A股上市险企有望加大入市力度！红利ETF（510880）连续三周获周度资金净流入，配置吸引力显著回升

Group 1 - The A-share high dividend sector has seen a rebound in market attention despite a continuous pullback since August 11, with the dividend ETF (510880) attracting a total net inflow of 1.026 billion yuan from August 11 to August 29 [1] - The dividend ETF (510880) has achieved a fund size of 18.568 billion yuan as of August 29, making it one of the few dividend-themed ETFs in the market with a size exceeding 10 billion yuan [1] - The five major listed insurance companies in A-shares have increased their stock investment balance by 411.858 billion yuan in the first half of the year, reflecting a 28.7% increase compared to the end of last year, indicating a shift towards stock asset allocation [2] Group 2 - Insurance capital has made 30 equity stakes in listed companies this year, the highest since 2016, with a clear preference for undervalued, high-dividend companies [2] - The dividend ETF (510880) has had a total of 421,800 individual investors, with individual holdings accounting for 62.52%, making it the only dividend-themed ETF with over 400,000 holders in the market [2] - The total dividends distributed by the dividend ETF (510880) have exceeded 4 billion yuan, with a cumulative distribution of 4.298 billion yuan over its 18-year history [2][3] Group 3 - Huatai-PineBridge has developed a range of dividend-themed ETFs, managing a total of 42 billion yuan in this category as of August 29 [3] - The performance of the Huatai-PineBridge dividend ETF has shown positive returns over the years, with annual returns from 2020 to 2025 being -0.71%, 10.94%, 2.47%, 7.41%, 19.65%, and -1.44% respectively [4] - The "dividend family" includes various ETFs such as the low-volatility dividend ETF and the Hong Kong stock dividend ETF, showcasing a diverse strategy in dividend index investment [4]