
Recent data indicates a surge in investor interest in U.S. equities, particularly large-cap stocks, which have seen the most substantial inflows in equity ETFs over the past week. Small-cap ETFs have also experienced notable inflows, surpassing previous highs from the July rally and returning to levels seen during last year's end-of-year rally. Notably, the largest absolute flows in the last seven days were recorded in the following ETFs: $IVV with outflows of $24.2 billion, $VOO with inflows of $23.0 billion, $VTI with $4.1 billion, $VUG with $3.9 billion, and $VB with $3.7 billion. Additionally, sector rotations within U.S. equities show significant inflows in small-cap and broad equity sectors, while treasury and high-yield sectors are experiencing outflows. According to Bank of America, this week marks the largest inflow into U.S. equities on record.
“US Equities biggest weekly inflow ever” — BofA
The largest absolute flows over the past 7 days have been in the following ETFs: $VOO ($22.0B) $IVV (-$11.0B) $SPY (-$7.7B) $SPYV ($5.4B) $SPYG ($5.3B) https://t.co/f24y1YdbXE
Looking at notional #ETF flows to monitor sector rotations within US Equities: currently the sectors experiencing the largest inflows compared to their averages include Large Cap and Broad Equity, while outflows are being seen in High Yield and Financials. https://t.co/etlDAxt2LH




