
US and Tech ETFs Take the Lead as Bitcoin ETF IBIT Hits $5.58B in 15-Day Streak
Investors are largely favoring domestic and tech-focused ETFs, pushing U.S.-centric funds to the front of the market flow rankings, according to Bloomberg Intelligence data.
Since April, investors have poured $47.4 billion into U.S.-focused ETFs, making them the leading category by inflows. This makes U.S. ETFs the leader by inflows, followed by equity ETFs with $40.3 billion and active strategies with $24.2 billion, according to the latest market data.
After U.S.-focused funds, international ETFs (excluding the U.S.) pulled in $10.9 billion, while China-focused ETFs saw $4.2 billion in outflows, and Europe-focused funds lost $117 million. Among sectors, technology ETFs took the lead.
Tech funds topped all categories in terms of inflows since early April, leading to a "semi-shock" surge, noted Bloomberg’s Eric Balchunas.
US Inflows Into European ETFs Cross $10 Billion
In Q1 2025, U.S. investors allocated $10 billion to European equity ETFs, a sevenfold increase from Q1 2024, according to Funds Society. This trend continued into May, with consistent capital flowing into Europe-focused funds.
This growth followed Germany’s €500 billion infrastructure plan and EU support for defense and renewable sectors. The iShares MSCI Germany ETF (EWG) and the Select STOXX Europe Aerospace & Defence ETF (EUAD) recorded the largest inflows. EUAD raised $469 million since launching in October 2024.
Bloomberg Intelligence confirmed that the varied regional policy shifts and sector developments influenced the varying performances of U.S. and European ETFs in recent months.
As U.S. investors maintained steady engagement with European markets, interest in defense and energy investments grew, leading to a surge in related ETFs.