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"Trump Trade" ETF Version! Here are 5 ETFs with accelerated inflows of funds

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ビットバレー投資家 wrote a column · Jul 16, 2024 14:41
"Trump Trade" is becoming activedue to the assassination attempt on former President Trump over the weekend, the possibility of his comeback has increased. On July 15th, in the US stock market, sectors such as energy, finance, and capital goods that can benefit from a Trump presidency ranked in the top 3 in terms of sector-specific growth rates. In the past month as well, these 3 sectors have been among the top gainers in terms of percentage increasesfunds flowing into related ETFs are acceleratingI am doing. This time, will cover the U.S.-listed ETF as the "Trump Trade" ETF version
, please refer to the individual stock section of the July 15th issue of "Is Trump's advance taking over the stock market? Who will be the winners in the Trump market?". The Japanese stock version of the "Trump Trade" will be published on July 17th.
Are fund flows to ETFs reflecting the "AI boom" and "Trump Trade"?
U.S.-listed Funds flow into sector ETFs.Investors are.trying to incorporate the 'AI boom' + 'Trump trade'.Over the past month, it can be seen.

Top 5 ETFs in terms of inflow of funds in the past 1 monthFinancial stocks ETF, $Financial Select Sector SPDR Fund (XLF.US)$information technology ETF, $Vanguard Information Technology ETF (VGT.US)$energy ETF. $Energy Select Sector SPDR Fund (XLE.US)$、コミュニケーション・サービス株の $The Communication Services Select Sector SPDR® Fund (XLC.US)$、半導体株の $VanEck Semiconductor ETF (SMH.US)$が並んだ。うちVGTやXLC、SMHの3つのハイテク株ETFはAIブームの恩恵が期待できるのに対し、XLFとXLEの2つのETFはトランプ氏当選の恩恵が期待できるとされるセクターETFとなっている。
セクターETFへの資金フローは、「AIブーム」+「トランプ・トレード」を反映か
セクターETFへの資金フローは、「AIブーム」+「トランプ・トレード」を反映か
Year-to-date, as well as fund flows over the past 1 year and past 3 years.When combined and examined, the High-Tech Stock ETF has been experiencing consistent inflows of funds.while Financial Stock ETF has seen capital inflows in the past month,inflows.and Energy sector ETFhas seen capital inflows in the past month,a shift from outflows to inflows of funds.It is among the top 10 in terms of fund inflows.Industrial sector ETFof $Industrial Select Sector SPDR Fund (XLI.US)$has experienced an acceleration in fund inflows year-to-date.Materials sectorof $Materials Select Sector SPDR ETF (XLB.US)$has seen capital inflows since the beginning of the year,Increasing the ratio of defensive stocks like utilities industry would be wise.of $Utilities Select Sector SPDR Fund (XLU.US)$has seen capital inflows in the past month,Capital inflows have turned. Given the high possibility of expansionary fiscal policies if Mr. Trump is elected, buying interest has emerged in these sectors.

Following the television debate leading up to the U.S. presidential election on June 27, as well as the attempted assassination of Mr. Trump last weekend,Considering the increasing likelihood of Mr. Trump's election, there may also be a continued inflow of funds into these ETFs.If your U.S. stock investment portfolio has become too focused on the AI boom, it might be a good idea to consider incorporating these Trump trades as well.
Five selected Trump trade ETFs that are seeing accelerated fund inflows
1) $Financial Select Sector SPDR Fund (XLF.US)$
Aiming to achieve investment results at the level of the Financial Select Sector. The index is composed of stocks of financial services-related companies such as investment management and commercial & corporate banks.
The top 5 constituent stocks (as of July 15th, etc) are, $Berkshire Hathaway-B (BRK.B.US)$ $JPMorgan (JPM.US)$ $Visa (V.US)$ $MasterCard (MA.US)$ $Bank of America (BAC.US)$
"Trump Trade" ETF Version! Here are 5 ETFs with accelerated inflows of funds
2) $Energy Select Sector SPDR Fund (XLE.US)$
Aiming for investment results that track the Energy Select Sector Index. Holding shares of large US energy companies. Investing in companies engaged in the development and production of crude oil and natural gas, drilling, and other energy-related services.
The top 5 constituent stocks are, $Exxon Mobil (XOM.US)$ $Chevron (CVX.US)$ $EOG Resources (EOG.US)$ $Schlumberger (SLB.US)$ $ConocoPhillips (COP.US)$
"Trump Trade" ETF Version! Here are 5 ETFs with accelerated inflows of funds
3) $Industrial Select Sector SPDR Fund (XLI.US)$
Aim to achieve investment results linked to the Industrial Select Sector Index. Holding large industrial stocks in the United States. Primarily invest in industrial products, including electrical and construction equipment, waste management, and machinery.
The top 5 constituent stocks are $GE Aerospace (GE.US)$ $Caterpillar (CAT.US)$ $Uber Technologies (UBER.US)$ $Union Pacific (UNP.US)$ $Honeywell (HON.US)$
"Trump Trade" ETF Version! Here are 5 ETFs with accelerated inflows of funds
4) $Materials Select Sector SPDR ETF (XLB.US)$
Aiming for investment results linked to the Materials Select Sector Index. Including companies in the following industries: chemicals, construction materials, containers & packaging.
The top 5 constituent stocks are $Linde (LIN.US)$ $Sherwin-Williams (SHW.US)$ $Freeport-McMoRan (FCX.US)$ $Ecolab (ECL.US)$ $Air Products & Chemicals (APD.US)$
"Trump Trade" ETF Version! Here are 5 ETFs with accelerated inflows of funds
5) $Utilities Select Sector SPDR Fund (XLU.US)$
Aiming to achieve investment results linked to the Utility Select Sector Index. Including stocks belonging to the telecom services, electrical utilities, and natural gas sales industries.
The top 5 constituent stocks are $NextEra Energy (NEE.US)$ $Southern (SO.US)$ $Duke Energy (DUK.US)$ $Constellation Energy (CEG.US)$ $Sempra Energy (SRE.US)$
"Trump Trade" ETF Version! Here are 5 ETFs with accelerated inflows of funds
On July 16, 2024, Market Analyst Amelia
Source: Created by moomoo Securities from Bloomberg
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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