Smart money vs the broad market loadingβ¦
By sector: where the 13F institutions (quarterly smart money) and the broad market (weekly ETF flows) agree vs disagree. The disagreements are the signal β when institutions quietly accumulate a sector the crowd is fleeing (a contrarian institutional bet), or exit one the crowd is chasing.
| Sector | π Institutions (13F) | π Crowd (ETF flows) | Read |
|---|---|---|---|
| Loading⦠| |||
Institutions = latest-quarter 13F net $ change by sector. Crowd = the latest cross-asset ETF flows
(the Macro page) β a trailing week once accrued; the pill above
shows the actual window. A directional research tool, not financial advice.