5 ETFs That Experienced Significant Inflows Last Week During the S&P 500’s Record Surge

July 29, 2025

ETF Capital Inflows and Market Trends

In the past week, exchange-traded funds (ETFs) in various categories attracted a total of $34.1 billion in capital. There was quite a broad range of interests from investors. Leading the pack, U.S. equity ETFs saw an impressive influx of $11.9 billion, while international equity ETFs secured $8 billion. Additionally, U.S. bond ETFs recorded inflows of $7.7 billion.

The Vanguard S&P 500 ETF (VOO), Vanguard Total International Stock ETF (VXUS), SPDR Gold Trust ETF (GLD), SPDR S&P 500 ETF Trust (SPY), and BlackRock U.S. Equity Factor Rotation ETF (DYNF) were the top performers in terms of asset creation last week.

Last week, Wall Street experienced a notable upward trend, culminating in the S&P 500 achieving its fifth consecutive record close. This rally is largely fueled by solid corporate earnings, strong economic data, and a growing sense of optimism that trade tensions might ease. The ongoing excitement around AI technology, the hopes for a potential rate reduction from the Fed, and a surge in retail investor activity have also played significant roles.

Progress in U.S. trade negotiations, especially with Japan and the European Union, has helped boost investor confidence. The second-quarter earnings season has kicked off robustly, with many companies outperforming consensus estimates. So far, the 117 S&P 500 companies that have reported second-quarter results showed an 8.3% increase in total revenue compared to last year, with an average revenue growth of 5.3%. Notably, about 87.2% of these firms exceeded earnings per share estimates, while 80.3% surpassed revenue estimates, indicating substantial beats above historical averages for this group of companies.

Investor sentiment has also improved, with increasing hope that the Fed might start cutting interest rates by the end of 2025.

Overview of Key ETFs

Vanguard S&P 500 ETF (VOO)

The Vanguard S&P 500 ETF has emerged as the top asset creator, attracting $2.4 billion. It tracks the S&P 500 index and comprises 505 stocks, where each stock holds at least 7.3% of the total assets. The ETF is particularly weighted in the information technology sector, though it also allocates significant portions to financial and consumer discretionary stocks. With an annual fee of 3 basis points, it has assets under management (AUM) of $711.7 billion and trades an average of 6 million shares daily. VOO carries a Zacks ETF rank of #1, indicating a strong buy, with a moderate risk outlook.

Vanguard Total International Stock ETF (VXUS)

Last week, Vanguard Total International Stock ETF also saw a significant $1.5 billion inflow. This ETF aims to provide exposure to companies in developed and emerging markets, excluding the U.S., holding a diverse basket of 8,561 stocks. Major holdings span financial, industrial, technology, and consumer discretionary sectors, following the FTSE Global All Cap ex US Index. Japan, the UK, and China represent the top three countries in its investment portfolio. VXUS has an AUM of $100.4 billion, charges 5 basis points annually, and averages about 4 million shares traded daily.

SPDR Gold Trust ETF (GLD)

The SPDR Gold Trust ETF has managed to raise $1.5 billion and tracks the price of gold bullion, accurately priced in U.S. dollars and held in London under HSBC Bank’s custody. As one of the leading gold ETFs, it boasts an AUM of approximately $100 billion, trading around 9 million shares daily. The annual fee for GLD is 40 basis points, and it holds a Zacks ETF rank of #3, indicating a hold rating with a moderate risk outlook.

SPDR S&P 500 ETF Trust (SPY)

This ETF has seen a capital withdrawal of $1.4 billion, closely tracking the S&P 500 index and holding 503 shares, each accounting for less than 7.8% of the total portfolio. The SPY is heavily weighted in the information technology sector, commanding a 33.5% share, while finance and consumer sectors also reflect significant double-digit allocations. The annual fee stands at 9 basis points, with an AUM of $655.9 billion and a Zacks ETF rank of #2, classified as a buy with a moderate risk outlook.

BlackRock US Equity Factor Rotation ETF (DYNF)

Last but not least, the BlackRock US Equity Factor Rotation ETF has gathered $1.4 billion in assets. This actively managed ETF aims to outperform the U.S. large-cap and mid-cap stock markets by offering diversified, tactical exposure to various investment style factors through rotation models. It holds 116 stocks, focusing on key sectors like information technology, finance, and communications. With an AUM of $21.3 billion, DYNF charges an annual fee of 27 basis points, trading an average of 2 million shares daily.