ETF市场扫描与策略跟踪：ETF轮动策略YTD收益率21.33%

Global and A-share Market Overview - The A-share market experienced an overall increase last week, with the CSI 1000 index showing the largest gain of 4.34% [1] - The Hong Kong stock market also saw a rise, with the Hang Seng Index increasing by 0.82% [1] - The top-performing ETFs were primarily those tracking upstream sector indices [1] ETF New Issuance Statistics - A total of 16 stock ETFs were reported in the A-share market last week, with one new stock ETF established [16] - In the US market, 12 new equity ETFs were established last week, all of which were actively managed [22] Fund Flows A-share Market - The top 10 ETFs by net inflow were mainly industry-themed ETFs, while the top 10 by net outflow were broad-based index ETFs [2] - The ETF tracking the CSI 1000 index had the highest net outflow, while the ETF tracking the Value 100 index had significant net inflow [2] - The new energy sector ETFs saw the highest net inflow among industry ETFs [2] US Stock ETF Market - The energy transition-themed ETFs had the highest net inflow, while digital economy-themed ETFs experienced the largest net outflow [3] - Among actively managed ETFs, the Avantis Emerging Markets Equity ETF saw the highest net inflow, while the Putnam Sustainable Leaders ETF had the largest net outflow [3] - A total net outflow of $1.21 million was recorded for ETFs investing in A-shares and Hong Kong stocks [3] Commodity Market - The mainland gold ETFs had a net inflow of 3.321 billion yuan, while US gold ETFs saw a net inflow of $3.414 billion [3] ETF Strategy Performance - The RRG ETF rotation strategy yielded a return of 7.83% last week, outperforming the CSI Equal Weight and CSI 300 indices by 5.21% and 6.75%, respectively [4] - The 50% base + intraday momentum strategy for the CSI 500 ETF and CSI 1000 ETF achieved returns of 2.41% and 2.18%, with excess returns of 0.25% and -0.02% compared to their respective 50% base ETFs [4]