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Institutional Investors Heavily Accumulate Active ETFs in Latest Market Rally
Finance · Investment Managers · economic_daily · 2026-10-11
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Institutional buying in Taiwan's ETF market shows a strong preference for active management, with seven of the top ten purchases being active ETFs.
What Happened
Institutional Activity: Active ETFs dominated institutional buying last week, accounting for seven of the top ten most purchased ETFs, led by the Uni-President Upgrade 50 ETF with 459,000 shares. The top five ETFs each saw inflows exceeding 100,000 shares, signaling a pickup in institutional momentum.
Industry Insights: Investment teams emphasize that Taiwan's role as a global AI supply chain hub creates diverse opportunities across semiconductors, infrastructure, and thermal management. As market differentiation increases, the value of active stock selection in identifying winners becomes more pronounced.
AI Momentum: AI remains the most visible growth driver for the electronics sector heading into the fourth quarter. Driven by new NVIDIA platform shipments and expanded cloud infrastructure spending, order visibility for key suppliers now extends well into 2027.
Strategic Focus: While the AI-driven capital expenditure cycle is robust, analysts warn that benefits will not be distributed evenly. Investors are encouraged to focus on companies with clear competitive advantages within the supply chain to navigate the evolving market landscape.
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