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Flows by theme · 50 themes · 428 ETFs

ETF Flows by Theme

Semiconductor ETFs took in $1.7bn in the week to Nov 10, 2026, across the 7 of its 11 funds with daily data, the most of any theme.

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1 week1 monthQuarter to dateYear to date
How to read it
Coverage
50 of 55 themes have daily data for this window: 205 funds, net −$256m with round trips aside. A fund counts only where its daily data covers every day of the window. The flows hub's total over every fund with daily data is +$24.1bn across 2,393 funds, among them funds in no theme. 1 month: 48 themes, 213 funds. Quarter to date: 29 themes, 46 funds. Year to date: 29 themes, 46 funds.
How these lists are built ↓
Measure
Net flow: money in less money out over the window's trading days, round trips left aside. Share of assets: over the funds' net assets at the close before the window. From daily shares outstanding times the previous day's NAV; never added to the monthly N-PORT data.
Rank change
Against the page ETFIQ published the night before; "·" where a theme was not ranked on that side then.

Money moving into every theme

Nov 4 to 10, 2026, 5 trading days · daily data

Net flow, all themes, 1 week−$256m50 themes, 205 funds with daily data
Themes with money in12 of 50+$2.8bn in, −$3.1bn out
Largest inflow+$1.7bnSemiconductor
Largest outflow−$821mDefense

Themes that took in the most, 1 week

From daily data · Nov 4 to 10, 2026, 5 trading days · 12 themes, +$2.8bn in all

Semiconductor ETFs took in $1.7bn in the week to Nov 10, 2026, across the 7 of its 11 funds with daily data, the most of any theme.

Themes that took in the most, 1 week
#ThemeFunds countedNet flowShare of assetsRank change
1Semiconductor7 of 11 funds 60.8% of all theme inflows+$1.7bn1.4% of $0.1tn·
2Internet8 of 13 funds 14.3% of all theme inflows+$406m4.2% of $10bn▼ 1
3Cloud computing4 of 8 funds 12.3% of all theme inflows+$347m2.0% of $0.02tn▲ 2
4Clean energy11 of 16 funds 6.2% of all theme inflows+$174m4.3% of $4bn▼ 1
5Therapeutics and medical devices3 of 5 funds 2.6% of all theme inflows+$73.6m1.9% of $4bn▼ 3
6Natural resources6 of 12 funds 2.0% of all theme inflows+$55.6m0.76% of $7bn▼ 2
7Travel and leisure2 of 3 funds 0.7% of all theme inflows+$20.4m5.3% of $0.4bn▲ 2
8Genomics2 of 4 funds 0.6% of all theme inflows+$16.7m3.7% of $0.3bn▼ 2
9AI infrastructure1 of 12 funds 0.2% of all theme inflows+$5.9m·▼ 2
10Healthcare innovation5 of 7 funds 0.2% of all theme inflows+$4.9m·same
11Rare earth3 of 7 funds 0.1% of all theme inflows+$4.3m·▼ 3
12AI lab5 of 6 funds 0.1% of all theme inflows+$1.4m·same
Computed by ETFIQ from issuer daily share counts × prior-day NAV.CSV

Themes that lost the most, 1 week

From daily data · Nov 4 to 10, 2026, 5 trading days · 26 themes, −$3.1bn in all

Defense ETFs lost $821m in the week to Nov 10, 2026, across the 9 of its 22 funds with daily data, the largest outflow of any theme.

Themes that lost the most, 1 week
#ThemeFunds countedNet flowShare of assetsRank change
1Defense9 of 22 funds 26.6% of all theme outflows−$821m−1.6% of $0.03tn▲ 1
2Memory and storage1 of 5 funds 13.7% of all theme outflows−$424m−2.3% of $18.4bn▲ 2
3Copper2 of 6 funds 9.9% of all theme outflows−$307m−2.9% of $0.4bn▲ 2
4AI14 of 36 funds 7.1% of all theme outflows−$219m−1.1% of $0.02tn▲ 2
5Digital infrastructure7 of 9 funds 6.6% of all theme outflows−$205m−9.9% of $1bn▲ 2
6Infrastructure10 of 18 funds 6.5% of all theme outflows−$200m−0.32% of $0.02tn▲ 4
7Lithium4 of 5 funds 5.8% of all theme outflows−$179m0.00% of $0.1bn▲ 1
8Reshoring and manufacturing4 of 8 funds 4.9% of all theme outflows−$151m−1.7% of $9bn▲ 1
9Electrification5 of 12 funds 4.2% of all theme outflows−$130m−0.95% of $0.01tn▲ 2
10Uranium and nuclear3 of 10 funds 2.3% of all theme outflows−$70.6m·▲ 2
11Miners and metals2 of 6 funds 2.2% of all theme outflows−$66.6m−1.1% of $6bn▲ 6
12Blockchain and crypto5 of 14 funds 2.1% of all theme outflows−$63.7m−2.4% of $1bn▲ 1
13Biotech7 of 10 funds 1.8% of all theme outflows−$54.2m−0.21% of $0.03tn▼ 10
14Robotics3 of 11 funds 1.4% of all theme outflows−$43.7m·same
15Silver miners3 of 4 funds 1.2% of all theme outflows−$38.2m−0.75% of $4bnsame
16Gold miners3 of 10 funds 1.1% of all theme outflows−$33.4m−1.6% of $2bnsame
17Cybersecurity5 of 7 funds 0.9% of all theme outflows−$26.8m−0.07% of $21.5bn▲ 1
18Electric vehicle6 of 8 funds 0.7% of all theme outflows−$20.9m0.00% of $0.2bn▲ 2
19Agriculture4 of 6 funds 0.3% of all theme outflows−$10.9m−1.8% of $0.5bnsame
20Water5 of 6 funds 0.2% of all theme outflows−$7.5m−0.12% of $5bn▲ 1
21Energy security and critical technology2 of 5 funds 0.2% of all theme outflows−$7.4m0.00% of $0.6bn▲ 1
22Fintech and digital payments3 of 6 funds 0.1% of all theme outflows−$4.2m0.00% of $0.2bn▲ 1
23Stablecoins and tokenisation3 of 5 funds 0.1% of all theme outflows−$3.3m−2.6% of $126m·
24Gaming and esports6 of 8 funds 0.0% of all theme outflows−$827k0.00% of $0.1bn▲ 1
25Innovation9 of 30 funds 0.0% of all theme outflows−$622k−0.01% of $6bn·
26Photonics and optics1 of 3 funds 0.0% of all theme outflows−$273k−0.22% of $122msame
Computed by ETFIQ from issuer daily share counts × prior-day NAV.CSV

Themes that took in the most, 1 month

From daily data · Oct 12 to Nov 10, 2026, 22 trading days · 15 themes, +$12.1bn in all

Semiconductor ETFs took in $10.3bn to Nov 10, 2026, across the 9 of its 11 funds with daily data, the most of any theme.

Themes that took in the most, 1 month
#ThemeFunds countedNet flowShare of assetsRank change
1Semiconductor9 of 11 funds 84.8% of all theme inflows+$10.3bn, off scale7.9% of $0.1tnsame
2Gold miners5 of 10 funds 4.7% of all theme inflows+$565m1.5% of $0.04tnsame
3Internet8 of 13 funds 3.4% of all theme inflows+$411m3.8% of $10.8bnsame
4Natural resources4 of 12 funds 2.5% of all theme inflows+$305m4.3% of $7bnsame
5Biotech7 of 10 funds 1.8% of all theme inflows+$212m0.85% of $0.03tn·
6Clean energy12 of 16 funds 1.4% of all theme inflows+$165m3.4% of $5bn▼ 1
7Therapeutics and medical devices3 of 5 funds 0.6% of all theme inflows+$77.7m2.2% of $3.6bnsame
8Genomics2 of 4 funds 0.3% of all theme inflows+$39.0m9.2% of $424m▼ 2
9Cybersecurity5 of 7 funds 0.2% of all theme inflows+$27.3m0.10% of $26.3bn▼ 1
10Travel and leisure2 of 3 funds 0.2% of all theme inflows+$21.0m5.8% of $364m▲ 1
11AI lab5 of 6 funds 0.1% of all theme inflows+$15.8m·▼ 2
12AI infrastructure1 of 12 funds 0.1% of all theme inflows+$5.9m4.6% of $128m▼ 2
13Healthcare innovation5 of 7 funds 0.0% of all theme inflows+$3.7m3.2% of $115m▼ 1
14Rare earth4 of 7 funds 0.0% of all theme inflows+$1.1m7.3% of $104msame
15Energy transition and decarbonisation5 of 9 funds 0.0% of all theme inflows+$865k0.11% of $0.8bnsame
Computed by ETFIQ from issuer daily share counts × prior-day NAV.CSV

Themes that lost the most, 1 month

From daily data · Oct 12 to Nov 10, 2026, 22 trading days · 28 themes, −$6.4bn in all

Memory and storage ETFs lost $1.8bn to Nov 10, 2026, across the 1 of its 5 funds with daily data, the largest outflow of any theme.

Themes that lost the most, 1 month
#ThemeFunds countedNet flowShare of assetsRank change
1Memory and storage1 of 5 funds 28.4% of all theme outflows−$1.8bn−7.7% of $23.6bnsame
2Defense8 of 22 funds 18.3% of all theme outflows−$1.2bn−3.3% of $35.6bnsame
3Cloud computing4 of 8 funds 8.7% of all theme outflows−$556m−2.8% of $19.6bnsame
4Copper3 of 6 funds 5.0% of all theme outflows−$323m−4.1% of $8bn▲ 1
5Reshoring and manufacturing2 of 8 funds 5.0% of all theme outflows−$317m−3.5% of $9.1bn▼ 1
6Miners and metals3 of 6 funds 4.9% of all theme outflows−$316m−4.6% of $7bnsame
7Infrastructure10 of 18 funds 4.2% of all theme outflows−$271m−0.92% of $29.3bn▲ 1
8AI14 of 36 funds 3.9% of all theme outflows−$248m−0.67% of $0.04tn▼ 1
9Blockchain and crypto8 of 14 funds 3.3% of all theme outflows−$214m−9.0% of $2bnsame
10Digital infrastructure6 of 9 funds 3.2% of all theme outflows−$208m−5.7% of $4bnsame
11Lithium4 of 5 funds 3.0% of all theme outflows−$191m−12.0% of $2bnsame
12Agriculture5 of 6 funds 3.0% of all theme outflows−$190m−10.6% of $2bnsame
13Electric vehicle6 of 8 funds 2.4% of all theme outflows−$152m−21.1% of $719m▲ 1
14Uranium and nuclear4 of 10 funds 2.1% of all theme outflows−$135m−1.5% of $9bn▼ 1
15Electrification5 of 12 funds 1.1% of all theme outflows−$73.4m−0.56% of $13.2bn▲ 1
16Silver miners3 of 4 funds 0.9% of all theme outflows−$55.9m−0.63% of $8.8bn▲ 1
17Photonics and optics1 of 3 funds 0.7% of all theme outflows−$46.7m−18.7% of $250m▲ 1
18Robotics3 of 11 funds 0.7% of all theme outflows−$43.7m−1.3% of $3bn▲ 1
19Water5 of 6 funds 0.3% of all theme outflows−$19.3m−0.39% of $5.0bn▲ 1
20Energy security and critical technology2 of 5 funds 0.2% of all theme outflows−$12.2m−1.4% of $900m▲ 1
21Stablecoins and tokenisation4 of 5 funds 0.2% of all theme outflows−$10.5m−5.3% of $0.2bn▲ 3
22Fintech and digital payments3 of 6 funds 0.1% of all theme outflows−$9.2m−2.9% of $0.3bnsame
23Gaming and esports7 of 8 funds 0.1% of all theme outflows−$7.5m−1.6% of $0.5bnsame
24Metaverse and immersive tech2 of 3 funds 0.1% of all theme outflows−$7.0m−2.9% of $241m▲ 1
25Timber and forestry2 of 2 funds 0.1% of all theme outflows−$4.0m−1.4% of $285m▲ 1
26Innovation8 of 30 funds 0.1% of all theme outflows−$3.1m−0.05% of $5.9bn·
27Pets1 of 1 fund 0.0% of all theme outflows−$1.3m·same
28Space5 of 10 funds 0.0% of all theme outflows−$659k−0.50% of $0.1bnsame
Computed by ETFIQ from issuer daily share counts × prior-day NAV.CSV

Themes that took in the most, quarter to date

From daily data · Oct 1 to Nov 10, 2026, 29 trading days · 10 themes, +$5.2bn in all

Semiconductor ETFs took in $4.2bn to Nov 10, 2026, across the 2 of its 11 funds with daily data, the most of any theme.

Themes that took in the most, quarter to date
#ThemeFunds countedNet flowShare of assetsRank change
1Semiconductor2 of 11 funds 80.7% of all theme inflows+$4.2bn, off scale8.1% of $0.05tn▲ 2
2Natural resources3 of 12 funds 6.2% of all theme inflows+$322m4.9% of $7bn▼ 1
3AI2 of 36 funds 5.0% of all theme inflows+$260m1.4% of $0.02tn▼ 1
4Therapeutics and medical devices2 of 5 funds 3.3% of all theme inflows+$168m4.9% of $3bnsame
5Biotech2 of 10 funds 3.0% of all theme inflows+$158m0.73% of $0.02tn·
6Genomics1 of 4 funds 1.1% of all theme inflows+$54.5m18.2% of $0.3bnsame
7Infrastructure5 of 18 funds 0.4% of all theme inflows+$19.8m0.13% of $0.01tn▼ 2
8Cybersecurity1 of 7 funds 0.2% of all theme inflows+$9.3m0.80% of $1bn▼ 1
9Electrification1 of 12 funds 0.1% of all theme inflows+$7.5m1.8% of $0.4bn▼ 1
10Gold miners1 of 10 funds 0.0% of all theme inflows+$389k0.02% of $2bn▼ 1
Computed by ETFIQ from issuer daily share counts × prior-day NAV.CSV

Themes that lost the most, quarter to date

From daily data · Oct 1 to Nov 10, 2026, 29 trading days · 13 themes, −$1.6bn in all

Defense ETFs lost $721m to Nov 10, 2026, across the 3 of its 22 funds with daily data, the largest outflow of any theme.

Themes that lost the most, quarter to date
#ThemeFunds countedNet flowShare of assetsRank change
1Defense3 of 22 funds 44.9% of all theme outflows−$721m−3.4% of $0.02tnsame
2Miners and metals2 of 6 funds 18.4% of all theme outflows−$294m−4.5% of $6bn▲ 1
3Cloud computing2 of 8 funds 14.5% of all theme outflows−$233m−1.6% of $0.01tn▼ 1
4Electric vehicle2 of 8 funds 8.0% of all theme outflows−$128m−46.3% of $0.3bn▲ 1
5Digital infrastructure1 of 9 funds 7.9% of all theme outflows−$126m−24.7% of $0.5bn▲ 1
6Clean energy2 of 16 funds 2.7% of all theme outflows−$43.4m−1.8% of $2bn▲ 1
7Silver miners1 of 4 funds 1.2% of all theme outflows−$19.6m−2.2% of $0.9bn▲ 1
8Copper1 of 6 funds 1.0% of all theme outflows−$16.7m−3.6% of $0.5bn▲ 1
9Innovation2 of 30 funds 0.4% of all theme outflows−$5.8m−0.14% of $4bn▲ 1
10Energy security and critical technology1 of 5 funds 0.3% of all theme outflows−$5.3m−0.74% of $0.7bn▲ 1
11Timber and forestry1 of 2 funds 0.3% of all theme outflows−$4.0m−1.5% of $0.3bn▲ 1
12Rare earth1 of 7 funds 0.2% of all theme outflows−$3.2m·▲ 1
13Reshoring and manufacturing1 of 8 funds 0.2% of all theme outflows−$3.1m·▲ 1
Computed by ETFIQ from issuer daily share counts × prior-day NAV.CSV

Themes that took in the most, year to date

From daily data · Jan 2 to Nov 10, 2026, 216 trading days · 22 themes, +$36.0bn in all

Semiconductor ETFs took in $17.4bn to Nov 10, 2026, across the 2 of its 11 funds with daily data, the most of any theme.

Themes that took in the most, year to date
#ThemeFunds countedNet flowShare of assetsRank change
1Semiconductor2 of 11 funds round trip of −$32.6m left aside, 48.3% of all theme inflows+$17.4bn91.0% of $0.02tnsame
2Cloud computing2 of 8 funds round trip of −$42.1m left aside, 11.7% of all theme inflows+$4.2bn50.4% of $8bnsame
3Defense3 of 22 funds round trip of +$10.6m left aside, 10.1% of all theme inflows+$3.7bn20.8% of $0.02tnsame
4AI2 of 36 funds 8.9% of all theme inflows+$3.2bn32.0% of $0.01tnsame
5Infrastructure5 of 18 funds round trip of +$16.0m left aside, 6.0% of all theme inflows+$2.2bn16.9% of $0.01tnsame
6Miners and metals2 of 6 funds 4.6% of all theme inflows+$1.6bn35.7% of $5bnsame
7Biotech2 of 10 funds 3.6% of all theme inflows+$1.3bn8.1% of $0.02tnsame
8Natural resources3 of 12 funds 1.8% of all theme inflows+$663m17.7% of $4bnsame
9Electrification1 of 12 funds 1.1% of all theme inflows+$397m·same
10Clean energy2 of 16 funds 0.9% of all theme inflows+$316m15.2% of $2bnsame
11Therapeutics and medical devices2 of 5 funds 0.7% of all theme inflows+$259m6.4% of $4bn▲ 2
12Copper1 of 6 funds 0.7% of all theme inflows+$235m·▼ 1
13Digital infrastructure1 of 9 funds 0.6% of all theme inflows+$221m·▼ 1
14Genomics1 of 4 funds 0.3% of all theme inflows+$128m97.7% of $0.1bnsame
15Agriculture1 of 6 funds 0.2% of all theme inflows+$70.4m·same
16Timber and forestry1 of 2 funds 0.1% of all theme inflows+$42.0m18.0% of $0.2bnsame
17Silver miners1 of 4 funds 0.1% of all theme inflows+$38.1m4.5% of $0.8bnsame
18Cybersecurity1 of 7 funds 0.1% of all theme inflows+$32.3m3.9% of $0.8bnsame
19Reshoring and manufacturing1 of 8 funds 0.1% of all theme inflows+$25.1m·same
20Rare earth1 of 7 funds 0.1% of all theme inflows+$18.7m·same
21Healthcare innovation1 of 7 funds 0.0% of all theme inflows+$5.0m·same
22Lithium1 of 5 funds 0.0% of all theme inflows+$1.6m·same
Computed by ETFIQ from issuer daily share counts × prior-day NAV.CSV

Themes that lost the most, year to date

From daily data · Jan 2 to Nov 10, 2026, 216 trading days · 5 themes, −$1.2bn in all

Gold miners ETFs lost $638m to Nov 10, 2026, across the 1 of its 10 funds with daily data, the largest outflow of any theme.

Themes that lost the most, year to date
#ThemeFunds countedNet flowShare of assetsRank change
1Gold miners1 of 10 funds 53.4% of all theme outflows−$638m−21.9% of $3bnsame
2Energy security and critical technology1 of 5 funds 25.3% of all theme outflows−$302m−32.0% of $0.9bnsame
3Innovation2 of 30 funds 20.2% of all theme outflows−$242m−6.6% of $4bnsame
4Electric vehicle2 of 8 funds 0.6% of all theme outflows−$7.1m−3.9% of $0.2bnsame
5Blockchain and crypto1 of 14 funds 0.5% of all theme outflows−$6.3m·same
Computed by ETFIQ from issuer daily share counts × prior-day NAV.CSV
Other flow rankings
Thematic ETFs: every theme→Fund flows: the whole market→Every flows ranking→ETF issuers by net flow→The weekly ETF flows report→
Sources and dates
How ETFIQ computes fund flows↗These tables, as JSON↗These tables, as CSV↗
Cite this pageCitation, APA and Markdown

ETFIQ, ETF Flows by Theme, data as of Nov 10, 2026. https://etfiq.com/flows/themes/

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A ranking is not a recommendation or an opinion. ETFIQ is an independent publisher, not an adviser.