KODEX net assets 200trillion won surpassed, accelerating consolidation in the ETF market
KODEX surpassed 200trillion won in net assets, making the growth in scale of Korea’s ETF market more visible. Hana Asset Management’s US benchmark index ETFs 4funds reached 1trillion won, while KODEX AI Semiconductor TOP2Plus reached 4trillion won, and Timefolio’s active ETFs each surpassed 9trillion won.

KODEX 2026in 6on 1surpassed 200trillion won in net assets. KODEX recorded the largest scale in Korea’s ETF market with this figure. Competition among asset managers for net assets is gathering pace.
Hana Asset Management’s US benchmark index ETFs 4funds 2026in 6on 2exceeded 1trillion won in net assets. These ETFs are classified as products tracking overseas indices. Investor interest is concentrating on individual products.
KODEX AI Semiconductor TOP2Plus ETF surpassed 4trillion won in net assets, as a result of increased weightings in Samsung Electronics and SK hynix. The asset manager disclosed that it had driven inflows into the product by increasing the weight of specific stocks. The product is positioned around the AI and semiconductor theme.
TIMEFOLIO's active ETFs, since their launch5years later, net assets9reached trillion won. The products include active stock selection and options-trading strategies. According to the fund management report, funds flowed in from both institutional and individual investors.
Flows in group-affiliated ETFs varied by stock. ETFs related to LG affiliates saw relatively larger inflows. By contrast, POSCO-affiliated ETFs experienced outflows.
The ACE High Dividend Stocks Plus Covered Call Active ETF, listed by Korea Investment & Securities, combines a high-dividend strategy with covered calls. The product seeks returns and options premiums by adding selected stocks to high-dividend stocks. The disclosed materials included this investment strategy as of the listing date.
Several asset managers are expanding their net assets through large-scale and active ETFs. Disclosures confirm that themes and management approaches differ by product. Investors can check each ETF's holdings and strategy in investor reports and disclosure materials.