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ETF Momentum: Big Money Moves Back Into Equities and Defensive Themes
Here’s everything you need to know about week #41 ETF flows and market moves in Europe.
By Trackinsight
October 13, 2025
- Europe
- Flows
- Performance
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According to Trackinsight data, European ETFs recorded a massive €8.55 billion in net inflows last week, driven overwhelmingly by equity products (€5.99B) and supported by strong interest in fixed income (€1.35B). Commodities and crypto ETPs added another €100M and €95M, respectively.
Sector Pulse: Health Care Heals, Utilities Power Up
Sector flows painted a nuanced picture:
- Health Care dominated with €473M of inflows, the week’s standout sector, posting a modest +0.14% performance.
- Industrials attracted €249M despite a sharp -2.6% drop, hinting at dip-buying behavior.
- Information Technology also drew strong interest (€145M) amid slight declines.
- Defensive sectors led performance: Utilities (+2.6%) and Consumer Staples (+1.5%) outperformed even as investors trimmed exposure.
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Conversely, Financials (-1.5%) and Energy (-1.5%) lost ground, while Real Estate continued to struggle both on flows (-€19M) and returns (-1.3%).
Geographic Trends: U.S. Leads, Europe Lags
Equity investors continued to favor global and U.S.-centric ETFs:
- U.S. equities saw €1.72B of inflows, far ahead of any other region.
- Global and Developed Markets added a combined €1.6B, showing renewed confidence in broad-based exposure.
- Within Europe, Eurozone (€514M) and Developed Europe (€195M) funds gained traction, though allocations remained measured.
- Among single-country plays, Japan (€266M) and China (€121M) stood out, while Latin America trailed with just €42M.
Meanwhile, Asian emerging markets outperformed, with Vietnam (+8.9%), Indonesia (+3.3%), and India (+2.6%) topping the leaderboard.
Thematic Spotlight: Defense, Net Zero, and Nuclear Draw Firepower
Thematic ETFs saw a revival of conviction trades, particularly around global resilience and innovation themes:
- Net Zero 2050 (€263M) led inflows, followed closely by Global Defense (€238M) and Europe Defense (€133M) — together accounting for over €600M in “security and sustainability” themes.
- Nuclear Energy (€101M) and AI & Big Data (€86M) rounded out the top five.
Performance-wise, Blockchain (+5.8%), Nuclear Energy (+5.6%), and Emerging Markets Disruptive Tech (+5.0%) led the thematic leaderboard, underscoring investors’ appetite for next-generation exposure amid macro uncertainty.
Commodities & Crypto: Palladium and Solana Shine
The week’s biggest surprise came from commodities — Palladium exploded higher, with the top five performing ETFs all tracking the metal and posting gains between +16% and +20%.
The Invesco Physical Palladium ETC topped the charts at +20.7%, leading a parade of strong returns from BNP Paribas, UBS, and WisdomTree.
Flows into gold (€87M) and silver (€81M) also highlighted renewed safe-haven interest, while base metals (€41M) gained from the broader commodity rally.
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