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AI ETFs Dominate US Trading Volume

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A record 19% of all US ETF trading volume is now focused on artificial intelligence, a milestone that highlights Wall Street's growing attention to AI and its increasing separation from the crypto ecosystem.

The figure encompasses a broad definition of 'AI-related,' including semiconductor ETFs, technology-focused funds, memory chip vehicles, and even South Korea-themed ETFs due to the country's significant role in chip manufacturing through companies like Samsung and SK Hynix.

In 2025, AI-focused ETFs pulled in $19 billion in inflows, up from $4.2 billion in 2024, a 4.5x jump in a single year. There are now approximately 92 US-listed AI ETFs holding around $50.8 billion in assets under management.

The average expense ratio sits at 0.74%, which is notably higher than the rock-bottom fees investors have grown accustomed to with broad-market index funds. Key players driving these flows include the Global X Artificial Intelligence & Technology ETF (AIQ), the VanEck Semiconductor ETF (SMH), and the Roundhill Generative AI & Technology ETF (CHAT).

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