Flows are rotating into SEI while AGG weakens

🇺🇸 Equities flow shifted notably today, with inflows outpacing outflows for the first time in recent sessions, signaling a tentative shift in investor sentiment. The market saw 111 active inflow clusters against 160 outflows, but the main story is the sharp move into $SEI (Solaris Energy Infrastructure,), which attracted $35M - reversing the prior risk-off tone driven by AGG’s $37M exit. The largest outflow remains from AGG, confirming continued bond caution, while SEI's inflow indicates some rotation into asset managers amid broader risk appetite. The next test is whether this inflow into SEI can sustain, or if the flow reverses once the initial buying pressure fades. Watch for whether other sectors join in or if the flow pattern reverts to risk-off.