According to Financial News, South Korea's ETF market launched 24 ultra-concentrated funds year-to-date as of July 16, channeling a combined 7.3255 trillion KRW into the top five products.
These highly focused products concentrate investments in just 2–10 blue-chip stocks per sector, replacing the traditional model of diversified 30–50 holding funds. The largest such fund, 'SOL AI Semiconductor Top 2 Plus,' holds 5.787 trillion KRW in net assets, followed by 'TIGER Semiconductor Top 10 Covered Call Active' with 767.3 billion KRW. Four of the top five products explicitly target the semiconductor sector, with Samsung Electronics and SK Hynix as core holdings.