According to Samsung Securities, as of July 13, South Korea's ETF market is experiencing a surge in concentrated investment products that focus on fewer holdings and larger positions in leading companies. Ultra-concentrated ETFs, which hold only one or two core companies in sectors like semiconductors, robotics, and tech rather than 30-50 stocks like traditional ETFs, are seeing rapid growth in demand.
SOL AI Semiconductor TOP2 Plus ETF reached 5.787 trillion Korean won in assets under management, making it the largest ETF launched this year, according to NATE. ACE K Semiconductor TOP2+ ETF and 1Q K Semiconductor TOP2+ ETF held 291.4 billion and 245.5 billion Korean won respectively.