@BarcodeοΌ$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Vanguard S&P 500 ETF(VOO)$ Iβm watching retail flows hit escape velocity as the New Year kicks off. JPMorgan data shows the 2nd-highest weekly ETF buying in nearly 8 months, with daily purchases consistently above the 85th percentile since 1/2. That tells me this isnβt dip-buying noise, itβs portfolio-level re-risking. βRetail investors quickly refocused attention to their trading portfolios as the New Year began, leading to 2nd-highest weekly buying levels in nearly 8M & daily purchases consistently exceeding the 85th percentile [relative to its 12M average] since 1/2" -- Arun Jain, JPMorgan The preference is clear. Retail isnβt chasing single names, itβs scaling liquid index beta. $SPY and $QQQ are absorbing the bulk of the flow, with leverage turning up via $TQQQ as conviction rises. This is how retail expresses macro confidence fast, sizeable, and repeatable. What matters is persistence. Sustained ETF inflows tighten liquidity, dampen volatility, and mechanically support index levels even when stock-level dispersion rises. This is why pullbacks stay shallow and why tape resilience keeps surprising. When retail chooses ETFs over stocks at this magnitude, it stops being sentiment and starts being structure. ππ
π
π
π
π
¨ ββ‘βββββ π
π
π
π
π
! π
π
π
π
π
‘π
’ π
π
πππ
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments