This article first appeared on GuruFocus .
ETF activity on Monday was firmly positive, with 390 ETFs reporting a net estimated flow of $11.93 billion as 48,603 positions increased against 20,784 that decreased. SPY led the inflows at an estimated $4.28 billion, followed by QQQ at $3.88 billion and IVV at $2.10 billion. On the outflow side, TECL shed an estimated $792.4 million, a -17.45% move against its assets, while CGDV and XLI also posted outflows. Among individual stocks, NVIDIA added $786.7 million in ETF-held value with 55 ETFs buying, while Alphabet was trimmed by $285.8 million.
Which ETFs had the largest inflows on Monday?
The largest estimated inflows were SPY ($4.28 billion), QQQ ($3.88 billion) and IVV ($2.10 billion).
| ETF |
Est. net flow |
AUM |
Flow / AUM |
|---|---|---|---|
| $4.28B |
$804.79B |
+0.53% |
|
| $3.88B |
$464.63B |
+0.83% |
|
| $2.10B |
$871.97B |
+0.24% |
|
| $479.0M |
$117.06B |
+0.41% |
|
| $414.2M |
$105.97B |
+0.39% |
Which ETFs had the largest outflows on Monday?
The largest estimated outflows were TECL ($792.4 million), CGDV ($328.8 million) and XLI ($263.0 million).
| ETF |
Est. net flow |
AUM |
Flow / AUM |
|---|---|---|---|
| -$792.4M |
$4.54B |
-17.45% |
|
| -$328.8M |
$38.77B |
-0.85% |
|
| -$263.0M |
$31.49B |
-0.84% |
|
| -$252.2M |
$6.48B |
-3.89% |
|
| -$247.7M |
$42.13B |
-0.59% |
Which stocks did ETFs buy the most on Monday?
ETFs added the most dollar value in NVDA ($786.7 million), AAPL ($697.8 million) and MSFT ($561.6 million).
| Stock |
Net value change |
ETFs buying |
ETFs selling |
|---|---|---|---|
| NVIDIA Corporation ( NVDA ) |
$786.7M |
55 |
29 |
| APPLE INC. ( AAPL ) |
$697.8M |
49 |
28 |
| Microsoft Corporation ( MSFT ) |
$561.6M |
55 |
29 |
| AMAZON.COM INC. ( AMZN ) |
$483.2M |
53 |
23 |
| Broadcom Inc. ( AVGO ) |
$267.7M |
53 |
25 |
Which stocks did ETFs trim the most on Monday?
ETFs cut the most dollar value from GOOGL ($285.8 million), TGT ($93.6 million) and KMI ($61.0 million).
| Stock |
Net value change |
ETFs buying |
ETFs selling |
|---|---|---|---|
| Alphabet Inc. (Class A) ( GOOGL ) |
-$285.8M |
44 |
27 |
| Target Corporation ( TGT ) |
-$93.6M |
38 |
18 |
| Kinder Morgan Inc/DE ( KMI ) |
-$61.0M |
35 |
21 |
| Fidelity National Financial Inc. - FNF Group ( FNF ) |
-$39.0M |
17 |
3 |
| MOLSON COORS BREWING CLASS B ( TAP ) |
-$38.0M |
14 |
10 |
The day's top ETF buy, NVDA, has more on its stock summary and GF Value pages.
Track the latest ETF buying and selling trends and search funds in the GuruFocus ETF Screener .
What should investors watch next?
Watch whether the leveraged tech outflow in TECL continues into Tuesday, and whether the broad-index bid in SPY and QQQ holds.
Flows are estimated from the dollar value of each fund's reported holdings changes for Nov. 2, 2026.
