Investors piled into ETFs at a record pace in the first half of 2026. Here's where their money is flowing.

In the first half of 2026, investors significantly increased inflows into exchange-traded funds tied to the AI theme, underscoring strong risk-on demand for AI-related equities. The headline is flow-driven (ETF money into AI stocks), suggesting continued positive positioning even without specific earnings or policy catalysts mentioned.

Analysis

In the first half of 2026, investors significantly increased inflows into exchange-traded funds tied to the AI theme, underscoring strong risk-on demand for AI-related equities. The headline is flow-driven (ETF money into AI stocks), suggesting continued positive positioning even without specific earnings or policy catalysts mentioned.