VFMO's sector mix shifted 22% since Aug 31, 2025. Energy went 2% to 12%; Financials fell 16% to 6% by May 31, 2026. The filings show a quiet identity change.

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DBS is now 24% of the iShares MSCI Singapore ETF. That's up from 0.3% in the prior filing. One name, a quarter of the fund.

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8:30am ET: Consumer Price Index release. The monthly inflation reading that moves rate expectations. An appointment, not a forecast.

https://www.bls.gov/schedule/news_release/cpi.htm
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32% of the 11,215 funds we price finished higher at yesterday's close (median move -0.75%). Crypto custody and dividend news led Thursday's market flow in this morning's edition.

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SDEM quietly swapped 12 points of Industrials for Consumer Defensive since Oct 31, 2025. The fund's sector mix shifted ~23% in a single quarter. It is no longer the same basket.

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Amazon is now 28.8% of the Fidelity MSCI Consumer Discretionary Index ETF (FDIS). That is up from 21.7% in the previous filing. One company just became a bigger slice of this fund than it has ever been in our records.

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56% of 10,723 funds finished higher at yesterday's close, with a median move of +0.22%. Mining earnings led while tech faced a negative news tilt. This morning's composed read.

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QDIV is no longer the fund it was in November. Since 2025-11-30, Financial Services jumped from 5% to 20% while Energy cut in half to 8%. A 23% sector mix shift in under a year. That is a new identity, not a tweak.

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56% of the 10,723 funds we price finished higher at yesterday's close, with a median move of +0.22%. Strong jobs data is weighing on financial funds ahead of CPI, per this morning's edition.

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The CPI drops Friday, Sept. 11, at 8:30am ET. That single monthly inflation print is the primary driver of current rate expectations.

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Global X MSCI Greece ETF (GREK) quietly flipped its sector mix.

Since Oct 31, 2025, Financial Services jumped from 39% to 51% while Consumer Cyclical halved to 8%.

That is a 25% reallocation in the fund's own filings.

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530 8-Ks read in the week ending Sept 6. That's the count, not commentary.

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PDP shifted ~25% of its sector mix since 2025-07-31. Industrials jumped from 29% to 42%, while Consumer Cyclical dropped from 15% to 6%. As of 2026-04-30, the fund has quietly changed what it is.

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