$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Vanguard S&P 500 ETF(VOO)$ I’m watching retail flows hit escape velocity as the New Year kicks off. JPMorgan data shows the 2nd-highest weekly ETF buying in nearly 8 months, with daily purchases consistently above the 85th percentile since 1/2. That tells me this isn’t dip-buying noise, it’s portfolio-level re-risking.
“Retail investors quickly refocused attention to their trading portfolios as the New Year began, leading to 2nd-highest weekly buying levels in nearly 8M & daily purchases consistently exceeding the 85th percentile [relative to its 12M average] since 1/2"
-- Arun Jain, JPMorgan
The preference is clear. Retail isn’t chasing single names, it’s scaling liquid index beta. $SPY and $QQQ are absorbing the bulk of the flow, with leverage turning up via $TQQQ as conviction rises. This is how retail expresses macro confidence fast, sizeable, and repeatable.
What matters is persistence. Sustained ETF inflows tighten liquidity, dampen volatility, and mechanically support index levels even when stock-level dispersion rises. This is why pullbacks stay shallow and why tape resilience keeps surprising.
When retail chooses ETFs over stocks at this magnitude, it stops being sentiment and starts being structure.
🚀🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀
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