Thematic technology ETFs pulled in $10.6 billion in net inflows during 2025, reversing a prior trend of outflows and ending the year with more than $55 billion in total assets. The bulk of that enthusiasm came from a single sub-theme: AI and Big Data ETFs alone attracted over $8 billion in 2025, essentially acting as the gravitational center for the entire category.
The new product pipeline is overflowing
KraneShares introduced the Public-Private AI ETF in April 2026, targeting exposure to both publicly traded and privately held companies building AI infrastructure. That same month, Vanguard rolled out several global technology index ETFs focused on sectors like AI chips and semiconductors. Global X launched a Humanoid Robotics ETF. July 2026 brought filings for the REX AI Chipmaking ETF and multiple space-economy ETFs, further fragmenting the technology theme into increasingly narrow slices.
As of mid-2026, dozens of new ETF filings are sitting in the regulatory pipeline.
Why AI is the engine behind this ETF boom
