Stock Crash? No Worries! 0050 Investor Count Surpasses 3.5 Million, Leading TSMC by Nearly 500,000

Taiwan's stock market surged and plunged like a furious deity in July, undergoing the largest point swing in history. Yet investors clearly adopted a strategy of buying on dips. According to the latest statistics on Taiwan ETF investor counts, the market value leaders Yuanta Taiwan 50 (0050-TW) and Yuanta Taiwan 50 Bull 2X (00631L-TW) ranked first and second in weekly growth. The number of 0050 investors surpassed 3.5 million, leading TSMC by nearly 500,000, setting a new historical high.

Statistics from the Central Depository & Clearing Corporation show that as of the end of July, 0050 led the weekly increase in Taiwan ETF investor numbers with a gain of 115,000, bringing its total to 3.563 million. 00631L ranked second with 22,000 new investors, followed by Capital Mass Taiwan Weighted Bull 2X (00685L-TW), Active United Upgrade 50 (00403A-TW), and Active CTBC Taiwan Income (00406A-TW), each gaining over 16,000 investors.

Meanwhile, TSMC, the individual stock with the highest number of investors, added 59,000 last week, reaching 3.1 million investors—462,000 fewer than 0050, the largest gap in history. 0050 added 324,000 investors in July alone, marking the second-highest monthly increase on record; the highest was 384,000 in March 2026.

Institutional analysts note that although Taiwan's stock market has recently corrected due to factors like U.S.-Iran tensions and South Korea's deleveraging, the so-called 'Fourth Institutional Investor'—retail investors—has demonstrated a 'mature investor' mindset, adding to large-cap, benchmark Taiwan ETFs on weakness. Beyond investor growth, net subscriptions in July saw 0050 and 00631L lead with NT$176.6 billion and NT$47.7 billion, respectively.

Looking back at past major negative events, markets experienced short-term panic selling, but funds eventually returned, with resilient large-cap stocks leading the recovery. 0050, known for never missing major market rallies and backed by an index logic tested over 23 years of bull and bear markets, has become investors' top choice.

00631L aims to deliver twice the positive performance of the Taiwan 50 Index, offering strong rebound momentum. Historically, after the five largest single-day drops—including the 2025 April reciprocal tariffs, 2024 August yen appreciation, 2018 October U.S.-China trade war, and 2020 March global pandemic—the index gained 24.3% to 147.3% over the following six months and 40.5% to 314.9% over the next year. The 13.5% drop on July 17 was the fifth-largest, and a strong rebound is highly anticipated.

Recently, 00631L increased its holdings in TSMC, bringing its exposure to approximately 120.26%, making it the ETF with the highest 'TSMC content,' differentiating its performance from other broad-market indices. In addition to enhanced resilience, as of July 30, 00631L outperformed 00685L with 6-month, 1-year, and 2-year returns of 40.6%, 159.9%, and 167.3% versus 39.4%, 157.7%, and 165.2%, ranking first among Taiwan's 2x bull ETFs.

*Disclaimer: The individual stocks, funds, and futures products mentioned in this article are for reference only and do not constitute investment advice. Investors should make independent judgments, carefully assess risks, and bear their own profits and losses.*