深潮TechFlow
深潮TechFlow|Jul 19, 2026 03:45
[Samsung Securities: 'Concentrated' Investment Trend Emerging in South Korea's ETF Market, Funds Flowing Rapidly to Leading Stocks] Deep Tide TechFlow reports that on July 19, according to South Korean media NATE, Samsung Securities released a report stating that a 'concentrated' investment trend is emerging in South Korea's ETF market. ETFs that reduce the number of holdings and increase the weight of leading companies have become a new hotspot, with investors preferring to focus their bets on core leading companies within various themes through ETFs. Currently, the supply and demand for 'super-concentrated ETFs,' which significantly compress the number of holdings in the South Korean market, are rapidly growing. Traditional industry or thematic ETFs typically hold 30 to 50 or more stocks, whereas super-concentrated ETFs exclude secondary companies in fields such as semiconductors, robotics, and tech giants, focusing solely on 1 to 2 core leaders. Data shows that the equal-weight ETF MAGS, centered around the 'Big Seven' in the U.S., has outperformed the Nasdaq 100 Index and the S&P 500 Index, further boosting market confidence in concentrated ETFs. As of July 13, the SOL AI Semiconductor TOP2 Plus ETF reached a scale of 5.787 trillion Korean won, becoming the largest ETF launched this year. The ACE K Semiconductor TOP2+ ETF and 1Q K Semiconductor TOP2+ ETF also reached scales of 291.4 billion Korean won and 245.5 billion Korean won, respectively.
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