機構投資者借道ETF，持續擁抱權益資產
公募基金2024年年報日前披露完畢，機構投資者和個人投資者持有基金數據曝光。
數據顯示，相比2023年年底，機構投資者2024年年底持有的公募基金份額增加3.5萬億份。其中，機構投資者借道ETF，持續擁抱權益資產，持有股票型基金比例超過40%，相比2022年年底增加近12個百分點。
根據2024年基金年報披露的ETF前十名持有人情況，Wind數據顯示，除ETF聯接基金外，2024年末ETF的“大買家”數量達1984名，相比2024年6月末增加近180名。
其中，以中央匯金、國新投資、誠通控股為代表的主力身影頻頻出現在ETF的持有人序列中。
截至2024年末，中央匯金投資有限責任公司、中央匯金資產管理有限責任公司及其資產管理計劃合計持有ETF總市值達1.05萬億元；國新投資有限公司、國新央企新發展格局私募證券投資基金合計持有ETF總市值超22億元；中國誠通控股集團有限公司、北京誠通金融投資有限公司及其資產管理計劃合計持有ETF總市值超過15億元。
一季度收官，截至2025年3月底，全市場共存續基金12600只，相較於上月底，數量上升116只；基金總資產淨值為32.58萬億元，相較於上月底，上升1420億元，基金市場繼續延續緩慢上升的趨勢。3月份數量上增加較多的基金為股票型基金，當月增加69只，佔比59%；規模上增加較多的基金為債券型基金，當月新增951億元，佔所有基金新增規模的67%。
截至2025年3月31日，滬深兩市共有1123只ETF，較上期增加26只；資產管理總規模為3.80萬億元，較上期增加65.22億元；總份額為2.65萬億份，較上期增加399.68億份。
按ETF的分類表現來看，商品型ETF在3月的整體收益率較高，其收益率中位數為8.68%；股票型ETF收益率中位數為-0.42%，為表現最差的一類ETF；跨境ETF收益率中位數為0.61%，表現優於債券型ETF。按照各類ETF的內部偏離度來看，跨境ETF仍然為內部偏離度最高的一類ETF；商品型ETF與股票型ETF的內部偏離度分別為4.01%和3.20%，債券型ETF的內部偏離度最低，為0.76%。
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