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us-etf-flow

Analyze US ETF creation and redemption flows to infer institutional risk appetite and sector rotation.

Updated May 5, 2026
Search Tags:#sector rotation#thematic investing#risk appetite#etf flows#factor momentum#institutional positioning
One-click install
npx skills add https://github.com/wudye/traderAssistHK --skill us-etf-flow-wudye
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: us-etf-flow
Source: https://github.com/wudye/traderAssistHK/tree/main/backend/src/skills/us-etf-flow
Command: npx skills add https://github.com/wudye/traderAssistHK --skill us-etf-flow-wudye

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps you understand how money is actually moving through US ETFs so you can identify risk appetite changes and likely sector/style leadership, rather than relying on lagging filings or price-only signals.

Core Features & Use Cases

  • ETF creation/redemption flow interpretation: Translates sustained inflows and outflows into actionable risk-on, risk-off, and rotation states.
  • Sector breadth and cyclical vs defensive rotation: Computes how many sectors have positive flows and the leadership ratio to gauge whether rotation is broad-based or selective.
  • Style, factor, and thematic flow analysis: Compares growth vs value, momentum/quality/min-vol tendencies, and thematic ETF conviction vs unwind risk.
  • Practical signal output framework: Produces a composite “risk appetite / sector rotation / rate expectations” view and an investment implication checklist for research.

Quick Start

Use the us-etf-flow skill to produce an ETF flow report that summarizes broad market flows, sector rotation breadth, and thematic highlights for a chosen date range.

Frequently Asked Questions about us-etf-flow

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze ETF creation and redemption flows to gauge institutional risk appetite?▼

You analyze ETF flows by computing cumulative and momentum-normalized creation/redemption data to infer institutional positioning, translating sustained inflows or outflows into actionable risk-on and risk-off states.

What is sector rotation breadth and how does it indicate broad market participation?▼

Sector rotation breadth measures how many sectors receive positive ETF flows. A high cyclical versus defensive ratio indicates broad-based market participation, while selective flows suggest narrow leadership.

How can I detect style and thematic factor momentum using ETF flow data?▼

You detect style and thematic factor momentum by comparing growth versus value ETF flows, analyzing momentum and quality tendencies, and evaluating thematic ETF conviction versus potential unwind risk across lookback windows.

Does ETF flow analysis work for identifying contrarian versus momentum institutional positioning?▼

Yes, ETF flow analysis works for identifying contrarian versus momentum positioning by applying momentum-normalized flow computations across lookback windows to detect sustained or reversing institutional behavior.

What is the best way to generate an ETF flow report for sector tilt identification?▼

The best way to generate an ETF flow report is to compute cumulative flows, estimate sector breadth, and produce a composite output with clear interpretation rules summarizing broad market flows and sector tilts.

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