# ETF Flows by Theme: Weekly, Monthly and Year to Date

> 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. ETF flows by theme.

Data as of Nov 10, 2026. Rebuilt every trading night.

Flows as of Nov 10, 2026 , the trading day.

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.

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.

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.

Rank change Against the page ETFIQ published the night before; "·" where a theme was not ranked on that side then.

### 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.

| # | Theme | Funds counted | Net flow | Share of assets | Rank change |
| --- | --- | --- | --- | --- | --- |
| 1 | Semiconductor | 7 of 11 funds 60.8% of all theme inflows | +$1.7bn | 1.4% of $0.1tn | · |
| 2 | Internet | 8 of 13 funds 14.3% of all theme inflows | +$406m | 4.2% of $10bn | ▼ 1 |
| 3 | Cloud computing | 4 of 8 funds 12.3% of all theme inflows | +$347m | 2.0% of $0.02tn | ▲ 2 |
| 4 | Clean energy | 11 of 16 funds 6.2% of all theme inflows | +$174m | 4.3% of $4bn | ▼ 1 |
| 5 | Therapeutics and medical devices | 3 of 5 funds 2.6% of all theme inflows | +$73.6m | 1.9% of $4bn | ▼ 3 |
| 6 | Natural resources | 6 of 12 funds 2.0% of all theme inflows | +$55.6m | 0.76% of $7bn | ▼ 2 |
| 7 | Travel and leisure | 2 of 3 funds 0.7% of all theme inflows | +$20.4m | 5.3% of $0.4bn | ▲ 2 |
| 8 | Genomics | 2 of 4 funds 0.6% of all theme inflows | +$16.7m | 3.7% of $0.3bn | ▼ 2 |
| 9 | AI infrastructure | 1 of 12 funds 0.2% of all theme inflows | +$5.9m | · | ▼ 2 |
| 10 | Healthcare innovation | 5 of 7 funds 0.2% of all theme inflows | +$4.9m | · | same |
| 11 | Rare earth | 3 of 7 funds 0.1% of all theme inflows | +$4.3m | · | ▼ 3 |
| 12 | AI lab | 5 of 6 funds 0.1% of all theme inflows | +$1.4m | · | same |

Computed by ETFIQ from issuer daily share counts × prior-day NAV.

### 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.

| # | Theme | Funds counted | Net flow | Share of assets | Rank change |
| --- | --- | --- | --- | --- | --- |
| 1 | Defense | 9 of 22 funds 26.6% of all theme outflows | −$821m | −1.6% of $0.03tn | ▲ 1 |
| 2 | Memory and storage | 1 of 5 funds 13.7% of all theme outflows | −$424m | −2.3% of $18.4bn | ▲ 2 |
| 3 | Copper | 2 of 6 funds 9.9% of all theme outflows | −$307m | −2.9% of $0.4bn | ▲ 2 |
| 4 | AI | 14 of 36 funds 7.1% of all theme outflows | −$219m | −1.1% of $0.02tn | ▲ 2 |
| 5 | Digital infrastructure | 7 of 9 funds 6.6% of all theme outflows | −$205m | −9.9% of $1bn | ▲ 2 |
| 6 | Infrastructure | 10 of 18 funds 6.5% of all theme outflows | −$200m | −0.32% of $0.02tn | ▲ 4 |
| 7 | Lithium | 4 of 5 funds 5.8% of all theme outflows | −$179m | 0.00% of $0.1bn | ▲ 1 |
| 8 | Reshoring and manufacturing | 4 of 8 funds 4.9% of all theme outflows | −$151m | −1.7% of $9bn | ▲ 1 |
| 9 | Electrification | 5 of 12 funds 4.2% of all theme outflows | −$130m | −0.95% of $0.01tn | ▲ 2 |
| 10 | Uranium and nuclear | 3 of 10 funds 2.3% of all theme outflows | −$70.6m | · | ▲ 2 |
| 11 | Miners and metals | 2 of 6 funds 2.2% of all theme outflows | −$66.6m | −1.1% of $6bn | ▲ 6 |
| 12 | Blockchain and crypto | 5 of 14 funds 2.1% of all theme outflows | −$63.7m | −2.4% of $1bn | ▲ 1 |
| 13 | Biotech | 7 of 10 funds 1.8% of all theme outflows | −$54.2m | −0.21% of $0.03tn | ▼ 10 |
| 14 | Robotics | 3 of 11 funds 1.4% of all theme outflows | −$43.7m | · | same |
| 15 | Silver miners | 3 of 4 funds 1.2% of all theme outflows | −$38.2m | −0.75% of $4bn | same |
| 16 | Gold miners | 3 of 10 funds 1.1% of all theme outflows | −$33.4m | −1.6% of $2bn | same |
| 17 | Cybersecurity | 5 of 7 funds 0.9% of all theme outflows | −$26.8m | −0.07% of $21.5bn | ▲ 1 |
| 18 | Electric vehicle | 6 of 8 funds 0.7% of all theme outflows | −$20.9m | 0.00% of $0.2bn | ▲ 2 |
| 19 | Agriculture | 4 of 6 funds 0.3% of all theme outflows | −$10.9m | −1.8% of $0.5bn | same |
| 20 | Water | 5 of 6 funds 0.2% of all theme outflows | −$7.5m | −0.12% of $5bn | ▲ 1 |
| 21 | Energy security and critical technology | 2 of 5 funds 0.2% of all theme outflows | −$7.4m | 0.00% of $0.6bn | ▲ 1 |
| 22 | Fintech and digital payments | 3 of 6 funds 0.1% of all theme outflows | −$4.2m | 0.00% of $0.2bn | ▲ 1 |
| 23 | Stablecoins and tokenisation | 3 of 5 funds 0.1% of all theme outflows | −$3.3m | −2.6% of $126m | · |
| 24 | Gaming and esports | 6 of 8 funds 0.0% of all theme outflows | −$827k | 0.00% of $0.1bn | ▲ 1 |
| 25 | Innovation | 9 of 30 funds 0.0% of all theme outflows | −$622k | −0.01% of $6bn | · |
| 26 | Photonics and optics | 1 of 3 funds 0.0% of all theme outflows | −$273k | −0.22% of $122m | same |

Computed by ETFIQ from issuer daily share counts × prior-day NAV.

### 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.

| # | Theme | Funds counted | Net flow | Share of assets | Rank change |
| --- | --- | --- | --- | --- | --- |
| 1 | Semiconductor | 9 of 11 funds 84.8% of all theme inflows | +$10.3bn | 7.9% of $0.1tn | same |
| 2 | Gold miners | 5 of 10 funds 4.7% of all theme inflows | +$565m | 1.5% of $0.04tn | same |
| 3 | Internet | 8 of 13 funds 3.4% of all theme inflows | +$411m | 3.8% of $10.8bn | same |
| 4 | Natural resources | 4 of 12 funds 2.5% of all theme inflows | +$305m | 4.3% of $7bn | same |
| 5 | Biotech | 7 of 10 funds 1.8% of all theme inflows | +$212m | 0.85% of $0.03tn | · |
| 6 | Clean energy | 12 of 16 funds 1.4% of all theme inflows | +$165m | 3.4% of $5bn | ▼ 1 |
| 7 | Therapeutics and medical devices | 3 of 5 funds 0.6% of all theme inflows | +$77.7m | 2.2% of $3.6bn | same |
| 8 | Genomics | 2 of 4 funds 0.3% of all theme inflows | +$39.0m | 9.2% of $424m | ▼ 2 |
| 9 | Cybersecurity | 5 of 7 funds 0.2% of all theme inflows | +$27.3m | 0.10% of $26.3bn | ▼ 1 |
| 10 | Travel and leisure | 2 of 3 funds 0.2% of all theme inflows | +$21.0m | 5.8% of $364m | ▲ 1 |
| 11 | AI lab | 5 of 6 funds 0.1% of all theme inflows | +$15.8m | · | ▼ 2 |
| 12 | AI infrastructure | 1 of 12 funds 0.1% of all theme inflows | +$5.9m | 4.6% of $128m | ▼ 2 |
| 13 | Healthcare innovation | 5 of 7 funds 0.0% of all theme inflows | +$3.7m | 3.2% of $115m | ▼ 1 |
| 14 | Rare earth | 4 of 7 funds 0.0% of all theme inflows | +$1.1m | 7.3% of $104m | same |
| 15 | Energy transition and decarbonisation | 5 of 9 funds 0.0% of all theme inflows | +$865k | 0.11% of $0.8bn | same |

Computed by ETFIQ from issuer daily share counts × prior-day NAV.

### 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.

| # | Theme | Funds counted | Net flow | Share of assets | Rank change |
| --- | --- | --- | --- | --- | --- |
| 1 | Memory and storage | 1 of 5 funds 28.4% of all theme outflows | −$1.8bn | −7.7% of $23.6bn | same |
| 2 | Defense | 8 of 22 funds 18.3% of all theme outflows | −$1.2bn | −3.3% of $35.6bn | same |
| 3 | Cloud computing | 4 of 8 funds 8.7% of all theme outflows | −$556m | −2.8% of $19.6bn | same |
| 4 | Copper | 3 of 6 funds 5.0% of all theme outflows | −$323m | −4.1% of $8bn | ▲ 1 |
| 5 | Reshoring and manufacturing | 2 of 8 funds 5.0% of all theme outflows | −$317m | −3.5% of $9.1bn | ▼ 1 |
| 6 | Miners and metals | 3 of 6 funds 4.9% of all theme outflows | −$316m | −4.6% of $7bn | same |
| 7 | Infrastructure | 10 of 18 funds 4.2% of all theme outflows | −$271m | −0.92% of $29.3bn | ▲ 1 |
| 8 | AI | 14 of 36 funds 3.9% of all theme outflows | −$248m | −0.67% of $0.04tn | ▼ 1 |
| 9 | Blockchain and crypto | 8 of 14 funds 3.3% of all theme outflows | −$214m | −9.0% of $2bn | same |
| 10 | Digital infrastructure | 6 of 9 funds 3.2% of all theme outflows | −$208m | −5.7% of $4bn | same |
| 11 | Lithium | 4 of 5 funds 3.0% of all theme outflows | −$191m | −12.0% of $2bn | same |
| 12 | Agriculture | 5 of 6 funds 3.0% of all theme outflows | −$190m | −10.6% of $2bn | same |
| 13 | Electric vehicle | 6 of 8 funds 2.4% of all theme outflows | −$152m | −21.1% of $719m | ▲ 1 |
| 14 | Uranium and nuclear | 4 of 10 funds 2.1% of all theme outflows | −$135m | −1.5% of $9bn | ▼ 1 |
| 15 | Electrification | 5 of 12 funds 1.1% of all theme outflows | −$73.4m | −0.56% of $13.2bn | ▲ 1 |
| 16 | Silver miners | 3 of 4 funds 0.9% of all theme outflows | −$55.9m | −0.63% of $8.8bn | ▲ 1 |
| 17 | Photonics and optics | 1 of 3 funds 0.7% of all theme outflows | −$46.7m | −18.7% of $250m | ▲ 1 |
| 18 | Robotics | 3 of 11 funds 0.7% of all theme outflows | −$43.7m | −1.3% of $3bn | ▲ 1 |
| 19 | Water | 5 of 6 funds 0.3% of all theme outflows | −$19.3m | −0.39% of $5.0bn | ▲ 1 |
| 20 | Energy security and critical technology | 2 of 5 funds 0.2% of all theme outflows | −$12.2m | −1.4% of $900m | ▲ 1 |
| 21 | Stablecoins and tokenisation | 4 of 5 funds 0.2% of all theme outflows | −$10.5m | −5.3% of $0.2bn | ▲ 3 |
| 22 | Fintech and digital payments | 3 of 6 funds 0.1% of all theme outflows | −$9.2m | −2.9% of $0.3bn | same |
| 23 | Gaming and esports | 7 of 8 funds 0.1% of all theme outflows | −$7.5m | −1.6% of $0.5bn | same |
| 24 | Metaverse and immersive tech | 2 of 3 funds 0.1% of all theme outflows | −$7.0m | −2.9% of $241m | ▲ 1 |
| 25 | Timber and forestry | 2 of 2 funds 0.1% of all theme outflows | −$4.0m | −1.4% of $285m | ▲ 1 |
| 26 | Innovation | 8 of 30 funds 0.1% of all theme outflows | −$3.1m | −0.05% of $5.9bn | · |
| 27 | Pets | 1 of 1 fund 0.0% of all theme outflows | −$1.3m | · | same |
| 28 | Space | 5 of 10 funds 0.0% of all theme outflows | −$659k | −0.50% of $0.1bn | same |

Computed by ETFIQ from issuer daily share counts × prior-day NAV.

### 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.

| # | Theme | Funds counted | Net flow | Share of assets | Rank change |
| --- | --- | --- | --- | --- | --- |
| 1 | Semiconductor | 2 of 11 funds 80.7% of all theme inflows | +$4.2bn | 8.1% of $0.05tn | ▲ 2 |
| 2 | Natural resources | 3 of 12 funds 6.2% of all theme inflows | +$322m | 4.9% of $7bn | ▼ 1 |
| 3 | AI | 2 of 36 funds 5.0% of all theme inflows | +$260m | 1.4% of $0.02tn | ▼ 1 |
| 4 | Therapeutics and medical devices | 2 of 5 funds 3.3% of all theme inflows | +$168m | 4.9% of $3bn | same |
| 5 | Biotech | 2 of 10 funds 3.0% of all theme inflows | +$158m | 0.73% of $0.02tn | · |
| 6 | Genomics | 1 of 4 funds 1.1% of all theme inflows | +$54.5m | 18.2% of $0.3bn | same |
| 7 | Infrastructure | 5 of 18 funds 0.4% of all theme inflows | +$19.8m | 0.13% of $0.01tn | ▼ 2 |
| 8 | Cybersecurity | 1 of 7 funds 0.2% of all theme inflows | +$9.3m | 0.80% of $1bn | ▼ 1 |
| 9 | Electrification | 1 of 12 funds 0.1% of all theme inflows | +$7.5m | 1.8% of $0.4bn | ▼ 1 |
| 10 | Gold miners | 1 of 10 funds 0.0% of all theme inflows | +$389k | 0.02% of $2bn | ▼ 1 |

Computed by ETFIQ from issuer daily share counts × prior-day NAV.

### 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.

| # | Theme | Funds counted | Net flow | Share of assets | Rank change |
| --- | --- | --- | --- | --- | --- |
| 1 | Defense | 3 of 22 funds 44.9% of all theme outflows | −$721m | −3.4% of $0.02tn | same |
| 2 | Miners and metals | 2 of 6 funds 18.4% of all theme outflows | −$294m | −4.5% of $6bn | ▲ 1 |
| 3 | Cloud computing | 2 of 8 funds 14.5% of all theme outflows | −$233m | −1.6% of $0.01tn | ▼ 1 |
| 4 | Electric vehicle | 2 of 8 funds 8.0% of all theme outflows | −$128m | −46.3% of $0.3bn | ▲ 1 |
| 5 | Digital infrastructure | 1 of 9 funds 7.9% of all theme outflows | −$126m | −24.7% of $0.5bn | ▲ 1 |
| 6 | Clean energy | 2 of 16 funds 2.7% of all theme outflows | −$43.4m | −1.8% of $2bn | ▲ 1 |
| 7 | Silver miners | 1 of 4 funds 1.2% of all theme outflows | −$19.6m | −2.2% of $0.9bn | ▲ 1 |
| 8 | Copper | 1 of 6 funds 1.0% of all theme outflows | −$16.7m | −3.6% of $0.5bn | ▲ 1 |
| 9 | Innovation | 2 of 30 funds 0.4% of all theme outflows | −$5.8m | −0.14% of $4bn | ▲ 1 |
| 10 | Energy security and critical technology | 1 of 5 funds 0.3% of all theme outflows | −$5.3m | −0.74% of $0.7bn | ▲ 1 |
| 11 | Timber and forestry | 1 of 2 funds 0.3% of all theme outflows | −$4.0m | −1.5% of $0.3bn | ▲ 1 |
| 12 | Rare earth | 1 of 7 funds 0.2% of all theme outflows | −$3.2m | · | ▲ 1 |
| 13 | Reshoring and manufacturing | 1 of 8 funds 0.2% of all theme outflows | −$3.1m | · | ▲ 1 |

Computed by ETFIQ from issuer daily share counts × prior-day NAV.

### 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.

| # | Theme | Funds counted | Net flow | Share of assets | Rank change |
| --- | --- | --- | --- | --- | --- |
| 1 | Semiconductor | 2 of 11 funds round trip of −$32.6m left aside 48.3% of all theme inflows | +$17.4bn | 91.0% of $0.02tn | same |
| 2 | Cloud computing | 2 of 8 funds round trip of −$42.1m left aside 11.7% of all theme inflows | +$4.2bn | 50.4% of $8bn | same |
| 3 | Defense | 3 of 22 funds round trip of +$10.6m left aside 10.1% of all theme inflows | +$3.7bn | 20.8% of $0.02tn | same |
| 4 | AI | 2 of 36 funds 8.9% of all theme inflows | +$3.2bn | 32.0% of $0.01tn | same |
| 5 | Infrastructure | 5 of 18 funds round trip of +$16.0m left aside 6.0% of all theme inflows | +$2.2bn | 16.9% of $0.01tn | same |
| 6 | Miners and metals | 2 of 6 funds 4.6% of all theme inflows | +$1.6bn | 35.7% of $5bn | same |
| 7 | Biotech | 2 of 10 funds 3.6% of all theme inflows | +$1.3bn | 8.1% of $0.02tn | same |
| 8 | Natural resources | 3 of 12 funds 1.8% of all theme inflows | +$663m | 17.7% of $4bn | same |
| 9 | Electrification | 1 of 12 funds 1.1% of all theme inflows | +$397m | · | same |
| 10 | Clean energy | 2 of 16 funds 0.9% of all theme inflows | +$316m | 15.2% of $2bn | same |
| 11 | Therapeutics and medical devices | 2 of 5 funds 0.7% of all theme inflows | +$259m | 6.4% of $4bn | ▲ 2 |
| 12 | Copper | 1 of 6 funds 0.7% of all theme inflows | +$235m | · | ▼ 1 |
| 13 | Digital infrastructure | 1 of 9 funds 0.6% of all theme inflows | +$221m | · | ▼ 1 |
| 14 | Genomics | 1 of 4 funds 0.3% of all theme inflows | +$128m | 97.7% of $0.1bn | same |
| 15 | Agriculture | 1 of 6 funds 0.2% of all theme inflows | +$70.4m | · | same |
| 16 | Timber and forestry | 1 of 2 funds 0.1% of all theme inflows | +$42.0m | 18.0% of $0.2bn | same |
| 17 | Silver miners | 1 of 4 funds 0.1% of all theme inflows | +$38.1m | 4.5% of $0.8bn | same |
| 18 | Cybersecurity | 1 of 7 funds 0.1% of all theme inflows | +$32.3m | 3.9% of $0.8bn | same |
| 19 | Reshoring and manufacturing | 1 of 8 funds 0.1% of all theme inflows | +$25.1m | · | same |
| 20 | Rare earth | 1 of 7 funds 0.1% of all theme inflows | +$18.7m | · | same |
| 21 | Healthcare innovation | 1 of 7 funds 0.0% of all theme inflows | +$5.0m | · | same |
| 22 | Lithium | 1 of 5 funds 0.0% of all theme inflows | +$1.6m | · | same |

Computed by ETFIQ from issuer daily share counts × prior-day NAV.

### 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.

| # | Theme | Funds counted | Net flow | Share of assets | Rank change |
| --- | --- | --- | --- | --- | --- |
| 1 | Gold miners | 1 of 10 funds 53.4% of all theme outflows | −$638m | −21.9% of $3bn | same |
| 2 | Energy security and critical technology | 1 of 5 funds 25.3% of all theme outflows | −$302m | −32.0% of $0.9bn | same |
| 3 | Innovation | 2 of 30 funds 20.2% of all theme outflows | −$242m | −6.6% of $4bn | same |
| 4 | Electric vehicle | 2 of 8 funds 0.6% of all theme outflows | −$7.1m | −3.9% of $0.2bn | same |
| 5 | Blockchain and crypto | 1 of 14 funds 0.5% of all theme outflows | −$6.3m | · | same |

Computed by ETFIQ from issuer daily share counts × prior-day NAV.

### Other flow rankings

### Sources

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

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, ETF Flows by Theme, data as of Nov 10, 2026. https://etfiq.com/flows/themes/
Licence: https://etfiq.com/license/ Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
HTML: https://etfiq.com/flows/themes/