ETF资金周报（6/30-7/4）｜宽基板块资金延续流出，证券ETF龙头（159993）强势吸金、规模突破20亿

Market Overview - The total scale of equity ETFs in the market reached 37,631.20 billion yuan, with an increase of 208.04 billion yuan in total scale over the past week, and a net outflow of 132.28 billion yuan [1]. Fund Inflow and Outflow Direction - In terms of major categories, industry and thematic ETFs saw a net inflow of 116.39 billion yuan, while broad-based and strategic ETFs experienced a net outflow of 338.22 billion yuan [2]. - Within the broad-based and strategic ETFs, the top three sectors for net inflow were: Sci-Tech Innovation 50, Strategy-Dividend, and Shenzhen 100. The top three sectors for net outflow were: CSI 300, CSI A500, and CSI 1000 [3]. - For industry and thematic ETFs, the top five sectors for net inflow were: Securities, Semiconductor Chips, Military Industry, Photovoltaics, and Innovative Drugs. The top five sectors for net outflow were: Entertainment Media, State-Owned Enterprises, Telecommunications, Biotechnology, and Steel [3]. Financial Sector Insights - The financial sector continued to attract capital inflow, with the leading securities ETF (159993) accumulating 3.22 billion yuan over the week, surpassing a total scale of 20 billion yuan. There are expectations for mergers and acquisitions in the securities sector, driven by the backdrop of a "Financial Power" strategy [3]. - The approval of virtual asset trading service licenses for Chinese securities firms' Hong Kong subsidiaries opens a new chapter for financial innovation, potentially enhancing trading sentiment within the securities sector [3].