Here’s a recap of European ETF action between September 21 and September 25, from our data partners, Trackinsight, highlighting how capital moved and performance varied across asset classes, regions, and themes.
According to data by Trackinsight, European-listed ETFs and ETPs recorded net inflows across most major asset classes.
Equity products led with €2.83 billion, followed by fixed income with €940.2 million and commodities with €363.1 million.
Cryptocurrency products attracted €92.2 million, while multi-asset ETFs recorded €67.9 million in outflows.
Consumer Discretionary Leads Sector Flows as Technology Tops Performance
Consumer Discretionary ETFs attracted the largest sector inflow at €427.6 million, with Health Care gathering €306.4 million and Information Technology adding €275.7 million.
Financials stood out on the other side with €1.03 billion in outflows, while Utilities lost €137.1 million.
Performance was led by Information Technology, which gained 4.57%, while Communication Services advanced 1.97% and Health Care rose 1.73%. Utilities recorded the weakest performance at -1.51%.
World and Developed Markets Lead Flows While South Korea Tops Performance
World equity ETFs attracted €1.76 billion, while Developed Markets gathered €1.43 billion and Switzerland added €292.1 million. U.S.-focused products moved in the opposite direction, recording the largest geographic outflow at €280.5 million, followed by Europe at €257.7 million and Taiwan at €226.1 million. Despite those outflows, South Korea led geographic performance with a 5.80% gain, while Taiwan advanced 3.19%. Romania sat at the bottom of the performance rankings with a 4.42% decline.
Cybersecurity Leads Thematic Flows as Cryptocurrency Tops Performance
Cybersecurity attracted €143.1 million, followed by Europe Defense at €100.8 million and Cryptocurrency at €100.5 million. Electrification also recorded €76.6 million of inflows. China Disruptive Technology saw the largest thematic outflow at €81.7 million, while Net Zero 2050 lost €70.4 million. On performance, Cryptocurrency led with a 6.50% gain, followed by BioTech & Genomics at 5.33% and Robotics & Automation at 4.74%. Solar Energy was the weakest theme at -3.38%.
Corporate Investment Grade Leads Fixed Income Inflows
Corporate Investment Grade ETFs accounted for the largest fixed income inflow at €675.4 million, followed by Government Investment Grade at €276.5 million and Government Aggregate products at €123.6 million. Government High Yield recorded the largest highlighted outflow at €101.4 million, while Corporate High Yield lost €23.1 million.
Gold Dominates Commodity ETP Flows
Gold accounted for the largest commodity movement, attracting €567.6 million. Flows elsewhere were considerably smaller, while Multi Commodities recorded €45.8 million in outflows, followed by Crude Oil at €36.1 million and Silver at €23.3 million.
Bitcoin Leads Cryptocurrency ETP Inflows
Bitcoin attracted €65.2 million, followed by Solana at €13.1 million and Ether at €7.0 million. Avalanche gathered €5.3 million and XRP €3.9 million. Uniswap recorded the largest cryptocurrency outflow at €8.8 million.
Top 10 ETF Issuers of the Week by Net Inflows
- Amundi: €981.5 million
- Vanguard: €896.4 million
- Invesco: €639.6 million
- UBS: €325.7 million
- Xtrackers by DWS: €305.7 million
- J.P. Morgan Asset Management: €265.4 million
- VanEck: €207.2 million
- First Trust: €139.0 million
- Global X: €117.6 million
- Fideuram Asset Management: €103.3 million
Top 10 Most Popular ETFs / ETPs of the Week by Net Inflows
- Vanguard FTSE All-World UCITS ETF Accumulating – USD (VWCE): €439.9 million
- Amundi S&P World Consumer Discretionary Screened UCITS ETF Acc – EUR (WELJ): €434.1 million
- Xtrackers S&P 500 Swap II UCITS ETF 1C – USD (X500): €426.6 million
- Vanguard FTSE Global All-Cap UCITS ETF – Acc – USD (VALL): €320.5 million
- iShares Physical Gold ETC – USD (IGLN): €315.6 million
- Invesco MSCI World UCITS ETF Acc – USD (SC0J): €304.8 million
- JPMorgan ETFs (Ireland) ICAV – US Research Enhanced Index Equity Active UCITS ETF (acc) – USD (JREU): €207.4 million
- Amundi Core S&P 500 Swap UCITS ETF Acc – USD (SP5L): €167.8 million
- iShares US Equity Enhanced Active UCITS ETF (Acc) – USD (USEE): €155.0 million
- Invesco EQQQ Nasdaq-100 UCITS ETF Dist – USD (EQQQ): €147.2 million
