VanEck Semiconductor ETF Inflows Surge with 28% Retail Volume Increase
Retail investors shifted out of Microsoft and Palantir this month, targeting semiconductor exposure and making VanEck Semiconductor ETF a top retail inflow asset. SMH drew robust net inflows alongside SOXX and DRAM ETFs as retail trading volumes rose 28% since mid-April and retail favorites rallied 29%.
1. Retail Shifts from Software to Semiconductors
This month retail investors have begun trimming positions in high-valuation software names, notably reducing exposure to Microsoft and Palantir, and reallocating funds toward semiconductor stocks.
2. Strong Inflows into Semiconductor ETFs
VanEck Semiconductor ETF recorded robust net inflows, ranking among the top retail buys alongside SOXX and Roundhill Memory ETF, whose inflows more than quadrupled week-over-week.
3. Elevated Retail Trading Volumes
Retail trading volumes climbed 28% since mid-April, lifting a basket of retail favorite stocks by 29% and accounting for roughly 20% of total US equity trading activity.