Surge in Individual Interest in Defense ETFs

According to Samsung Asset Management, the net purchases by individual investors for 'KODEX Defense TOP10' and its leverage version ETFs amounted to 110.1 billion won over two days following the onset of the U.S.-Iran conflict. This unprecedented net purchase is attributed to the heightened significance of the defense industry amidst increasing global geopolitical risks. KODEX Defense TOP10 recorded a daily return of 13.3%, while its leverage version posted an impressive 28.5% return.
Particularly, the net assets of KODEX Defense TOP10 reached 426.4 billion won as of the previous day, with approximately 25% of its total assets bought by individual investors. This indicates that amidst expanded volatility in global securities markets, defense ETFs are emerging as a relatively stable investment alternative. Additionally, the high export ratio and technological prowess of the defense industry further enhance its investment allure.
The conflict between the U.S. and Iran, along with issues like tensions in Russia and Ukraine, is also drawing increased attention to the defense industry. Individual investors are focusing on the stability and potential returns of defense ETFs even amidst a downturn in the domestic stock market, demonstrating sustainable growth potential. This trend is anticipated to have significant implications for future investment flows in the defense industry.
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KODEX Defense ETF Duo Records KRW 110.1 Billion in Personal Net Purchase Over Two Days - NewsPim[Seoul=NewsPim] Reporter Yang Tae-hoon = Following the outbreak of war between the U.S. and Iran, individual investor funds are focusing on domestic defense ETFs. On the 5th, Samsung Asset Management reported that the total personal net purchase for two days (3rd-4th) of KODEX Defense TOP10 and KODEX Defense TOP10 Leverage recorded KRW 110.1 billion.
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Samsung Asset Management Purchases 100 Billion Won in Two KODEX Defense ETFs - Hans EconomySeoul = Hans Economy Reporter Kim Yujin | Samsung Asset Management announced on the 5th that the net purchase by individuals of two KODEX defense ETFs totaled 110.1 billion won over two days. This is interpreted as a result of increased interest in the defense industry following the U.S. attack on Iran on the 28th of last month. The current net assets of the two ETFs, KODEX Defense TOP10 and KODEX Defense TOP10 Leverage, amount to 426.4 billion won. KODEX Defense TOP10 is an ETF that invests in domestic defense companies with defense sector sales, a high proportion of overseas exports, and AI defense advanced technology. Major constituent stocks include Korea Aerospace Industries, Hanwha Aerospace, and Hyundai Rotem.
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KODEX Defense ETFs surpass personal net purchase of 100 billion won in two days - edaily.co.krSamsung Asset Management announced on the 5th that private net purchases of 'KODEX Defense TOP10' and 'KODEX Defense TOP10' Leverage recorded a total of 110.1 billion won in two days. Amid increasing volatility in the global stock market due to the U.S.-Iran war, funds from investors are flowing into exchange-traded funds (ETFs) investing in the defense industry ...
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Retail Investors Rush to Defense ETFs Amid Iran War… Net Purchase of 180 Billion in Two Days - SBS Biz[Provided by Samsung Asset Management = Yonhap News] As the war between the United States, Israel, and Iran expands global market volatility, funds are flocking to ETFs (Exchange Traded Funds) that invest directly in the defense industry. According to financial information company FnGuide on the 5th, individual investors made net purchases of 178.7 billion won of 7 domestic defense ETFs listed domestically over the two days of the 3rd and 4th.…
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Samsung Asset Management, Personal Net Buying of Over 100 Billion Won in KODEX Defense ETFs in Two Days - meconomynews.comSamsung Asset Management announced on the 5th that 110.1 billion won in personal net buying funds flowed into two KODEX Defense Index Funds (ETFs) over two days. The ETFs in question are KODEX Defense TOP10 and KODEX Defense TOP10 Leverage. Interest in the defense industry has risen following the U.S. attack on Iran on the 28th of last month, affecting these ETFs. The current net assets of the two ETFs have expanded to 426.4 billion won. KODEX Defense TOP10 is a product that selectively incorporates companies based on defense sector sales and overseas export proportions among domestic defense companies. Additionally, it considers the possession of AI advanced defense technology.
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