Courtney Kawano oJSM

#USTechFundFlows US technology fund flows in early February 2026 are showing a notable short-term surge in specific areas, even as broader market sentiment reflects a rotation away from traditional growth-heavy tech. Current Tech Fund Flow Highlights (Feb 2026) Massive Software Inflows: The Tech-Software ETF ($IGV) recorded a $1.5 billion inflow over two days (February 4-5), marking one of its largest short-term bursts on record as investors renewed optimism in AI-driven enterprise and cloud software. Significant Weekly Boost: For the first week of February, U.S. technology funds overall attracted $6 billion, the largest single-week influx in two months. Broader Rotation: Despite the tech-specific surge, there is a wider market shift. Investors are increasingly rotating into small-caps (Russell 2000) and international equities, which saw a record $51 billion inflow in January 2026. Cooling Sentiment for Giants: Major "Magnificent Seven" stocks have faced pressure recently; for example, Amazon shares fell over 5% in early February after announcing a massive $600 billion combined AI spending plan with Microsoft, Alphabet, and Meta, which sparked concerns about near-term profitability. $ETH $BTC $XRP