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Amidst Global Conflict, Investors Flood ESG-Focused Fund - ETF Winners And Losers: Mid-Cap Flows

Amidst Global Conflict, Investors Flood ESG-Focused Fund - ETF Winners And Losers: Mid-Cap Flows

在全球冲突中,投资者涌入以ESG为重点的基金——ETF的赢家和输家:中型股流动
Benzinga ·  2023/10/12 16:57

We performed a screening of medium-cap ETFs – defined as having Assets Under Management (AUM) between $2 billion and $10 billion – to determine what funds had the largest change in net assets on the week, according to data from etfdb.com. Only non-leveraged funds were considered.

根据etfdb.com的数据,我们对中型股交易所买卖基金(定义为管理的资产(AUM)在20亿至100亿美元之间进行了筛选,以确定哪些基金本周净资产变化最大。只考虑非杠杆基金。

Winners

赢家

iShares MSCI USA ESG Select ETF (NYSE:SUSA)

iShares 摩根士丹利资本国际美国ESG精选ETF (纽约证券交易所代码:SUSA)

SPTS added $632.37 million in net assets over the trailing week.

SPTS在过去一周增加了6.3237亿美元的净资产。

The iShares MSCI USA ESG Select ETF offers exposure to a wide breadth of companies with high Environmental, Social, and Governance (ESG) ratings.

iShares MSCI USA ESG Select ETF为众多环境、社会和治理(ESG)评级较高的公司提供投资机会。

SUSA has $4.52 billion in AUM and an expense ratio of 0.25%. The fund has holdings in 185 companies, with the 10 largest comprising 26.12% of the fund.

SUSA拥有45.2亿美元的资产管理规模,支出比率为0.25%。该基金持有185家公司,其中最大的10家公司占该基金的26.12%。

The fund's largest holdings are Microsoft Corporation (NASDAQ:MSFT) and Apple Inc. (NASDAQ:AAPL) making up 5.22% and 5.17% of the fund, respectively

该基金最大的持股量是 微软公司 (纳斯达克股票代码:MSFT)和 苹果公司 纳斯达克股票代码:AAPL)分别占该基金的5.22%和5.17%

SUSA has added $952.00 million in net assets YTD.

SUSA年初至今增加了9.52亿美元的净资产。

Materials Select Sector SPDR Fund (NYSE:XLB)

材料精选行业SPDR基金 (纽约证券交易所代码:XLB)

XLB added $325.29 million in net assets over the trailing week.

XLB在过去一周增加了3.2529亿美元的净资产。

The Materials Select Sector SPDR Fund offers exposure to the US materials sector. This is often a small portion of larger broad-based US market ETFs, but a sector with large potential upside and an attractive option for those looking to indirectly access commodity markets.

材料精选行业SPDR基金为美国材料行业提供投资机会。这通常是规模较大的美国市场交易所买卖基金的一小部分,但这个行业具有巨大的潜在上行空间,对于那些希望间接进入大宗商品市场的人来说,这是一个有吸引力的选择。

XLB has $5.40 billion in AUM and an expense ratio of 0.10%. The fund has holdings in 31 companies, with the 10 largest comprising 65.65% of the fund.

XLB的资产管理规模为54.0亿美元,支出比率为0.10%。该基金持有31家公司,其中最大的10家公司占该基金的65.65%。

The fund's largest holdings are Linde plc. (NASDAQ:LIN) and Air Products and Chemicals, Inc. (NYSE:APD) making up 20.88% and 7.22% of the fund, respectively.

该基金最大的持股是 Linde plc. (纳斯达克股票代码:LIN)和 空气产品和化学品有限公司 纽约证券交易所代码:APD)分别占该基金的20.88%和7.22%。

XLB has lost $134.09 million in net assets YTD.

XLB年初至今已损失1.349亿美元的净资产。

Losers

失败者

SPDR Bloomberg High Yield Bond ETF (NYSE:JNK)

SPDR 彭博高收益债券ETF (纽约证券交易所代码:JNK)

JNK lost $941.88 million in AUM on the week.

JNK本周资产管理规模亏损9.4188亿美元。

The SPDR Bloomberg High Yield Bond ETF offers exposure to so-called corporate junk bonds. These are middle-rated bonds with a minimum of one year to maturity.

SPDR彭博高收益债券ETF提供所谓的公司垃圾债券敞口。这些是中等评级债券,到期日至少一年。

JNK has $6.01 billion in AUM and an expense ratio of 0.40%.

JNK拥有60.1亿美元的资产管理规模,支出比率为0.40%。

YTD, JNK has lost $2.94 billion in AUM.

年初至今,JNK的资产管理规模已经损失了29.4亿美元。

SPDR Bloomberg Short Term High Yield Bond ETF (NYSE:SJNK)

SPDR 彭博短期高收益债券ETF (纽约证券交易所代码:SJNK)

SJNK lost $375.90 million in AUM on the week.

本周SJNK的资产管理规模亏损了3.759亿美元。

The SPDR Bloomberg High Yield Bond ETF is very similar to JNK, however, the bonds held by SJNK are dated on a shorter term.

SPDR彭博高收益债券ETF与JNK非常相似,但是,SJNK持有的债券的期限较短。

SJNK has $3.35 billion in AUM and an expense ratio of 0.4%. The fund has holdings in 32 companies, with the 10 largest comprising 60.30% of the fund.

SJNK的资产管理规模为33.5亿美元,支出比率为0.4%。该基金持有32家公司,其中最大的10家占该基金的60.30%。

YTD, SJNK gained $28.10 million in AUM.Featured photo by Антон Дмитриев on Unsplash

年初至今,SJNK的资产管理规模增长了2,810万美元。精选照片来自ಲ²²Unsplas

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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