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us-etf-flow

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US ETF fund flow analysis, sector rotation breadth, and style factor flows — track institutional capital movement via ETF creation/redemption, sector breadth signals, and thematic momentum.

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# US ETF Flow & Sector Breadth Analysis

## Overview

Track capital flows through US ETFs to identify institutional positioning, sector rotation trends, and risk appetite shifts. ETF flows are a real-time proxy for institutional capital allocation — unlike 13F filings (45-day lag), ETF creation/redemption data is available daily.

## Core Concepts

### 1. ETF Flow Mechanics

**Creation / Redemption process:**
- **Inflows (creation)**: Authorized Participants (APs) deliver baskets of underlying securities to the ETF issuer → receive new ETF shares → sell on exchange. This happens when ETF trades at a premium to NAV.
- **Outflows (redemption)**: APs buy ETF shares on exchange → redeem with issuer for underlying securities → sell securities. This happens when ETF trades at a discount to NAV.
- **Signal interpretation**: sustained large inflows = institutional demand; sustained large outflows = institutional liquidation.
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