This is a positioning/flows-driven market move (inflows to QQQ and outflows from semis) that can affect near-term sentiment and relative performance, especially for Nasdaq/tech exposure.
Semiconductor ETFs See Profit-Taking as Investors Pile Into QQQ Sumit Roy Mon, August 10, 2026 at 11:16 PM GMT+2 4 min read QQQ ^GSPC ETF Investing Tools Investors poured $37 billion into US-listed ETFs during the week ending Aug. 7, lifting year-to-date inflows past $1. 25 trillion.
The buying came as the US stock market notched fresh record highs, extending its gain for the year to 14%. Bonds were largely flat, and the Vanguard Total Bond Market ETF (BND) remains down fractionally in 2026. By category, US equity ETFs led with $12.
5 billion in inflows, closely followed by US fixed income ETFs at $12. 1 billion. International equity funds took in $5.
1 billion and international fixed income funds added $3 billion. Commodity ETFs pulled in $2 billion, while leveraged ETFs bucked the trend, shedding $1. 1 billion.
At the individual fund level, the biggest winner was the Invesco QQQ Trust (QQQ) , with $10. 2 billion in inflows. The tech-heavy fund has outrun the S&P 500 this year, rising 18%, but it remains off about 3% from its highs.
Some investors may have used the recent pullback to add to positions. The Vanguard S&P 500 ETF (VOO) and the iShares Core S&P 500 ETF (IVV) followed, with $8. 7 billion and $3.
7 billion of inflows respectively. The SPDR Gold Shares (GLD) and the Industrial Select Sector SPDR Fund (XLI) also cracked the top 10, taking in $1. 4 billion and $941 million.
Profit Taking In Chip ETFs On the other side of the ledger, investors appeared to take profits in semiconductor funds. The iShares Semiconductor ETF (SOXX) shed $3. 7 billion and the VanEck Semiconductor ETF (SMH) lost $1.
8 billion. Both remain up sharply on the year, 77% and 59% respectively, but the ride has been anything but smooth. The funds surged through the second quarter, sold off hard in the third, and have more recently bounced off their lows.
The latest outflows suggest ETF investors are booking gains after that rebound. Other notable outflows included the iShares 20+ Year Treasury Bond ETF (TLT) , which lost $1. 3 billion, the Global X Artificial Intelligence & Technology ETF (AIQ) , down $755 million, and the Global X U.
S. Infrastructure Development ETF (PAVE) , which shed $727 million. Top 10 Creations (All ETFs) Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change< QQQ Invesco QQQ Trust Series I 10,175.
26 480,677. 79 2. 12 VOO Vanguard S&P 500 ETF 8,725.
90 1,031,969. 96 0. 85 IVV iShares Core S&P 500 ETF 3,687.
67 898,562. 70 0. 41 SGOV iShares 0-3 Month Treasury Bond ETF 1,981.
11 101,668. 69 1. 95 SPYM SPDR Portfolio S&P 500 ETF 1,861.
25 168,217. 60 1. 11 DIA SPDR Dow Jones Industrial Average ETF Trust 1,658.
10 48,080. 23 3. 45 GLD SPDR Gold Shares 1,440.
44 139,612. 47 1. 03 QQQM Invesco NASDAQ 100 ETF 1,047.
35 101,935. 46 1. 03 VTI Vanguard Total Stock Market ETF 998.
06 685,963. 71 0. 15 XLI Industrial Select Sector SPDR Fund 940.
87 34,744. 53 2. 71 Story Continues Top 10 Redemptions (All ETFs) Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SPY SPDR S&P 500 ETF Trust -15,228.
60 803,308. 44 -1. 90 SOXX iShares Semiconductor ETF -3,695.
47 43,477. 03 -8. 50 SMH VanEck Semiconductor ETF -1,802.
37 70,214. 98 -2. 57 SDY SPDR S&P Dividend ETF -1,774.
75 21,957. 61 -8. 08 TLT iShares 20+ Year Treasury Bond ETF -1,289.
28 40,407. 37 -3. 19 IWM iShares Russell 2000 ETF -1,285.
97 80,721. 55 -1. 59 SPYD SPDR Portfolio S&P 500 High Dividend ETF -1,043.
98 7,650. 81 -13. 65 AIQ Global X Artificial Intelligence & Technology ETF -754.
84 9,969. 05 -7. 57 PAVE Global X U.
S. Infrastructure Development ETF -727. 43 14,302.
77 -5. 09 VO Vanguard Mid-Cap ETF -703. 56 107,494.
40 -0. 65 ETF Weekly Flows By Asset Class Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 1,016. 64 148,983.
26 0. 68% Asset Allocation 950. 69 44,317.
99 2. 15% Commodities E T Fs 2,046. 13 327,834.
71 0. 62% Currency 755. 88 99,075.
97 0. 76% International Equity 5,147. 95 2,914,306.
36 0. 18% International Fixed Income 3,002. 75 449,551.
10 0. 67% Inverse 617. 44 12,869.
73 4. 80% Leveraged -1,114. 58 181,695.
53 -0. 61% Us Equity 12,496. 06 9,829,056.
75 0. 13% Us Fixed Income 12,130. 34 2,165,740.
53 0. 56% Total: 37,049. 29 16,173,431.
93 0. 23% Disclaimer: All data as of 6 a. m.
Eastern time the date the article is published. Data is believed to be accurate; however, transient market data is often subject to subsequent revision and correction by the exchanges. Permalink | © Copyright 2026 etf.
com.
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