S&P 500 Giants Lead $13B Surge in U.S. ETF Activity

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Issuer League Tables

The U.S. ETF landscape currently manages $13,567B in AUM across 4,853 products from 473 issuers. Vanguard led recent 1-day flows with $4,414M, reinforcing its massive YTD intake of $318.99B. BlackRock (iShares) followed with $2,692M, while Invesco gathered $468M. On the other end of the spectrum, State Street (SPDR) experienced the sharpest redemptions, seeing $4,076M exit its suite, primarily driven by large-cap equity fund activity.

Brand 1-Day Flow 30-Day Flow YTD Flow 1-Year Flow
Inflows
Vanguard $4,414M $48,012M $318,989M $322,763M
iShares $2,692M $71,061M $449,178M $452,709M
Invesco $468M $6,108M $102,968M $105,718M
Fidelity $397M $5,096M $51,029M $51,607M
Morgan Stanley $239M $1,440M $6,446M $6,583M
Outflows
SPDR ($4,076M) $31,180M $209,796M $214,024M
Charles Schwab ($232M) $3,939M $32,019M $32,499M
PIMCO ($225M) $810M $8,127M $8,085M
T. Rowe Price ($221M) $299M $3,439M $3,456M
ProShares ($216M) $3,959M $21,392M $21,507M

Daily ETF Flow Analysis

Total 1-day net flows for U.S. listed ETFs reached $13,446M. Equity was the primary driver of growth, attracting $16,681M in new capital, while Fixed Income saw a significant reversal with -$5,139M in net outflows. Commodity and Non-Traditional funds also posted gains of $428M and $1,155M respectively. Despite the negative day for bonds, Fixed Income remains strongly positive on a YTD basis with $349.8B in inflows.

Asset Class 1-Day Flow 1-Week Flow 1-Month Flow YTD Flow 1-Year Flow
Equity $16,681M ($15,883M) $146,288M $831,768M $851,323M
Non-Traditional $1,155M $3,227M $14,705M $146,211M $146,819M
Commodity $428M $3,091M $9,185M $56,126M $56,286M
Digital Asset $213M $328M $11,889M $62,246M $62,563M
Multi-Asset $61M $157M $759M $6,978M $7,164M
Alternative $47M $7M $476M $4,142M $4,097M
Currency $0M $0M $11M $1,993M $1,998M
Fixed Income ($5,139M) $10,483M $17,133M $349,796M $354,547M
Category 1-Day Flow AUM
Top 10 Categories
Large Cap Blend $13,594M $5,193B
Synthetic Income $901M $105B
Developed Markets ex-U.S. $711M $1,043B
Commodities: Broad $416M $23B
Intermediate-Term Government $249M $124B
Japan $239M $87B
Ethereum $213M $15B
Financials $210M $139B
Small Cap Growth $199M $119B
Mid Cap Value $173M $130B
Bottom 10 Categories
Intermediate-Term Corporate ($2,875M) $235B
Large Cap Growth ($2,569M) $1,368B
Intermediate-Term Bond ($1,885M) $273B
Ultra-Short-Term Bond ($1,034M) $166B
Large Cap Value ($816M) $825B
Aggregate Bond ($586M) $439B
Leveraged – Inverse ($488M) $120B
Mid Cap Blend ($293M) $421B
Communication Services ($206M) $50B
Small Cap Blend ($188M) $417B

U.S. Size & Style

Large Cap Blend dominated equity flows, pulling in a massive $13.59B, led by significant creation activity in core index funds. In contrast, Large Cap Growth saw redemptions of -$2.57B, while U.S. Mid Cap Blend and Small Cap Blend also faced headwinds. At the fund level, VOO ($3,728M) and IVV ($2,279M) were the clear leaders, while QQQ saw the largest outflows at -$1,939M.

Ticker Fund Name 1-Day Flow AUM
Top 5 Leaders
VOO Vanguard S&P 500 ETF $3,728M $689B
IVV iShares Core S&P 500 ETF $2,279M $594B
SPY SPDR S&P 500 ETF Trust $1,194M $653B
VTI Vanguard Total Stock Market ETF $493M $482B
IWB iShares Russell 1000 ETF $452M $44B
Top 5 Laggards
QQQ Invesco QQQ Trust, Series 1 ($1,939M) $346B
SPYG SPDR Portfolio S&P 500 Growth ETF ($507M) $35B
IWD iShares Russell 1000 Value ETF ($482M) $64B
SCHD Schwab US Dividend Equity ETF ($262M) $68B
IJK iShares S&P Mid-Cap 400 Growth ETF ($195M) $10B

Global Ex-U.S. Size & Style

Developed ex-U.S. funds saw net positive interest, gaining $711M. Global ex-U.S. funds added $153M, while Emerging Markets slightly trailed with -$14M in outflows. Flow leaders were led by IEFA ($257M) and VEA ($156M), whereas EFA shed -$170M.

Ticker Fund Name 1-Day Flow AUM
Top 5 Leaders
IEFA iShares Core MSCI EAFE ETF $257M $133B
VEA Vanguard FTSE Developed Markets ETF $156M $147B
VXUS Vanguard Total International Stock ETF $85M $84B
VWO Vanguard FTSE Emerging Markets ETF $76M $93B
IDEV iShares Core MSCI International Developed Markets ETF $62M $21B
Top 5 Laggards
EFA iShares MSCI EAFE ETF ($170M) $54B
EMXC iShares MSCI Emerging Markets ex China ETF ($156M) $22B
IEMG iShares Core MSCI Emerging Markets ETF ($95M) $91B
SCZ iShares MSCI EAFE Small-Cap ETF ($60M) $13B
IXUS iShares Core MSCI Total International Stock ETF ($50M) $46B

Region & Country

International regional allocation was active, with Japan funds leading with $239M in inflows. Europe saw modest net gains ($35M), while Mexico funds faced notable redemptions (-$54M). DXJ ($162M) and EWJ ($82M) stood out as the primary beneficiaries of Japan interest.

Ticker Fund Name 1-Day Flow AUM
Top 5 Leaders
DXJ WisdomTree Japan Hedged Equity Fund $162M $6B
EWJ iShares MSCI Japan ETF $82M $15B
BBEU JPMorgan BetaBuilders Europe ETF $76M $12B
VGK Vanguard FTSE Europe ETF $55M $23B
BBJP JPMorgan BetaBuilders Japan ETF $24M $10B
Top 5 Laggards
EWW iShares MSCI Mexico ETF ($54M) $1B
EWC iShares MSCI Canada ETF ($46M) $4B
INDA iShares MSCI India ETF ($37M) $12B
EWT iShares MSCI Taiwan ETF ($36M) $6B
FXI iShares China Large-Cap ETF ($30M) $9B

Sector & Industry

Sector activity was highlighted by Financials, which saw $210M in inflows. Industrials ($113M) and Consumer Discretionary ($43M) also saw positive traction. Conversely, Communication Services was the hardest hit sector, losing -$206M. XLF ($188M) and XLI ($132M) were the top fund leaders, while XLC faced redemptions of -$202M.

Ticker Fund Name 1-Day Flow AUM
Top 5 Leaders
XLF Financial Select Sector SPDR Fund $188M $45B
XLI Industrial Select Sector SPDR Fund $132M $21B
IYG iShares US Financial Services ETF $88M $3B
FTEC Fidelity MSCI Information Technology Index ETF $66M $14B
XLU Utilities Select Sector SPDR Fund $61M $18B
Top 5 Laggards
XLC Communication Services Select Sector SPDR Fund ($202M) $22B
XLK Technology Select Sector SPDR Fund ($123M) $74B
VGT Vanguard Information Technology ETF ($109M) $75B
SMH VanEck Semiconductor ETF ($77M) $26B
XLB Materials Select Sector SPDR Fund ($46M) $6B

Thematic

Thematic equity flows were relatively muted, but Infrastructure saw the most interest with $82M in inflows. Conversely, Artificial Intelligence themes saw outflows of -$52M. IGV ($103M) and PAVE ($51M) led the thematic leaderboard, while BOTZ shed -$54M.

Ticker Fund Name 1-Day Flow AUM
Top 5 Leaders
IGV iShares Expanded Tech-Software Sector ETF $103M $7B
PAVE Global X US Infrastructure Development ETF $51M $8B
BUG Global X Cybersecurity ETF $32M $1B
FIW First Trust Water ETF $21M $1B
GRID First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Fund $19M $1B
Top 5 Laggards
BOTZ Global X Robotics & Artificial Intelligence ETF ($54M) $2B
LIT Global X Lithium & Battery Tech ETF ($26M) $1B
METV Roundhill Metaverse ETF ($16M) $0.4B
SUSA iShares MSCI USA ESG Select ETF ($15M) $4B
URA Global X Uranium ETF ($12M) $3B

Fixed Income

Fixed Income faced a challenging day with -$5,139M in net outflows. Corporate bonds were the primary source of weakness, shedding -$2,374M, while Government funds also saw redemptions of -$232M. On a duration basis, Intermediate funds lost -$5,654M. GOVT ($239M) and VGSH ($196M) were rare bright spots, whereas LQD and BND saw the heaviest redemptions at -$2,416M and -$1,357M respectively.

Ticker Fund Name 1-Day Flow AUM
Top 5 Leaders
GOVT iShares US Treasury Bond ETF $239M $29B
VGSH Vanguard Short-Term Treasury ETF $196M $23B
VCIT Vanguard Intermediate-Term Corporate Bond ETF $185M $46B
VCSH Vanguard Short-Term Corporate Bond ETF $161M $40B
IGIB iShares IBonds 1-5 Year Corporate Bond ETF $128M $15B
Top 5 Laggards
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF ($2,416M) $33B
BND Vanguard Total Bond Market ETF ($1,357M) $119B
MINT PIMCO Enhanced Short Maturity Active ETF ($413M) $8B
BIL SPDR Bloomberg 1-3 Month T-Bill ETF ($383M) $23B
NEAR iShares Short Maturity Bond ETF ($310M) $3B

Commodity

Commodity funds saw a net increase of $428M, primarily fueled by broad-based products ($416M). Precious Metals remained flat for the day. PDBC led individual fund flows with $405M, while SLV saw outflows of -$48M.

Ticker Fund Name 1-Day Flow AUM
Top 5 Leaders
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $405M $6B
GLDM SPDR Gold MiniShares Trust $26M $8B
GLD SPDR Gold Shares $12M $75B
IAU iShares Gold Trust $10M $34B
SGOL abrdn Physical Gold Shares ETF $8M $3B
Top 5 Laggards
SLV iShares Silver Trust ($48M) $13B
DBC Invesco DB Commodity Index Tracking Fund ($10M) $1B
UNG United States Natural Gas Fund LP ($4M) $0.7B
PPLT abrdn Physical Platinum Shares ETF ($3M) $1B
PALL abrdn Physical Palladium Shares ETF ($2M) $0.2B

Digital Assets

Digital asset sentiment remained robust, particularly within Ethereum funds which pulled in $213M. Bitcoin funds were flat for the day. ETHA ($103M) and FETH ($64M) led the inflow list for the crypto space.

Ticker Fund Name 1-Day Flow AUM
Top 5 Leaders
ETHA iShares Ethereum Trust ETF $103M $2B
FETH Fidelity Ethereum Fund $64M $1B
ETHV VanEck Ethereum ETF $21M $0.3B
EZET Franklin Ethereum ETF $15M $0.1B
IBIT iShares Bitcoin Trust ETF $8M $52B
Top 5 Laggards
FBTC Fidelity Wise Origin Bitcoin Fund ($6M) $17B
BITB Bitwise Bitcoin ETF Trust ($4M) $4B
ARKB ARK 21Shares Bitcoin ETF ($3M) $4B
ETHW Bitwise Ethereum ETF ($2M) $0.4B
CETH 21Shares Core Ethereum ETF ($1M) $0.1B

Non-Traditional

Non-Traditional funds saw substantial inflows of $1,155M. Growth was primarily concentrated in Synthetic Income products ($901M) and Buffer ETFs ($703M), while Leveraged and Inverse funds saw net redemptions of -$488M. MSTY ($306M) and NVDY ($153M) led inflows, whereas TQQQ shed -$339M.

Ticker Fund Name 1-Day Flow AUM
Top 5 Leaders
MSTY YieldMax MSTR Option Income Strategy ETF $306M $3.5B
NVDY YieldMax NVDA Option Income Strategy ETF $153M $2.0B
CONY YieldMax COIN Option Income Strategy ETF $128M $1.5B
JEPI JPMorgan Equity Premium Income ETF $95M $38B
PNOV Innovator US Equity Power Buffer ETF – November $82M $1B
Top 5 Laggards
TQQQ ProShares UltraPro QQQ ($339M) $28B
SOXS Direxion Daily Semiconductor Bear 3X Shares ($123M) $1.5B
SQQQ ProShares UltraPro Short QQQ ($109M) $2.5B
SPXS Direxion Daily S&P 500 Bear 3X Shares ($85M) $1B
TSLL Direxion Daily TSLA Bull 2X Shares ($76M) $1.5B

Recent ETF Launches

Innovation continues at a rapid pace with over 1,141 new funds launched YTD. The recent debut of the WBIT from WisdomTree and CBTC from Canary highlight the expansion of digital asset offerings. Click the header above to explore the full ETF database and filter by inception date for the most current entries.

Launch Date Ticker Fund Name Category AUM
12/26/2025 WBIT WisdomTree Bitcoin Fund Bitcoin $0.0M
12/24/2025 CBTC Canary Bitcoin ETF Bitcoin $0.0M
12/24/2025 IBIT3 Leverage Shares 3x Long iShares Bitcoin Trust ETP Leveraged – Inverse $0.0M
12/24/2025 SBIT3 Leverage Shares 3x Short iShares Bitcoin Trust ETP Leveraged – Inverse $0.0M
12/19/2025 LSTP BondBloxx Laddered Short-Term Bond ETF Short-Term Bond $5.0M
12/19/2025 CDEC Innovator US Equity Cash Stacker ETF – December Buffered $1.8M
12/19/2025 NDEC Innovator Nasdaq-100 Cash Stacker ETF – December Buffered $0.0M
12/18/2025 GSOL Grayscale Solana Trust Altcoin $108.6M
12/18/2025 KGRO KraneShares Global Growth ETF Global Growth $2.5M
12/18/2025 KVAL KraneShares Global Value ETF Global Value $2.5M

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.

Flow data is reported after close on a T+1 basis. This report’s data is as of December 26, 2025, and reflects create/redeem activity from Thursday, December 25, 2025.

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.