Investor Flows – Consumer Cyclical’s Cycle To The Top

  • Of the 16 ETF categories charted below, 14 categories had net inflows for the week that ended on 7/2/2026.
  • The three ETF categories with the largest inflows for the week that ended on 7/2/2026 were Consumer Cyclical Sector ETFs at $5.35 billionInv Grade ETFs at $3.31 billion, and Global ETFs at $3.21 billion. 
  • The ETF category with the largest outflow for the week that ended on 7/2/2026 was U.S. Small-cap ETFs at $1.98 billion in outflows.

  • Below, we highlight the three ETF categories with the largest inflows and the ETFs within those categories for the week of 6/29/2026 to 7/2/2026.

  • Long Term (>10 yr) bond ETFs had outflows of $0.29 billion over the last month, and Short Term (1-3 yr) bond ETFs had inflows of $0.64 billion.

  • Turning to inflation-friendly ETFs, aggregate flows (black line in chart below) were negative for the week ended 7/2/2026, with $0.15 billion of outflows. Industrial ETFs had the largest inflows for the week at $0.77 billion.

  • Corporate bond ETF flows were positive for the week ended 7/2/2026, with High-Yield ETFs gaining $0.40 billion and Investment-Grade ETFs gaining $4.01 billion. 

  • The amount invested in Money-Market Mutual Funds (MMMFs) increased to $7.948 trillion in total assets on 7/1/2026.



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