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ETF flows rumbling along

State Street Investment Management's February 2026 flows report counts $165 billion of ETF inflows in January, with non-US equity ETFs taking a record $60 billion.

FlowsBonds· Web page

What it says

Figures as stated by State Street Investment Management, Feb 3, 2026
  • State Street Investment Management says non-US equity ETFs took 58% of January equity ETF inflows, against a roughly 20% share of equity ETF assets.State Street
  • Emerging market equity ETFs gathered a record $20.5 billion in January, according to State Street Investment Management.State Street
  • State Street Investment Management reports record bond ETF inflows of $56 billion in January, split almost evenly between low-cost core funds and active strategies.State Street
  • Sector ETFs drew a record $18.5 billion in January, edging past the $17.8 billion high from November 2016, State Street Investment Management says.State Street
  • Materials ETFs led January sector inflows at $7 billion, followed by energy, State Street Investment Management notes.State Street

The ETFIQ take

ETFIQ data to Oct 20, 2026 · the 746 of 4,807 ETFs ETFIQ covers with a daily figure, Sep 21, 2026 to Oct 20, 2026

State Street Investment Management reports $165 billion of ETF inflows in January, including a record $60 billion into non-US equity ETFs. From Sep 21, 2026 to Oct 20, 2026, the ETFs ETFIQ can count had a net flow of +$127.9bn, with +$90.1bn for stock ETFs and +$35.7bn for bond ETFs.

Paper: ETF flows by category, January 2026. ETFIQ: the 746 of 4,807 ETFs ETFIQ covers with a daily figure, Sep 21, 2026 to Oct 20, 2026. Net flow is the change in shares outstanding times the day’s NAV, summed over the days in the window, for the funds with a daily figure. The two sets and windows differ; the figures are stated, not reconciled.MethodData

Questions people ask

What does the State Street Investment Management paper conclude?

State Street Investment Management's February 2026 flows report counts $165 billion of ETF inflows in January, with non-US equity ETFs taking a record $60 billion. The paper’s own words are at the link above.

What does ETFIQ’s data show on the same question?

From Sep 21, 2026 to Oct 20, 2026, the ETFs ETFIQ can count had a net flow of +$127.9bn, with +$90.1bn for stock ETFs and +$35.7bn for bond ETFs. ETFIQ states both figures and does not reconcile them.

What is an ETF’s net flow?

The change in its shares outstanding times its net asset value, summed over the days of a window: money in less money out. More on this →

Where can I read “ETF flows rumbling along”?

On State Street Investment Management’s own site. ETFIQ summarizes the paper and does not host it. State Street Investment Management’s page ↗
Cite this pageCitation, APA and Markdown

ETFIQ, ETF flows rumbling along (State Street Investment Management), summary and ETFIQ take, as of Oct 21, 2026. https://etfiq.com/research/library/state-street-etf-flows-rumbling-along/

Open data →

Summary by ETFIQ. ETFIQ is not affiliated with State Street Investment Management; logos identify the source.