According to @EricBalchunas, the Invesco S&P 500 Equal Weight ETF (RSP) ranked 4th in overall ETF inflows at the start of 2026 with $3.6 billion, highlighting strong demand for equal-weight exposure (source: @EricBalchunas on X, Jan 16, 2026). According to @EricBalchunas, the flow pattern reflects an "equal-weighted kinda year" as laggards, mid caps, and brick-and-mortar sectors catch up to mega-cap leaders, suggesting broader market participation to monitor for relative performance trades (source: @EricBalchunas on X, Jan 16, 2026). According to Invesco, RSP tracks the S&P 500 Equal Weight Index and allocates equal weight to each S&P 500 constituent, reducing mega-cap concentration versus cap-weighted benchmarks and providing diversified sector exposure for rotation strategies (source: Invesco RSP fund information). According to the International Monetary Fund, crypto assets such as BTC and ETH have shown rising correlation with U.S. equities since 2020, so shifts in U.S. equity breadth can influence crypto risk sentiment and cross-asset flows (source: IMF blog, "Crypto Prices Move More in Sync With Stocks, Posing New Risks," Jan 2022).

According to @charliebilello, 2026 YTD total returns show Small Caps IWM up 6.2 percent, S&P 500 Equal Weight RSP up 3.3 percent, and the S&P 500 SPY up 1.8 percent, indicating early leadership from smaller names and equal-weight versus cap-weight benchmarks, source: Charlie Bilello on X, Jan 14, 2026. The source explicitly asks whether the average stock will finally outperform in 2026 after years of lagging large caps and the Mag 7, underscoring that traders are monitoring a potential breadth shift, source: Charlie Bilello on X, Jan 14, 2026. Relative strength now favors IWM over SPY on a YTD basis, which is a key rotation indicator for equity long short and factor positioning models, source: Charlie Bilello on X, Jan 14, 2026. For crypto context, research has documented a higher correlation between Bitcoin and US equities since 2020, making equity breadth and leadership changes relevant inputs for crypto risk assessment, source: IMF Blog Crypto Prices Move More in Sync With Stocks, Jan 2022.