ETF Inflows Top $41B as Investors Pile Into Brazil, Long Bonds Sumit Roy Mon, October 12, 2026 at 5:00 PM EDT ^GSPC -0.06% ^NDX -0.71% EWZ 0.00% DRAM -4.32% SMH -2.05% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Investors added $41.6 billion to US-listed ETFs during the week ending Friday, Oct. 9. That brought year-to-date inflows to just shy of $1.6 trillion, putting ETFs on pace for $2 trillion by the end of the year.
US fixed income ETFs led last week with $18.3 billion of inflows, followed by US equity ETFs with $14.2 billion. International equity ETFs took in $4.8 billion, while currency ETFs shed $938 million.
The S&P 500 rallied more than 1% last week and hit a fresh record high on Tuesday. The Nasdaq 100 also notched an all-time high on Tuesday but ended the week only fractionally higher.
Bonds rallied slightly, with the yield on the 10-year Treasury edging down a few basis points—but it remains close to its highest level in almost two decades, at 5.25%.
Among individual ETFs, a big standout was the iShares MSCI Brazil ETF (EWZ), which picked up $2.3 billion.
The ETF rocketed higher after Flávio Bolsonaro, the eldest son of former President Jair Bolsonaro, came out ahead in Brazil's first-round presidential vote on Oct. 4. He took about 47% of the vote to roughly 45% for incumbent Luiz Inácio Lula da Silva, beating the final polls by a wide margin.
Polls had shown Lula ahead going into the vote, so the result caught markets off guard. After the vote, investors priced in a higher chance of a change in government, and with it, tighter fiscal policy. EWZ is now up 38.5% this year, after starting the month up 18.4%. Bolsonaro and Lula face off in a runoff on Oct. 25.
Another standout on the inflows side was the iShares 20+ Year Treasury Bond ETF (TLT), which took in $1.2 billion.
The highly rate-sensitive ETF is down 7.1% year to date as yields have climbed, but investors have poured $6.2 billion into the fund this year, betting that lower prices and higher yields on long bonds make them a bargain. The 30-year Treasury yield was last trading around 5.6%.
On the outflows side, the ARK Innovation ETF (ARKK) shed $2.1 billion in what looks like the other side of a heartbeat trade. In a heartbeat trade, a big investor makes a large inflow and pulls it back out a few days later, which lets the fund purge low-cost-basis shares and avoid distributing capital gains.
Elsewhere, the VanEck Semiconductor ETF (SMH) lost $1.7 billion and the Roundhill Memory ETF (DRAM) shed $694 million, as some investors took chips off the table on the AI trade.
For a full list of last week's top inflows and outflows, see the tables below.
iShares iBoxx $ Investment Grade Corporate Bond ETF
iShares Core MSCI International Developed Markets ETF
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.
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