🏦 ETF — net positive but barely
July's ETF story is a tale of two halves. The month started with 8 more consecutive days of outflows — extending June's historic bleeding. Then the tide turned. The 7-day inflow streak in the third week — totalling +$981M — was the longest and largest of 2026. Institutions came back with real conviction for the first time in months. But the first two weeks of outflows ate into those gains, leaving the month at a net +$205M. Marginal — but the first positive monthly flow since April. 💰
✅ Monthly net inflows: +$205M — first positive month since April
✅ Best single week: +$981M over 7 consecutive days
✅ BlackRock IBIT: +$163.9M in one session — institutional conviction
⚠️ YTD cumulative still deeply negative — long road to recover
#etf #dyor
July's ETF story is a tale of two halves. The month started with 8 more consecutive days of outflows — extending June's historic bleeding. Then the tide turned. The 7-day inflow streak in the third week — totalling +$981M — was the longest and largest of 2026. Institutions came back with real conviction for the first time in months. But the first two weeks of outflows ate into those gains, leaving the month at a net +$205M. Marginal — but the first positive monthly flow since April. 💰
✅ Monthly net inflows: +$205M — first positive month since April
✅ Best single week: +$981M over 7 consecutive days
✅ BlackRock IBIT: +$163.9M in one session — institutional conviction
⚠️ YTD cumulative still deeply negative — long road to recover
#etf #dyor