哪些热点板块机构投资者占比在提升？

Core Viewpoint - The article analyzes the actual holdings of institutional investors in ETFs using the "ETF Institutional Holding Penetration Algorithm," revealing a significant increase in institutional ownership across various asset classes and sectors from 2024H2 to 2025H1 [2][55]. By Asset Class - Institutional investors' holdings in equity ETFs rose to 64.64% in 2025H1, with bond, commodity, money market, and cross-border ETFs seeing increases to 91.43%, 19.06%, 70.74%, and 46.77% respectively [3][55]. - The total scale of equity ETFs increased from 26,409 billion to 30,022 billion, with institutional holdings growing from 16,071 billion to 19,406 billion [16]. By Sector - Institutional holdings in the technology sector increased significantly, from 36 billion in 2024H2 to 62.1 billion in 2025H1, while the consumer sector saw a smaller increase [4][28]. - The proportion of institutional investors in the cyclical sector rose from 27.42% to 37.95%, and in the financial sector from 25.75% to 35.98% [31]. By Thematic Focus - Institutional ownership in military, securities, and chip ETFs increased by 23.54%, 10.23%, and 8.78% respectively, while the proportion for dividend ETFs decreased by 13.24% [5][40][37]. - The military ETF saw the largest increase in institutional holdings, while the dividend ETF experienced the most significant decline [34][55]. By Broad Index - Institutional investors' holdings in major broad-based ETFs like A500 and CSI 300 increased significantly, with A500's institutional ownership rising from 54.06% to 63.41% [46][51]. - The institutional ownership proportions for CSI 300 and CSI 500 also saw notable increases, reflecting a broader trend of rising institutional investment in these indices [51][55].