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Active ETFs Favor Traditional Sectors Over Tech in Latest Buying Spree
Finance · Investment Managers · economic_daily · 2026-10-11
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Recent data on active ETF holdings in Taiwan shows a defensive shift, with eight out of the top ten additions coming from traditional industries.
What Happened
Buying Trends: Last week's top additions by active ETFs in Taiwan were led by Taiwan Cement, Uni-President, and Nan Ya Plastics, with traditional sectors dominating eight of the top ten spots. Overall buying momentum cooled slightly compared to the previous week, with only the top three stocks seeing additions exceeding 3,000 shares.
Sector Allocation: The data highlights a defensive tilt in active management, as tech stocks accounted for only two of the top ten additions. Fund managers noted that the diverse technical barriers and supply-demand dynamics across the tech supply chain offer significant opportunities for active stock picking.
Market Outlook: As the fourth quarter begins, market attention is shifting toward September revenue reports and third-quarter earnings. Investors are closely watching whether the rally in Taiwan's stock market can broaden from large-cap stocks to a wider range of tech supply chain components.
Future Growth: Beyond established themes like advanced manufacturing and AI servers, analysts are monitoring demand shifts toward components, thermal management, and power infrastructure. Corporate guidance and earnings results will be critical in confirming whether current industry growth trends remain sustainable.