US equity funds attract inflows for a second straight week

What happened

US equity funds received a net $6.6 billion in the seven days to November 11, marking a second consecutive week of inflows, though the total was about 56% below the prior week. Large-cap funds gained $11.64 billion, while mid- and small-cap funds had outflows; CoreWeave said it expects adjusted profitability in the first half of 2028.

Confirmed

Global impact / market context

The inflows show money continued entering US equity funds, but the sharp weekly slowdown and outflows from smaller-company funds point to uneven demand. CoreWeave’s profitability outlook may ease concern about borrowing-funded data-centre spending, potentially supporting confidence in technology investment, though it does not establish that the wider sector’s risks have passed.

Analyst inference

Fund flows were mixed across assets: sectoral funds had their largest weekly withdrawals in four weeks, while bond-fund inflows cooled to a three-week low. This split suggests investors favored large US companies over some sectors and smaller firms, while bond demand remained positive but weakened.

Confirmed

What to watch

1. Watch whether US equity fund inflows continue and whether large-cap gains broaden to mid- and small-cap funds, which recorded weekly withdrawals. Analyst inference
2. Track CoreWeave’s progress toward adjusted profitability in the first half of 2028 and whether customer demand and commitments support its stated outlook. Confirmed
3. Follow fund flows into sectoral and bond funds; sustained withdrawals could indicate weaker demand for those investments, while renewed inflows would show a reversal. Analyst inference

Evidence

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