Signs of overheating in the ETF market? KODEX 200 trillion and AI semiconductor ETF 4 trillion surpassed
KODEX's total net assets reached 200 trillion won. One AI semiconductor-themed ETF exceeded 4 trillion won, and Hana Asset Management's U.S. major index ETFs 4 each surpassed 1 trillion won in net assets.
Funds continue to shift in South Korea's ETF market. The net assets of Hana Asset Management's U.S. major index ETFs 4 each exceeded 1 trillion won. These ETFs track foreign stock indices.
KODEX AI Semiconductor TOP2 Plus ETF's net assets surpassed 4 trillion won. The operator said it had increased the weighting of “Samsung Electronics and SK hynix” among the fund's top holdings. This increase expanded the ETF's asset base.
The total net assets of the entire KODEX brand reached 200 trillion won. This figure is the combined total of several ETFs in the KODEX lineup. The brand's overall pool of assets grew.
TIMEFOLIO's active ETFs, 5 years after launch, net assets 9 trillion won. The products use an approach in which the manager actively selects securities for inclusion. Inflows into active strategies have been confirmed.
Trends among group-affiliated ETFs also diverged. LG-related group ETFs performed relatively strongly, while POSCO-related group ETFs weakened. Differences in constituent weightings and price movements led to differences in ETF performance.
Korea Investment & Securities listed the ACE High Dividend Stocks Plus Covered Call Active ETF. The ETF combines a covered-call strategy with a portfolio that includes high-dividend stocks and reflects “Samjeon-Hynix.” It is a new product that promotes an income-generation structure using options.