SocGen's ETF heatmap showing sector rotation patterns across major asset classes. Worth tracking which sectors are seeing inflows vs outflows — often reveals where smart money is positioning before the narrative catches up.
ETF flows are one of the cleaner signals for institutional sentiment. When you see persistent buying in defensive sectors while growth names bleed, that's not noise — that's repositioning.
Keep an eye on:
• Tech vs Financials rotation
• Small cap vs large cap flows
• Commodity ETFs (energy, metals)
• International vs domestic exposure
The heatmap tells you what's working NOW, not what worked last quarter.
ETF flows are one of the cleaner signals for institutional sentiment. When you see persistent buying in defensive sectors while growth names bleed, that's not noise — that's repositioning.
Keep an eye on:
• Tech vs Financials rotation
• Small cap vs large cap flows
• Commodity ETFs (energy, metals)
• International vs domestic exposure
The heatmap tells you what's working NOW, not what worked last quarter.
