Taiwan's Active ETF DCA Accounts Surpass 300,000! Retail Investors Favor Amid Market Downturn with 13% Monthly Surge

Taiwan's active ETF dollar-cost averaging (DCA) accounts and investment amounts have recently delivered outstanding results, with the number of DCA accounts officially surpassing the 300,000 mark, representing a 16.38% month-on-month increase. The total investment amount reached NT$3.524 billion, with a single-month growth rate of 13.26%. Despite global market volatility in June and a net outflow across the Asia-Pacific ETF market—the first in nine years—Taiwan's active ETFs saw asset规模 and investor numbers grow by 6.57% and 12.25% respectively, demonstrating sustained retail investor confidence and strong resilience and capital-attracting capabilities.

An overview of the active ETF market in June shows that Taiwan's active ETF DCA accounts and investment amounts grew 16% and 13% respectively compared to the previous month, outperforming both the overall growth of active ETF assets and the broader market index during the same period. Meanwhile, as global companies continue to increase investments in AI infrastructure, improving industry conditions are reflected in capital flows. JPMorgan Asset Management noted that in U.S.-listed sector-specific ETFs, industries highly correlated with AI hardware development—such as industrials, technology, energy, and materials—have attracted significant capital inflows. Year-to-date, technology ETFs have drawn $51.785 billion in net inflows, while industrial and energy ETFs attracted $15.825 billion and $13.377 billion respectively.

As AI development matures, capital expenditures by cloud giants are causing demand fluctuations, exposing high-growth companies to cyclical risks.

Pu Chih-Lin, Product Manager of JPMorgan US Technology Active ETF (00989A), stated that investor behavior shows a clear trend of global investors actively positioning in the AI hardware ecosystem via ETFs. While the once-popular 'Magnificent Seven' tech stocks delivered relatively muted performance in the U.S. market this year, mid-sized firms like Bloom Energy—focused on AI data centers and microgrid applications—and MaxLinear, a leader in networking chip technology, have both posted triple-digit gains year-to-date. This indicates that capital spending by large corporations is increasingly benefiting mid-sized enterprises.

Pu added that non-tech companies leveraging AI to boost profitability are now emerging, such as those in communications services and consumer sectors. Looking ahead, AI investment is likely to expand beyond infrastructure into communications, consumer, and financial industries. For investors, as AI transitions from hardware demand to real-world applications, the advantages of active management will become even more pronounced, making it a key tool for capturing global tech and industrial trends.