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Deepen your sector rotation analysis. Sharpen your sector rotation strategies.

About EPFR data and insight

EPFR offers sector/industry group specific data from aggregate trends to fund level insight. Our data series is sourced through 20+ year relationships with fund managers and administrators - who provide data as part of their accounting process.

EPFR flows support the most granular and informed insights and are available at the following levels:

  • Asset Class Aggregate
  • Fund Group
  • Investment Manager
  • Individual Fund
  • Share Class

Comprehensive, transparent and robust updates available:

  • Daily
  • Weekly
  • Monthly
  • Historical

Analyse sector views with a bottom-up or top-down approach

Stock Allocations

How much of their portfolios are fund managers allocating to individual securities globally?

  • Over $7 trillion in assets; as reported data
  • Monthly (T+26)
  • Flat files; delivery via FTP only
  • Aggregate level

Stock Flows

Combines Fund Flows and Stock Allocations to estimate how much money is going into a given stock/security:

  • Over $7 trillion in assets; derived data set
  • Flat files; delivery via FTP only
  • Daily (T+1), Monthly (T+26)
  • Aggregate level
EPFR Stock Barometer

Sector rotation in the time of Covid’s second and third waves

Flows and allocations to different sectors and sector-related fund groups over the past 14 months have been marked by conviction, record inflows – and sharp changes of direction. EPFR’s data also captures some significant thematic shifts, download the reports below to gain the latest insight.

Sector Rotation: New Groups for new times

Investors and managers can now rotate within sectors and even geographic or thematic sub-groups of that sector, learn more, read ‘New Groups for new times’.

Sector Rotation: Asia Funds taking the biggest byte out of the future
 

Analysis of EPFR’s Industry Allocations dataset shows that managers of Equity Funds focused on the Asia-Pacific region, learn more, read ‘Asia Funds taking the biggest byte out of the future’.

Sector Rotation: Navigating between biotech and conventional healthcare getting tricky

Biotechnology – has claimed a growing share of the interest in, and flows to, EPFR-tracked Healthcare Sector Funds, learn more, read ‘Navigating between biotech and conventional healthcare getting tricky’.

Sector Rotation: A rotation towards technology with Chinese characteristics
 

Chinese tech sector rotation went into reverse in 3Q21, with China Technology Sector Funds starting a run that has seen them absorb over $22 billion. Learn more, in ‘A rotation towards technology with Chinese characteristics’.

Sector Rotation: Post-Covid still in the future
 

Investors who had been reducing their exposure to vaccine makers, online entertainment and commerce, green energy and the work-from-home story, abruptly reversed course, find out more with, ‘Post-Covid still in the future’.

Sector Rotation: Move to cash is not universal among APAC Equity Fund groups
 

Two groups, Hong Kong (SAR) and Taiwan (POC) Equity Funds, had smaller allocations and those for Japan and Singapore Equity Funds were virtually unchanged in ’Move to cash is not universal among APAC Equity Fund groups’, learn more.

Sector Rotation: Rotating back to gold in 1Q22

Russia’s invasion of the Ukraine, with its geopolitical and inflationary implications, has triggered a surge in flows to Gold Funds. Read ‘Rotating back to gold in 1Q22’.

Sector Rotation: Back to basics for Europe Sector Fund Flows
 

Europe Consumer Goods, Healthcare and Technology Sector Funds were the most popular groups during 4Q21 with sector-oriented investors in Europe, focused on the needs of the individual, read ‘Back to basics for Europe Sector Fund Flows’.

Sector Rotation: For European financials, picture looked the same through ESG lens

Rotation towards financial stocks occurred in both SRI/ESG and non-SRI/ESG Europe Regional Funds , in ‘For European financials, picture looked the same through ESG lens’...learn more.

Sector Rotation: US Equity managers double down on technology sector in 2022
 

For the second year running, the increase in their exposure to the technology sector dwarfed other shifts in the sector allocations, for Managers of diversified US Equity Funds, read ‘US Equity managers double down on technology sector in 2022’.

Sector Rotation: US Sector Funds slow to board the SRI/ESG train
 

Only 5% of the money absorbed by all US Sector Fund groups went to SRI/ESG funds. Read the full insight, ‘US Sector Funds slow to board the SRI/ESG train.’

Sector Rotation: Flows to US Sector Funds revert to the 2020 script during 2H22
 

Funds that provided exposure to healthcare, biotechnology, and to businesses tied to remote working, online commerce and home entertainment, enjoyed increased flows in ‘Flows to US Sector Funds revert to the 2020 script during 2H22’, discover more...


Sector rotation modelling

Overview on how to utilise fund flows and manager positioning to build a quantitative model for sector rotation

Combines Fund Flows and Stock Allocations to estimate how much money is going into a given stock/security:

  • Over $7 trillion in assets; derived data set
  • Flat files; delivery via FTP only
  • Daily (T+1), Monthly (T+26)
  • Aggregate level
EPFR Active Passive Sector
EPFR Flow Percentage Sector

What EPFR customers say...

“EPFR is extremely valuable, I will always want to work with this data. I value the flow and allocation insights highly as it really does help me to get a good idea of what is going on in the market.”

Vyacheslav Smolyaninov, Chief Strategist / Deputy Head Of Research, BCS

“If you are a macro-strategy team EPFR is a ‘must’. I don’t think there is a better flow and allocation data provider in the market.”

Main Sponsor, Financial Services Provider

“EPFR is a data set that is useful as a comparison across markets, regions and asset classes. The data will tell you what is happening from one region to another, meaning you can better understand investor sentiment.”

Kenneth Chan, SVP Global Quantitative Strategist, Jefferies Hong Kong Limited

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