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ETF Momentum: Commodities Shine with Platinum and Palladium Rally
Here’s everything you need to know about week #39 ETF flows and market moves in Europe.
By Trackinsight
September 29, 2025
- Europe
- Flows
- Performance
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According to Trackinsight data, investors piled into equity ETFs last week, channeling €8.8 billion in fresh inflows, dwarfing every other asset class.
Fixed income ETFs struggled with net outflows of €60 million, while commodities had their best week in months, attracting €721 million.
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Crypto ETPs also saw a rebound with €73 million in inflows, led by Solana products.
Sector Spotlight: Financials Dominate, Energy Fizzles
Despite mixed performance across sectors, financials were the clear magnet for flows.
The financials sector pulled in nearly €2 billion, far ahead of any other category, even though performance was relatively muted at +0.6%.
- Industrials (+1.8%) and materials (+4.1%) also saw strong investor demand.
- Energy (+4.8%) delivered the best returns of the week but suffered €30 million in outflows, suggesting investors may be locking in profits.
- Defensives lagged: utilities, staples, and healthcare all ended lower, with notable redemptions in utilities.
Regional Flows: Wall Street & Developed Markets Rule
Regionally, U.S. ETFs dominated with €3.3 billion in inflows, while developed markets ex-U.S. added €2.8 billion. Europe was more mixed—Eurozone (+€206 million) and Switzerland (+€296 million) gained, while Nordic ETFs shed €89 million.
On the performance side, Middle Eastern markets shone: Saudi Arabia surged 6.6%, while Pakistan (+2.9%) and Mexico (+2.1%) also outperformed.
Asia lagged, with Philippines (-5.4%) and India (-3.5%) leading declines.
Thematic Flows: Green Dreams and Defense Bets
The ESG transition trade roared back: Net Zero 2050 ETFs drew €1.34 billion, their strongest showing in months.
Defense also continued to capture attention, with global defense (+€135 million) and Europe defense (+€110 million) drawing steady inflows.
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Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.
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In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.
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Together, we are committed to offering advanced services that empower professional investors, advisors, institutions, and issuers. This new step enables us to deliver even more comprehensive and innovative technological solutions, driving ETF investing to new heights.
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