Core Viewpoint - The article highlights the latest trends in public fund of funds (FOF) investments, emphasizing the dominance of bond funds and the increasing popularity of ETF products among FOF managers in the second quarter of 2025 [1][3][8]. Group 1: FOF Investment Trends - Bond funds remain the primary focus for FOF, with 30 out of the top 50 funds being bond funds, accounting for over 50% of the holdings [3][4]. - The top five favored funds by FOF in Q2 2025 include Hai Fu Tong Zhong Zheng Short Bond ETF, Bosera Zhong Dai 0-3 Year National Development Bank ETF, Bosera Credit Preferred E, Hua An Gold ETF, and Hua Xia Hang Seng ETF [1][3]. - The total market value held by FOF in Hai Fu Tong Zhong Zheng Short Bond ETF exceeds 1.643 billion yuan, making it the most held fund by FOF [3][4]. Group 2: Active Equity Fund Holdings - The leading active equity fund held by FOF is Yi Fang Da Ke Rong, with a total holding value of 384.15 million yuan, followed closely by Yi Fang Da Information Industry Selected C at 370.71 million yuan [4][5]. - Other notable active equity funds held by FOF include Xing Quan Commercial Model Preferred A and Yi Fang Da Supply Reform, each with holdings exceeding 300 million yuan [4][5]. Group 3: Fund Increases and Market Outlook - The fund with the highest increase in holdings by FOF in Q2 2025 is Bosera Credit Preferred E, which saw an increase of 936 million yuan, bringing its total holding value to 1.016 billion yuan [6]. - FOF managers express confidence in the A-share market, aiming for diversified and multi-strategy asset allocation while maintaining a cautious yet optimistic outlook [8][10]. - The article notes a shift in investment strategy, with a reduction in U.S. stock positions and an increase in holdings of Hong Kong and A-share stocks, reflecting changes in market conditions [9][10].
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天天基金网·2025-07-22 06:27