Leveraged Semiconductor ETF Assets Plunge 39% to $100B From June Peak

According to Kobeissi Letter data, leveraged semiconductor ETF assets fell to $100 billion on July 20 from a June peak of approximately $163 billion, representing a 39% decline. Semiconductor ETFs accounted for roughly 63% of all U.S. leveraged ETF outflows during the same period. The drop marks the largest decline since April 2025.
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