SteadyTapeQuantitative Market Research

Fund Flows

Week to Sep 2: long-term +8.1bn, equity -5.5bn, bond +12.7bn, commodity +2.6bn.

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Weekly ICI net flows into long-term mutual funds and ETFs — equity (US vs non-US), hybrid, bond and commodity — tracked against what the index did. Covers 98%+ of industry assets, so it is the closest public read on where household and advisor money is actually moving. The study also shows what the flows are worth as a forecast, which is close to nothing: they run +0.50 correlated with the SAME month and -0.06 (US equity) with the next. A positioning gauge and a recap input, not a trade trigger.

Long-term flows
+8.1bn
week ended Sep 2
Equity
-5.5bn
4wk avg -0.2bn
Bond
+12.7bn
Commodity
+2.6bn
Same-month corr
+0.50
total flow vs S&P that month
Next-month corr
-0.13
equity flow vs S&P next month

When to run this study

Run after the ICI release — Wednesday around midday ET, covering the week ended the prior Wednesday. Best used as the positioning paragraph in a weekly recap: who added, who sold, and whether the week broke the recent run. It is a coincident gauge, not a leading one, so do not read a big inflow or outflow print as a forecast of next week.

Historical results

Net flows, week ended 2026-09-02 ($bn)

CategoryThis weekPrior 4wk avgvs 4wk avgLast 13wk total
Total long-term8.1218.97-10.85282.30
Equity-5.46-0.22-5.2485
US equity-5.14-4.44-0.7068.50
Non-US equity-0.334.21-4.5416.50
Hybrid-1.67-1.37-0.30-18.80
Bond12.6818.37-5.69209.80
Commodity2.572.190.386.40