News / Taiwan / economic_daily
Institutional Investors Pivot to Active ETFs and High-Dividend Funds Amid Market Shifts
Finance · Investment Managers · economic_daily · 2026-09-06
00403, 00405, 00878
Institutional investors in Taiwan have ramped up buying of active and high-dividend ETFs, signaling a strategic shift toward both growth and defensive positioning.
What Happened
Institutional Buying Trends: Last week, institutional investors in Taiwan significantly adjusted their ETF portfolios, favoring active management strategies alongside traditional high-dividend and leveraged products. This shift highlights a strategic move to balance growth potential with defensive asset allocation.
Top ETF Performers: The Uni-President Upgrade 50 (00403A) led the buying spree with 460,000 shares, followed by Cathay Sustainable High Dividend and Fubon Taiwan Dragon. The top ten list reflects a diverse mix of three active ETFs, three high-dividend funds, and two leveraged products.
Macroeconomic Outlook: While U.S. manufacturing shows signs of cooling, the robust services sector continues to provide a solid foundation for economic stability. Furthermore, the U.S. Treasury's expansion of bond buybacks is expected to lower yields, improving overall market risk appetite.
AI Supply Chain Momentum: Capital expenditure trends from major global cloud service providers suggest that AI demand will remain strong through 2028. Taiwan's tech supply chain is well-positioned to benefit from this sustained demand, supporting a positive outlook for local corporate earnings.