Across 3889 funds with a position change, 2043 added / 1846 trimmed Consumer Discretionary this quarter. The names and managers driving it are below.
13F holdings are filed up to 45 days after quarter-end; positions are as of 2026-06-30 and were broadly public by ~2026-08-14. This is where money WAS, not where it is now.
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Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
10 names · conviction-weighted net flow
2 names · conviction-weighted net flow
Highest conviction-weighted net flow by fund