Group 1 - The article highlights the increasing presence of pension plans among the top holders of ETFs, indicating a shift in investment strategies towards equity assets [1][7] - The report details that on July 22, the Fortune China Securities Hong Kong Stock Connect Technology ETF will be listed with a total of 1.119 billion shares, and pension plans occupy 9 out of the top 11 holders [1][2] - The largest holder is the China Post Group Enterprise Pension Plan, owning 28 million shares, which is 2.5% of the total fund [1][2] Group 2 - Other notable pension plans include Shandong Province (No. 5) and Beijing (No. 1) occupational pension plans, each holding 18 million shares, representing 1.61% of the total [1][2] - The article mentions that pension plans are increasingly investing in ETFs, with 92 pension plans appearing in the top 10 holders of 79 ETFs, holding a total of 5.819 billion shares, a significant increase compared to the first half of 2024 [7] - The total investment scale of occupational pension funds in China reached 3.11 trillion yuan by the end of 2024, indicating the growing importance of these funds in the capital market [7][8] Group 3 - The article notes that regulatory encouragement for long-term capital to enter the market may lead to an increase in equity investment ratios among pension plans, as they seek higher long-term returns [8] - The implementation of long-term performance assessment guidelines for pension fund managers is expected to alleviate short-term performance pressures, allowing for more strategic investment approaches [8]

【导读】年金计划"组团"现身ETF前十大持有人名单 中国基金报记者 吴君 例如，今年4月上市交易的工银瑞信国证港股通创新药ETF的前十大持有人名单中也出现了多 只年金计划，其中，国家能源投资集团企业年金计划持有5000.72万份，占场内基金总份额 的3.95%，排名首位；农行、建行、交行、工行等几大国有银行的企业年金计划也配置了该 基金，如中国农业银行企业年金计划持有4800.67万份，中国建设银行企业年金计划持有 4650.29万份；中国华能集团企业年金计划持有3334.49万份。此外，河北、广东、江苏等地 的职业年金计划也持有该基金。 | 序号 | 持有人名称(全称) | 持有基金份额(份) | 占场内基金 | | --- | --- | --- | --- | | | | | 总份额的比例(%) | | | 国家能源投资集团有限责任 | | | | l | 公司企业年金计划一中国建 | 50,007,166.00 | 3.95 | | | 设银行股份有限公司 | | | | | 工银瑞信基金公司一农行一 | | | | 2 | 中国农业银行离退休人员福 | 50,003,166.00 | 3.95 | ...