#USStocksRecordSixthLargestWeeklyInflowSince2008 U.S. Stocks Record Sixth-Largest Weekly Inflow

Bank of America clients delivered a powerful vote of confidence in U.S. equities last week, recording their sixth-largest single-week net inflow since the bank began tracking weekly data in 2008. The buying marked a second consecutive week of net purchases and represented the strongest inflow since mid-July.
Total purchases were approximately $7 billion, consisting of around $3.9 billion in individual stocks and $3.1 billion in equity ETFs. Despite this significant buying, the S&P 500 gained only about 0.1% during the period, suggesting that investors were positioning themselves rather than simply chasing a sharp market rally.
Institutional investors and hedge funds were the primary drivers of the buying. In contrast, private clients remained net sellers for a sixth consecutive week, highlighting an important divide between professional and individual investors.
Technology stocks were particularly attractive, with the sector recording another week of inflows. Overall, clients bought stocks across eight of 11 major sectors, while communication services also returned to positive flows. Industrials remained a notable area of weakness, however, with selling continuing for several weeks.
The flows indicate that major investors are becoming more willing to add U.S. equity exposure, particularly toward large-cap, liquid and growth-oriented companies. Still, selective positioning and continued retail selling show that market confidence is not universal.
Overall, the data points to strong institutional risk appetite, with technology and large-cap equities remaining central to the current investment strategy.