Count Rises to 95檔, Beneficiaries Hit New High for Two Consecutive Weeks
With newcomer 主動群益核心50 (00415A) joining, the number of Taiwan equity ETFs has risen to 95檔, a new record high. According to 集保所 statistics as of 10月22日, Taiwan equity ETF beneficiaries reached 1958.01萬, a record high for two consecutive weeks, with a weekly increase of about 32.99萬人次 and a year-to-date cumulative increase of about 740.66萬人次. By individual fund performance, 主動中信台灣收益 (00406A) led with a weekly increase of 5.92萬人, followed by 00415A and 元大台灣50 (0050) with increases of about 4.91萬 and 4.25萬人次 respectively, showing continued fund inflows into active, market-cap and high-dividend ETFs.
Among Taiwan equity ETFs with record-high beneficiaries, 主動中信台灣收益 (00406A) now has 40.06萬人 beneficiaries, with a weekly increase of 59164人, the largest gain among the 10 funds listed; newly listed 00415A has 49144人 beneficiaries. Market-cap ETF leader 0050 has reached 372.04萬人 beneficiaries, with a weekly increase of 42518人 and a year-to-date increase of about 168.47萬人, remaining firmly at the top of the Taiwan ETF popularity ranking.
High Dividends Steady Sentiment, Small/Mid-Cap Newcomers Surge Together
For high-dividend ETFs, 元大高股息 (0056) now has 174.12萬人 beneficiaries, with a weekly increase of 25265人; 群益台灣精選高息 (00919) has 150.06萬人, with a weekly increase of 4985人. The two funds have increased by about 21.03萬 and 23.09萬人 respectively this year, showing that high-dividend products remain attractive amid Taiwan stock market volatility. In addition, 主動野村台灣50 (00985A) added 19018人 in a week to 15.54萬人 beneficiaries; 群益半導體收益 (00927) added 14809人 to 23.69萬人; 凱基台灣TOP50 (009816) added 12185人 to 98.65萬人 beneficiaries, approaching the 1-million mark.
Looking ahead for the Taiwan market, the 群益投信 active Taiwan equity ETF research team said that in addition to support from corporate fundamentals, investors still need to watch international equities and foreign capital flows. With the AI wave driving industrial restructuring, large technology leaders are gradually becoming the core of market growth, drawing attention to market-cap investing. However, amid sector rotation and divergent stock performance, investment strategy should still emphasize stock selection rather than simply chasing index gains. 主動群益核心50 ETF manager 許育誌 noted that investors can focus on industry leaders with stable earnings, high-priced stocks with growth potential under the AI trend, and promising companies benefiting from 新興 business opportunities, with Taiwan manufacturers in wafer foundry, PCB/CCL, semiconductor assembly and testing, and power supply sectors all poised to benefit from AI infrastructure demand. 群益半導體收益 and 群益台灣精選高息 ETF manager 謝明志 believes investors can continue to focus on industry leaders with solid fundamentals and competitive advantages, especially in advanced semiconductor processes, equipment, communications and AI applications, and allocate between growth and high-dividend ETFs according to their own risk tolerance.