ETFs
Memory ETF DRAM Doubles in 40 Days to $10B in Assets
The Roundhill Memory ETF (DRAM) has surged 90% since its April 2 launch, attracting over $10 billion in assets as the AI memory shortage intensifies. What's driving it.
May 29, 2026
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ETFs
ETF Inflows Top $750B in 2026, on Pace for $2 Trillion Year
ETF inflows have surpassed $750 billion in 2026, putting the industry on track to shatter last year's $1.5 trillion record. Where the money is going.
May 28, 2026
ETFs
Defense ETFs Surge as Geopolitics Reshapes Thematic Flows
Defense ETFs SHLD and DRNZ are pulling billions from AI-focused thematic funds as geopolitical tensions drive a major rotation in ETF flows.
May 28, 2026
ETFs
Bond ETFs Dominate 2026 Flows as Equity Shifts
Fixed income ETFs pulled in $202 billion in 2026 flows, while equity ETFs see a rare value-over-growth shift and defense themes surge. Key trends inside.
May 27, 2026
ETFs
DRAM ETF Hits $10B in 7 Weeks, Smashes Records
Roundhill's DRAM ETF surged to $10 billion in assets just seven weeks after launch, becoming the fastest-growing ETF in history on AI memory demand.
May 27, 2026
ETFs
Warsh Takes the Fed Gavel as ETF Flows Hit $750 Billion
New Fed Chair Kevin Warsh was sworn in as 2026 ETF inflows top $750B. How the leadership transition is shaping fixed income and equity fund flows.
May 26, 2026
ETFs
VOO's March to $1 Trillion Reshapes the ETF Landscape
Vanguard's VOO pulled in $59B in 2026 inflows as SPY bleeds assets. The race to become the first $1 trillion ETF is reshaping passive investing.
May 26, 2026
ETFs
Semi ETFs Just Had Their Biggest Inflow Month Ever
SMH and SOXX absorbed $5.5B in April as the AI chip trade broadens. After Nvidia's earnings, here's how to play the next leg in semiconductors.
May 22, 2026
ETFs
Bond ETFs Pull In $200B As 30-Year Yield Hits 5.2%
Investors are pouring into bond ETFs at a record pace even as the 30-year Treasury yield spikes to a 19-year high. Inside the rate trade.
May 22, 2026
ETFs
QQQ Bleeds $3.3B as Traders Rotate Out of Mega-Cap Tech
Invesco QQQ Trust shed $3.27 billion in recent outflows as investors weigh a rotation from mega-cap tech into small caps and international ETFs.
May 21, 2026
ETFs
VOO Crosses $900B, Closing in on Trillion-Dollar Milestone
Vanguard's S&P 500 ETF becomes the first fund to surpass $900 billion in assets, pulling in $36.9B year-to-date. The road to $1 trillion.
May 21, 2026
ETFs
Memory ETF DRAM Doubles in 40 Days on AI Chip Shortage
The Roundhill Memory ETF (DRAM) has surged 98% since its April 2 launch as a historic HBM memory chip shortage drives contract prices up 75% quarter over quarter.
May 20, 2026
ETFs
VOO Nears $1 Trillion as the Fee War Reshapes ETFs
Vanguard's VOO crosses $900 billion in AUM and is on pace to become the first $1 trillion ETF in 2026. SPY is losing the fee war as SPYM surges to $128 billion.
May 20, 2026
ETFs
Active ETFs on Pace for Record $600B in 2026 Flows
Active ETFs captured 38% of all ETF flows in 2026 with $50 billion in April alone. Mutual fund conversions and bond demand are driving the structural shift.
May 19, 2026
ETFs
Defense ETFs Dominate 2026 as NATO Spending Surges
Defense ETFs are the top-performing thematic trade of 2026 as NATO spending hits record highs and the Iran conflict accelerates military budgets worldwide.
May 19, 2026
ETFs
VOO Races Toward $1 Trillion as QQQ Bleeds $3.3B
Vanguard's S&P 500 ETF pulled in $17B in a month while Invesco QQQ shed $3.3B. The great rotation from tech-heavy to broad market is accelerating.
May 18, 2026
ETFs
Defense ETFs Hit $42B in Assets as NATO Spending Surges
Defense ETFs have pulled in $9 billion in 2026 inflows as NATO spending hits record highs. SHLD returned 49% in a year. Here is what is driving it.
May 18, 2026
ETFs
Active ETFs Capture 90% of Equity Flows as Passive Fades
Active ETFs captured nearly 90% of equity fund flows in March 2026, with value beating growth for the first time in five years. The active surge explained.
May 15, 2026
ETFs
Bitcoin ETF Outflows Hit $635M as Bond Funds Absorb $24B
Bitcoin ETFs saw their worst day since January while bond ETFs pulled in $24 billion in a single week. The great rotation from risk to duration is accelerating.
May 15, 2026
ETFs
Bitcoin ETFs Log Seventh Week of Inflows as IBIT Hits $66B
Spot Bitcoin ETFs have notched seven straight weeks of inflows, with BlackRock's IBIT now holding $66B in cumulative net inflows since launch.
May 14, 2026
ETFs
SOXX, SMH Post Best Months Ever as AI Capex Floods Chip ETFs
Semiconductor ETFs SOXX and SMH delivered their largest monthly returns ever in April, with SOXX up 40.4% and SMH up 32.2% on AI infrastructure demand.
May 14, 2026
ETFs
Equal-Weight ETFs Beat the S&P 500 as Mega-Cap Fades
The Invesco S&P 500 Equal Weight ETF (RSP) returns 1% YTD while SPY falls 4%, as the Great Rotation of 2026 shifts capital from mega-cap tech to financials and industrials.
May 13, 2026
ETFs
Defense and Drone ETFs Crush the Market in 2026
Defense ETF SHLD returns 23% in three months while drone ETF DRNZ surges 120% in a year as geopolitical spending reshapes thematic fund flows.
May 13, 2026
ETFs
Bitcoin ETF Recovery Faces First Real Test After $2.7B Streak
Bitcoin ETFs hit a 9-day $2.7 billion inflow streak before reversing with $268M in outflows. April was the strongest month of 2026. What the flow data signals next.
May 12, 2026