ETF Activity: SPY Leads With $6.74 Billion Inflow on Sept. 30

gurufocus.com · 2026-10-02

ETF activity in Wednesday's session was mixed, with 372 ETFs reporting and a net estimated flow of $1.58 billion. SPY attracted the largest estimated inflow at

TickrTrends take: The SPY inflow activity reflects broad market momentum that could affect sector rotation patterns, including how capital flows into and out of Industrial sector stocks like ESLT. Given TickrTrends' current assessment that ESLT is overvalued, investors focused on valuation metrics should monitor whether large-cap ETF inflows continue to support elevated prices in the Industrials sector or if profit-taking emerges as a counterbalance. The relationship between broad market fund flows and individual stock valuations becomes particularly relevant when a stock is trading above its fundamental value benchmarks.

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