Investors flock to ETFs amid tariff risks and crypto-driven momentum

ETF Flows & Market Trends - Year-to-date ETF flows exceed $623 billion [1] - Spike in buying of big tech heavy ETFs followed Nvidia's permission to resume H20 chip sales in China [2] - IBIT Bitcoin ETF experienced top inflows as Bitcoin hit a new high [2] - VO (midcap focused ETF) and SBIL (money market fund-like ETF) also saw top inflows [3] Sector & Strategy Insights - XR ETF is a way to play the trend of increased defense spending due to macro uncertainty and geopolitical conflicts [3] - XLC (communication services ETF) is an area less impacted by tariffs, outperforming the S&P 500 year-to-date [4]