ETF月報 | 915億,10月美股ETF資金流入創記錄,這兩類ETF最受寵
在美國股票和美國固定收益ETF的引領下,美股ETF在10月份錄得了熾熱的資金流入,總流入量爲915億美元,創下新的月度記錄,略高於今年3月的911億美元和2020年11月的912億美元。其中,525億美元流入美國股票ETF,311億美元流入美國固定收益ETF。另一方面,商品ETF淨流出29億美元。
繼10月份的強勁表現之後,今年迄今美國上市ETF的流入量目前略高於5000億美元,而去年同期爲7259億美元。儘管它們落後於去年創紀錄的步伐,但2022年的ETF流入量即將超過2020年全年的5074億美元——這是年度第二大流入量。
財報季提振股市,標普500 ETF獲鉅額流入
10月份的大部分資金流入了股票ETF巨頭,三隻標普500 ETF SPY、IVV、VOO分別位列月度資金流入榜的第1、2、4名,共流入218億美元。
但納指100 ETF卻遭到拋售,QQQ流出21億美元,五大科技巨頭在本月中下旬集中發佈了最新的季度財報,除了蘋果較穩,亞馬遜、谷歌、Meta等都相繼暴雷。
押注美聯儲放緩加息,資金瘋涌高收益債券
11月3日迎來美聯儲的利率決議,此前美聯儲宣佈連續第四次加息75個基點後,市場對美聯儲放慢加息步伐的樂觀情緒不斷增強,各類風險資產紛紛攀升,投資者一頭栽進高收益債ETF(代碼JNK),10月流入31億美元,佔到資產規模的37%。


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