ETFs:
ARSENAL.FINANCE v2.2 // TACTICAL FINANCE PLATFORM
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Capital Flows

Where the money is moving - US-listed ETF flows by asset class, region and sector, plus income, thematic and alt channels. Data as of -.

Total ETF net flows YTD
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US-listed, all asset classes
Latest month
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net flows, most recent month
Where it’s going
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largest inflow
Where it’s leaving
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largest outflow
Fastest mover
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biggest momentum shift
Asset class flows · month & YTD-
US sector flows · month & YTD-
Equity flows by geography-
Income, thematic & alt flowsMixed sources
Data sources + expand
Flow figures are compiled from dated monthly fund-flow reports - State Street Investment Management's "US-Listed ETF Flash Flows" (Bloomberg data), the World Gold Council and an independent daily crypto-ETF flow tracker - as of the date shown on each card. The sector-rotation table is live from the SPDR sector ETFs (XLK, XLF, XLE, XLV, XLY, XLP, XLI, XLB, XLU, XLRE, XLC) versus SPY for the S&P 500: every column is a total return (computed from ten years of daily dividend-adjusted closes) - trailing windows from 1 day to 6 months, year-to-date, and cumulative 1, 3, 5 and 10 years. "--" means the fund is younger than the window (XLRE launched in 2015, XLC in 2018). Sectors beating SPY are gaining leadership. The table re-pulls itself every few minutes; market data may be briefly delayed.

About this page

Where money is actually moving: ETF flows by asset class, US sector flows, country-level equity flows, and alternative flows across crypto funds, venture capital, private credit and foreign holdings of Treasuries, each drawn from primary-source reports with their as-of dates shown.

Flows are better at explaining the recent past than predicting the future: money famously chases performance, arriving after rallies and leaving after crashes. The contrarian read is at the extremes, where record one-directional flows have often marked exhaustion rather than the beginning of a trend.

Frequently asked questions
Do fund flows predict returns?

Mostly no; the evidence says flows follow returns. Extremes are the exception: capitulation outflows near bottoms and euphoric inflows near tops have been decent contrary indicators.

Why do foreign Treasury holdings matter?

Foreign official buyers absorb a meaningful share of US government borrowing. Sustained shifts in that appetite affect yields, the dollar and the fiscal arithmetic behind both.