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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

在全球衝突中,投資者湧入以ESG爲重點的基金——ETF的贏家和輸家:中型股流動
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.

根據etfdb.com的數據,我們對中型ETF-定義為管理資產(AUM)在20億美元至100億美元之間-進行了篩選,以確定哪些基金本週的淨資產變化最大。只考慮了非槓桿基金。

Winners

優勝者

iShares MSCI USA ESG Select ETF (NYSE:SUSA)

IShares MSCI USA ESG精選ETF(紐約證券交易所股票代碼:SUSA)

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

SPTS在過去一週增加了6.3237億美元的淨資產。

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精選ETF為廣泛的環境、社會和治理(ESG)評級較高的公司提供敞口。

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擁有45.2億美元的AUM,費用比率為0.25%。該基金持有185家公司的股份,其中最大的10家公司佔該基金的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

該基金最大的持有量是微軟公司(納斯達克:MSFT)和蘋果。(納斯達克代碼:AAPL)分別佔該基金的5.22%和5.17%

SUSA has added $952.00 million in net assets YTD.

Susa今年淨資產增加了9.52億美元。

Materials Select Sector SPDR Fund (NYSE:XLB)

材料精選行業SPDR基金(紐約證券交易所市場代碼:XLB)

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

XLB在過去一週增加了3.2529億美元的淨資產。

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.

材料精選行業SPDR基金提供對美國材料行業的敞口。在規模更大、基礎廣泛的美國市場ETF中,這往往只是一小部分,但這是一個具有巨大上行潛力的行業,對於那些希望間接進入大宗商品市場的人來說,這是一個有吸引力的選擇。

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擁有54億美元的AUM,費用比率為0.10%。該基金持有31家公司的股份,其中最大的10家公司佔該基金的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.

該基金最大的持有量是林德公司。(納斯達克:林)和空氣產品和化學品公司(紐約證券交易所代碼:APD)分別佔該基金的20.88%和7.22%。

XLB has lost $134.09 million in net assets YTD.

XLB今年淨資產損失1.3409億美元。

Losers

失敗者

SPDR Bloomberg High Yield Bond ETF (NYSE:JNK)

SPDR彭博高收益債券ETF(紐約證券交易所代碼:JNK)

JNK lost $941.88 million in AUM on the week.

JNK本週在AUM虧損9.4188億美元。

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彭博高收益債券ETF提供了對所謂的公司垃圾債券的敞口。這些都是中等評級的債券,距離到期日至少一年。

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

JNK擁有60.1億美元的AUM,費用比率為0.40%。

YTD, JNK has lost $2.94 billion in AUM.

YTD,JNK在AUM上虧損了29.4億美元。

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

SPDR彭博短期高收益債券ETF(紐約證券交易所代碼:SJNK)

SJNK lost $375.90 million in AUM on the week.

SJNK本週在AUM虧損3.759億美元。

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 Bloomberg High Year Bond ETF與JNK非常相似,但SJNK持有的債券期限較短。

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擁有33.5億美元的AUM,費用比率為0.4%。該基金持有32家公司的股份,其中最大的10家公司佔該基金的60.30%。

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

年初,SJNK在AUM中增加了2810萬美元。精選圖片由АнтонДмитриев在……上面不濺

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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