In July 2026, US-listed ETFs saw record monthly net inflows of ~$191B, lifting YTD total to nearly $1.3T and beating the 2025 annual record early; VOO became the world's first trillion-dollar ETF, and QQQ absorbed ~$5B in one day. Combining strong earnings season results and the AI narrative payoff, this article analyzes the underlying logic of sustained global inflows into US stocks from liquidity, product diversity, and company quality, and offers Southeast Asian investors an allocation view.
In July 2026, US-listed ETFs saw record monthly net inflows of ~$191B, lifting YTD total to nearly $1.3T and beating the 2025 annual record early; VOO became the world's first trillion-dollar ETF, and QQQ absorbed ~$5B in one day. Combining strong earnings season results and the AI narrative payoff, this article analyzes the underlying logic of sustained global inflows into US stocks from liquidity, product diversity, and company quality, and offers Southeast Asian investors an allocation view.
