Memory ETF $DRAM Hits $2 Billion in October Outflows, a Record Pace
As seen on the 24/7 Wall St. homepage on October 25, 2026.
Money is leaving the memory trade for a third straight month even as record margins dominate the headlines, a $2 billion gap between the narrative and actual positioning.
BREAKING: The Memory ETF, $DRAM, has posted -$2.0 billion in outflows so far in October, putting the fund on track for its largest monthly withdrawal since launching on April 2nd. This would also mark its 3rd consecutive monthly outflow, following -$1.6 billion in September and https://t.co/r31Wn3S3zS
- Replies48
- Reposts19
- Likes168
Continue ReadingShow less
The Memory ETF has seen $2.0 billion leave the fund in October alone, and the month is not over. If that pace holds, it will mark the largest single-month withdrawal since the fund launched on April 2nd.
September outflows mean investors have been pulling money from the memory trade for two consecutive months heading into this latest wave.
That pattern runs against the prevailing narrative in semiconductor coverage, where record margins and strong demand headlines have dominated.
For investors watching the memory space, two straight months of accelerating outflows is a positioning signal worth taking seriously.