And you thought the U.S. stocks were out of favor. Then came October. While $20.4 billion got pulled out of mutual funds that invest long-term in U.S. stocks, money was flooding into exchange-traded funds that invested in U.S. stocks.

In one month, the total market for U.S. ETFs jumped $109 billion or 11 percent, to $1.1 trillion, according to statistics kept by the National Stock Exchange.

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