# ETF flows rumbling along

> State Street Investment Management’s paper “ETF flows rumbling along”, summarized by ETFIQ with its own data beside it. Summary by ETFIQ.

Data as of Oct 21, 2026. Rebuilt every trading night.

Published Feb 3, 2026 by State Street Investment Management. Summary by ETFIQ as of Oct 21, 2026.

## 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.

State Street Investment Management · Issuer · Read the full paper at State Street Investment Management ↗

### 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.

+$127.9bn net flow, Sep 21, 2026 to Oct 20, 2026, summed over the 746 of 4,807 ETFs ETFIQ covers with a daily figure , Oct 20, 2026. ETFIQ

+$461.8bn net flow, Jan 2, 2026 to Oct 20, 2026, summed over the 713 of 4,807 ETFs ETFIQ covers with a daily figure , Oct 20, 2026. ETFIQ

+$90.1bn net flow into stock ETFs, Sep 21, 2026 to Oct 20, 2026, over the 322 of 1,739 with a daily figure , Oct 20, 2026. ETFIQ

+$35.7bn net flow into bond ETFs, Sep 21, 2026 to Oct 20, 2026, over the 204 of 833 with a daily figure , Oct 20, 2026. ETFIQ

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. Method Data

### Related ETFs

The largest ETFs ETFIQ covers, by net assets

- VOO Vanguard S&P 500 ETF: +16.5%

- IVV iShares Core S&P 500 ETF: +16.5%

- SPY SPDR S&P 500 ETF Trust: +16.4%

- VTI Vanguard Morningstar Total Stock Market ETF: +15.9%

- QQQ Invesco QQQ Trust, Series 1: +19.2%

- VUG Vanguard Morningstar Growth ETF: +11.2%

Figure: total return, 1 year, to Oct 21, 2026, from each fund’s page. All 4,807 ETFs in the screener →

### Related papers

Investment Company Institute · Industry body · Oct 20, 2026 · ETFIQ take

#### Release: Estimated ETF Net Issuance

In an October 2026 release, the Investment Company Institute estimated net ETF issuance of $53.26 billion for the week to October 14, 2026.

Flows Bonds Read the paper ↗

J.P. Morgan Asset Management · Issuer · Oct 15, 2026 · ETFIQ take

#### Guide to ETFs

J.P. Morgan Asset Management's October 2026 Guide to ETFs counts 5,677 U.S. ETFs holding $16.3 Tn, with data through September 30, 2026.

Flows Bonds Read the paper ↗

First Trust · Issuer · Oct 7, 2026 · ETFIQ take

#### ETF Data Watch

First Trust's October 2026 flows monitor shows US-listed ETFs took in $139.9 billion of net inflows in September, lifting total assets to $15.9 trillion.

Flows Bonds Income Read the paper ↗

All 16 papers on flows →

### 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. 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.

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: 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/
Licence: https://etfiq.com/license/ Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
HTML: https://etfiq.com/research/library/state-street-etf-flows-rumbling-along/
