After the market rebounded for two consecutive weeks, some bottom reading funds began to leave the market at high prices. Based on the average transaction price of the range, the total net outflow of the six index ETFs this week was about 1.9 billion yuan, of which the net outflow of SSE 50ETF was 920 million yuan, the net outflow of CSI 300etf was 660 million yuan, and the net inflow of Kechuang ETF was 550 million yuan.
stock index continues to rebound
This week, the Shanghai and Shenzhen stock markets traded 4.07 trillion yuan, of which the Shanghai stock market traded 1.81 trillion yuan this week. As of the latest closing, the Shanghai index closed at 314657, up 2.02% for the whole week, and the Shenzhen composite index closed at 1145453, up 2.64% for the whole weekP align = “center” performance of major stock indexes and related ETFs this week
The main stock indexes continued to rebound this week. Kechuang 50, Kechuang venture 50, gem index, CSI 500, CSI 300 and SSE 50 rose by 3.42%, 2.93%, 2.51%, 2.29%, 2.23% and 2.17% respectively.
In terms of tracking major indexes, in addition to the 513 million increase in Kechuang 50ETF, the shares of Shanghai Stock Exchange 50ETF, Shanghai and Shenzhen 300etf, gem ETF, CSI 500etf and mass entrepreneurship 50ETF decreased by 332 million, 168 million, 121 million, 88 million and 39 million respectively.
On the whole, after the market rebounded for two consecutive weeks, some bottom reading funds began to leave at high prices. Based on the average transaction price of the range, the total net outflow of the six index ETFs this week was about 1.9 billion yuan, of which the net outflow of Shanghai Stock Exchange 50ETF was 920 million yuan, the net outflow of Shanghai and Shenzhen 300etf was 660 million yuan, and the net inflow of Kechuang ETF was 550 million yuan.
According to a research report released by a securities firm, in the short term, the market presents a shock process after a rapid rebound. Although the peripheral index is still under great pressure, A-Shares show a certain resistance to decline. If the index does not break in the consolidation adjustment, it will accumulate more strength for the upward attack in the next stage. It is suggested to be patient and select and allocate stocks from a medium – and long-term perspective in the process of market consolidation.
real estate with small increase is the most sought after by funds
In terms of industry themed ETF, there were 11 funds with a share increase of more than 100 million this week, of which the shares of real estate ETF, pharmaceutical ETF, home appliance fund and military ETF increased by 708 million, 405 million, 333 million and 309 million respectively, with a net inflow of 554 million yuan, 190 million yuan, 340 million yuan and 325 million yuan respectively.
It is worth noting that the real estate ETF with the largest amount of funds bought rose only 0.26% this week, far below the market index.
In terms of capital outflow, the share of 16 industry themed ETFs decreased by more than 100 million this week. The share of Zhangjiang ETF, semiconductor ETF and power ETF decreased by 544 million, 328 million and 308 million respectively, with a net outflow of 549 million yuan, 307 million yuan and 309 million yuan respectively.
Since April this year, real estate ETFs have continued to be favored by funds, and their shares have soared. At present, the fund shares have reached 5.747 billion, a record high.
In addition, in this round of adjustment, the pharmaceutical ETF, which was bought more and more by investors, hit a record high of 14.835 billion this week.
Overall, in terms of 386 industry themed ETFs, 227 shares increased and 159 decreased this week, and more than half of the fund shares increased.
HSI technology was bought by funds
Commodity ETF this week, except for soybean meal ETF and nonferrous ETF, which rose by 2.94% and 1.27% respectively, other varieties generally fell, of which gold related ETF generally fell by about 0.4%.
There were 14 cross-border ETFs with a turnover of more than 1 billion yuan this week. From the perspective of market performance, except for the decline of NASDAQ ETF and S & P 500 tracking US stocks, other varieties generally rebounded sharply, of which zhonggai Internet ETF rose by more than 5%.
It is worth noting that the share of Hang Seng index technology increased by 1.473 billion this week, with 18.553 billion fund shares, a record high.
next week’s passive fund allocation direction
The heavy position stocks of funds have always been the focus of investors’ attention, but the heavy position stocks of actively managed funds usually emerge with a certain lag, while the subject matter of ETF layout is very clear. By tracking the newly listed ETF, we can usually find the recent hot individual stocks, and the incremental funds brought by the newly listed ETF are also worthy of attention.
There is no ETF disclosure next week.
In terms of issuance, at present, three etfetfs have disclosed that they will be issued next week. The tracking targets are global China Internet, MSCI China A-share ESG and Zhixuan 500, with stable value.
CSI Global China Internet Index selects the securities of the 30 largest Chinese Internet companies listed in the world as the index sample to reflect the overall performance of the securities of Chinese Internet companies listed in the world. The top three heavyweights are Tencent holdings, Alibaba and meituan-w.
CSI smart select value robust strategy index series takes CSI 300, CSI 500 and CSI 1000 as the sample space respectively, and uses factors such as quality, value and volatility to select and weight, aiming to provide investors with multi factor strategic investment tools based on broad-based index. The top three heavyweights are China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , Xiamen C&D Inc(600153) and China Meheco Group Co.Ltd(600056) .
