Flows are rotating into WEC while HLIO weakens

🇺🇸 A clear flow shift is underway, with inflows edging outflows but a big outflow from $HLIO (Helios Technologies, Inc.) warns of underlying weakness. Despite a modest net positive of 20 active flow clusters, the largest exit from HLIO with -$415M signals a significant rotation away from the theme, contrasting sharply with WEC’s +$27M inflow. This divergence suggests caution on the broader theme, even as some pockets of support hold. The key move is the massive exit from HLIO, which confirms a shift out of energy-related themes, while WEC and CRSP continue to attract modest inflows. The next test is whether WEC's inflow sustains or the HLIO outflow accelerates further. Watch for whether the rotation broadens or remains concentrated in a few names; that will determine if the theme's weakness spreads or stays contained.