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  4月16日下午,大资金再度出手。临近收盘时,十余只宽基指数ETF出现大量买单,成交额快速放大。其中多只ETF当日成交额较4月15日扩大一倍以上。

  4月15日大资金同样有出手迹象,多只沪深300ETF、上证50ETF在临近午盘和下午尾盘时大幅放量。当日,超69亿元资金净流入A股ETF,其中4只头部沪深300ETF净流入超过60亿元,但中证A500ETF、中证A50ETF出现小幅资金净流出。

  ●本报记者张舒琳

  尾盘抢筹再现

  4月16日尾盘时刻,华泰柏瑞沪深300ETF、华夏上证50ETF、华夏沪深300ETF、易方达沪深300ETF、嘉实沪深300ETF、南方中证500ETF等集中出现大量买单,盘中交易价格直线拉升,且交易量较前一日大幅增加。

  截至收盘,华泰柏瑞沪深300ETF成交额超过80亿元,华夏上证50ETF成交额超过60亿元,华夏沪深300ETF、易方达沪深300ETF成交额均超过50亿元,嘉实沪深300ETF、南方中证500ETF成交额分别为40.77亿元、36.92亿元。

  值得关注的是,多只中证1000ETF也在尾盘时出现了大量买单,南方中证1000ETF、华夏中证1000ETF、广发中证1000ETF尾盘均大幅放量,其中南方中证1000ETF成交额达到24.35亿元,换手率4.05%。

  受大量资金涌入影响,多只宽基指数ETF收盘由跌转涨。截至收盘,上证指数微涨0.26%,ETF方面,华泰柏瑞沪深300ETF收盘上涨0.23%,华夏上证50ETF上涨0.89%,华夏基金、易方达基金、嘉实基金等多家公募机构旗下沪深300ETF亦出现上涨。

  对比前一交易日来看,上述宽基指数ETF成交额均出现大幅增长。华泰柏瑞沪深300ETF、华夏上证50ETF、易方达沪深300ETF、嘉实沪深300ETF、南方中证500ETF、华夏中证1000ETF的成交额均增长了一倍以上,广发中证1000ETF、富国中证1000ETF成交额增幅更是超过200%。

  此外,部分中证A500ETF、央企科技ETF、中证A50ETF成交额也有所增长。

  资金加仓迹象明显

  回顾4月15日,多只宽基指数ETF出现了明显的大资金加仓信号,临近午盘和下午收盘时均出现集中买单,同时伴随着交易价格拉升。截至4月15日收盘,华泰柏瑞沪深300ETF、华夏沪深300ETF、华夏上证50ETF、易方达沪深300ETF全天成交额分别达到37.74亿元、27.42亿元、27.42亿元、20.95亿元,其中,华夏沪深300ETF成交额环比前一交易日增加243.5%,华夏上证50ETF增加121.96%,易方达沪深300ETF增加39.59%。

  从资金动向来看,4月15日A股ETF获资金净流入超69亿元,其中仅华泰柏瑞基金、华夏基金、易方达基金、嘉实基金旗下4只大型沪深300ETF合计获净流入超过60亿元。具体来看,华夏沪深300ETF、华泰柏瑞沪深300ETF、华夏上证50ETF、嘉实沪深300ETF分别净流入27.27亿元、15.15亿元、12.14亿元、11.32亿元。此外,易方达沪深300ETF、南方中证500ETF净流入额均在9亿元以上。

  值得关注的是,中证A500ETF、中证A50ETF在4月15日却出现小幅资金净流出,多只中证A500ETF、中证A50ETF资金净流出均在1亿元以上。

  沪深300ETF突破万亿大关

  上周,中央汇金、中国诚通、中国国新为代表的大型国资投资机构纷纷宣布增持ETF,此后又有中国太保等保险机构以及中邮理财、苏银理财、交银理财、浦银理财、徽银理财等多家银行理财公司宣布加入增持ETF的行列,ETF增持队伍持续壮大。

  Wind数据显示,4月7日以来,A股ETF资金净流入合计超过1678亿元,其中,仅4月8日一天,A股ETF净流入额就罕见突破千亿元大关。回顾来看,近期股票型ETF单日净流入超千亿元的情况发生在2024年10月8日。

  具体来看,4月7日-4月15日期间,华泰柏瑞沪深300ETF、华夏沪深300ETF、易方达沪深300ETF、嘉实沪深300ETF这4只产品分别净流入337.46亿元、261.31亿元、244.95亿元、163.56亿元,7个交易日合计净流入超过1000亿元。此外,南方中证500ETF、中证1000ETF、华夏上证50ETF在此期间合计净流入均在百亿元以上。

  伴随着资金大举买入宽基指数ETF,近期沪深300ETF规模持续增长,总规模重新突破万亿大关。Wind统计数据,截至4月15日,跟踪沪深300指数的27只ETF规模合计达10068.83亿元。其中,四只为千亿级ETF。规模最大的华泰柏瑞沪深300ETF达3648.42亿元,易方达沪深300ETF为2512.92亿元,华夏沪深300ETF为1806.21亿元,嘉实沪深300ETF为1604.69亿元。此外,天弘沪深300ETF、广发沪深300ETF规模均突破百亿元。

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