InvestorLens

Capital Flow Map

Quarter-over-quarter capital rotation across the public 13F filings of tracked investors. Educational research only — not investment advice.

13F data may be delayed up to 45 days
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.
Current period
Q2 2026
Prior period
Q2 2026
Tracked investors
22
Net rotation
$98.3B
AI filing intelligenceEducational research only — not financial advice

Across the 22-investor basket, a substantial defensive rotation occurred as Financial Services, Consumer Staples, and Energy were nearly eliminated from holdings (combined outflow of $166.9 billion), while Consumer Discretionary and Health Care concentrated inflows totaling $15.1 billion. Information Technology experienced a modest 15.7% reduction despite remaining the largest sector position.

AI-generated · educational research only · not financial advice

  • Financial Services
    $5.9B -93.9% QoQ
    -$90.8B
  • Consumer Staples
    $460.1M -98.9% QoQ
    -$41.3B
  • Energy
    $0 -100.0% QoQ
    -$34.8B
  • Consumer Discretionary
    $15.2B 296.6% QoQ
    +$11.3B
  • Information Technology
    $54.1B -15.7% QoQ
    -$10.1B
  • Health Care
    $4.8B 360.5% QoQ
    +$3.8B
  • Communication Services
    $21.5B -12.1% QoQ
    -$3B
  • Industrials
    $2.5B -32.5% QoQ
    -$1.2B

Sector heat

  • Financial Services
    $5.9B
    -$90.8B (-93.9%)
  • Consumer Staples
    $460.1M
    -$41.3B (-98.9%)
  • Energy
    $0
    -$34.8B (-100.0%)
  • Consumer Discretionary
    $15.2B
    +$11.3B (+296.6%)
  • Information Technology
    $54.1B
    -$10.1B (-15.7%)
  • Health Care
    $4.8B
    +$3.8B (+360.5%)
  • Communication Services
    $21.5B
    -$3B (-12.1%)
  • Industrials
    $2.5B
    -$1.2B (-32.5%)
  • Real Estate
    $355.4M
    +$228.5M (+180.1%)
  • Materials
    $948.3M
    -$76.5M (-7.5%)
  • Utilities
    $109.9M
    +$41.9M (+61.7%)
Top movers driving the rotation
Reductions and exits
Additions and new positions

Sourced from public 13F filings of tracked investors. Educational research only — not investment advice.

Sourced from SEC EDGAR public filings