Woofun AI data shows that the Korean ETF market is experiencing a shift toward "ultra-concentrated" investment strategies, where funds hold significantly fewer assets than traditional ETFs. While standard thematic funds typically contain 30 to 50 stocks, these new products exclude lower-tier companies to focus exclusively on one or two core leaders in sectors such as semiconductors and robotics. This trend is partly driven by the outperformance of U.S. equal-weight ETFs like MAGS, which has surpassed both the Nasdaq 100 and S&P 500 indices.

As of July 13, the SOL AI Semiconductor TOP2 Plus ETF became the largest newly listed product with a size of 578.7 billion Korean won. Other major concentrated funds include the ACE K Semiconductor TOP2+ ETF at 291.4 billion won and the 1Q K Semiconductor TOP2+ ETF at 245.5 billion won, indicating strong demand for high-conviction exposure to sector leaders.