Trading concentration in funds tied to semiconductors, technology and South Korea highlights how AI themes are shaping ETF flows across the U.S. market.
AI-related exchange-traded funds reached a record 19% share of all U.S. ETF trading volume, underscoring how investor demand for artificial intelligence exposure is increasingly being expressed through listed funds rather than individual stocks. The group cited includes semiconductor ETFs SMH, SOXX and SOXL, technology ETF XLK, memory-focused ETF DRAM, and South Korea ETF EWY. The reading points to unusually heavy activity in vehicles linked to chipmakers, broader tech and supply-chain beneficiaries of the AI buildout.