a strong $4,568M inflow on February 9, 2026, with Multi-Sector products leading the way at $2,396M. Government-focused debt followed with $1,533M in daily gains, while Municipal bonds were the only aggregate decliner, shedding a marginal $10M. Intermediate duration products captured the bulk of activity with $2,520M in net inflows, contrasting with the long-term duration segment which added only $297M. The session’s individual leader was STIP, which attracted $375M, while high yield corporate bond funds like HYG faced $411M in headwinds.

Commodity

Commodity ETFs added $777M on February 9, 2026, with Precious Metals leading the inflow with $606M, reversing a negative 1-week flow trend. Multi-sector broad market products contributed an additional $147M, while Energy and Agriculture strategies saw negligible activity during the session. The heavy inflow into GLD ($546M) was the primary driver of the precious metals segment, although IAU simultaneously faced $177M in outflows. Total commodity AUM currently stands at $382.9B, with $64.1B in YTD net inflows.

Cryptocurrency

Cryptocurrency ETFs recorded $369M in net inflows on February 9, 2026, a significant reversal from the $2,481M outflow seen over the preceding month. Bitcoin-focused products led the activity with $384M in gains, driven primarily by $232M in new assets for IBIT. Ethereum products, however, remained under pressure with $19M in net outflows, while Altcoin strategies added a marginal $3M. Total category AUM has stabilized near $104.8B, despite a challenging YTD flow environment currently standing at negative $2.4B.

Non-Traditional

Non-Traditional ETFs experienced a net outflow of $78M on February 9, 2026, though Buffer strategies recorded a solid $120M inflow. Leverage | Inverse products were the largest detractors, shedding $112M, while Synthetic Income strategies lost $85M during the session. High-velocity trading was evident in MSTZ and SOXS, which attracted $127M and $106M respectively. Conversely, SOXL faced the heaviest absolute selling, losing $476M, significantly underperforming its 1-year flow average.

Recent Launches

The ETF market saw active product expansion in early February 2026, with CoreValues Alpha and FINQ launching multiple AI-managed and technology-focused funds on February 6. Defiance and Tuttle Capital also introduced specialized strategies, including the UFO Disclosure ETF (UFOD) and various leveraged single-stock targets. Burney’s U.S. Equity Select ETF (BRES) launched on February 5 with an initial $596.5M in AUM, the largest among recent entries. These new launches span various categories, including Digital Assets, Non-Traditional leveraged products, and Unclassified AI strategies.