Marco Polo XTF. After all, you never want to be the last investor to head for the exit. The withdrawals affected exchange traded funds including KBW Regional Banking ETF ( KRE), PowerShares Dynamic Banking Sector ( PJB) and iShares Dow Jones US Regional Banks ( IAT). Large U.S. banks held in financial ETFs weren't spared. Those include Wells Fargo ( WFC), US Bancorp ( USB) and PNC Financial Services Group ( PNC). Exceeding U.S. bank redemptions were Brazil's ITAU Unibanco ( ITUB) and Banco Bradesco ( BBD). Chinese bank holdings of ETFs followed. Energy had the second-worst ETF outflows, with $40.3 billion. More than half of the withdrawals came from the integrated oil and gas industry, taking aim at U.S. stocks such as Exxon Mobil ( XOM) and Chevron ( CVX). Consider holding off on investments in iShares S&P Global Energy Sector ETF ( IXC) and SPDR S&P International Energy Sector ETF ( IPW) until investors are bullish that oil can crack $90 a barrel for good. The third-worst sector, technology, suffered $35.3 billion in outflows, almost a third of that amount from semiconductor stocks. Taiwanese companies including Taiwan Semiconductor ( TSM) and United Microelectronics ( UMC) were hurt the most. A 6.4-magnitude earthquake hit southern Taiwan earlier this month. The pure plays in semiconductors to avoid are SPDR S&P Semiconductor ETF ( XSD) and Semiconductor HOLDRS ( SMH). For the best rated exchange traded funds, check out our Top ETFs page.
-- Reported by Kevin Baker in Jupiter, Fla.