Worldwide Exchange: ETF Flows Week of August 11

ETF Market Overview - ETF market experienced significant inflows, particularly in the first quarter [1][2] - Approximately $10 billion flowed into crypto ETFs and another $10 billion into bond ETFs, indicating a barbell investment approach [2] - Thematic ETFs saw about $5 billion in inflows during Q1 [2] - Active ETFs have captured approximately 37% of the $667 billion in inflows this year [3] Investment Themes and Opportunities - The market is currently strong, with potential tailwinds for small caps and high-growth names due to anticipated rate cuts [4] - AI, quantum computing, and the future of technology are key areas of focus in the market [4] - Defiance ETFs highlights the growth in its quantum ETF, reaching $2 billion for the first time [5] - AI power, specifically the energy utilities, grids, and infrastructure supporting AI and machine learning, is identified as a promising thematic trade [6] Market Considerations - Upcoming events, such as the meeting between the US and Russian presidents and the Federal Reserve meeting, are influencing market expectations [3] - The market has largely priced in potential rate cuts of 25 or 50 basis points [3]