AI Tools + ETF Weekly: Desktop agents, AI Scan controls, and a bond-led ETF tape

AI tools

• Gemini on Windows: Google launched a Windows app on September 10. Alt + Space opens Gemini over active work; the app can draft documents, manage tasks, create images and videos, and hand off multi-step work to Gemini Spark. The app is available globally for Windows 10 and 11, with a Google AI subscription required and availability varying. 1
• GitHub AI Scan controls: GitHub put REST API controls for AI Scan for pull requests into public preview on September 10. Organization settings determine whether scans can run across the organization, while repository settings can enable or disable scans for selected repositories. The preview is for GitHub Advanced Security customers on github.com; GitHub Enterprise Server is not supported. 2

ETF market

• A large debut led the week: ETF.com reported $21.3 billion of inflows into U.S.-listed ETFs for the week ending September 4. UCBG launched on September 2 with a $2.5 billion anchor investment from UC Investments. The fund targets a mix of 90% S&P 500 exposure and 10% short-duration investment-grade corporate bonds. 3
• Bonds led the broader picture: The same ETF.com report put U.S. fixed-income inflows at $10.1 billion, while U.S. equity ETFs saw a $1.3 billion outflow. VOO led inflows at about $16.2 billion, and SGOV gathered about $2.0 billion. These are flow observations, not a forecast.
• The industry kept expanding: ETF.com’s August monthly summary recorded $182.6 billion in monthly net flows, 134 new ETFs, and 1,023 launches year to date. The report says equities captured 54.2% of August flows, fixed income 33.5%, and commodities 5.8%; Treasury products dominated fixed-income flows, while semiconductor and U.S. information-technology products saw outflows. 4
• Performance is a different clock: Yahoo Finance showed SOXX with a 75.20% year-to-date daily total return and IGV with a negative 3.93%, both as of the September 11 close. The comparison reflects fund composition as well as price movement, so it should not be read as a simple sector verdict. 56
• Industry estimates need a label: The Investment Company Institute reported estimated net issuance of $33.23 billion for ETFs in the week ended September 2, alongside estimated mutual-fund outflows of $25.11 billion. ICI says the weekly figures cover more than 98% of mutual-fund and ETF assets, and that historical weeks can be revised. 7