This post identifies another passive flow trading target — Sejin Heavy in the December SOL Shipbuilding Top 3 ETF rebal.
What is covered in the Full Insight:
Overview of HHI-Mipo Merger and ETF Rebalancing
Impact and Timing of the Dec Shipbuilding ETF Rebalancing
Potential Inclusion of Sejin Heavy in the ETF
Performance of Shinhan SOL Shipbuilding TOP3 Plus ETF
Anticipated Price Action and Strategic Trading Opportunities
Boomeranged on Fri, 31 Oct 2025 11:00
HD Hyundai Mipo is out of SOL Shipbuilding TOP3 Plus ETF, with Sejin Heavy (075580 KS) set to replace. I checked with FnGuide on timing; they said no off‑cycle add unless basket <10, so passive (~+1.0x DTV) flows for Sejin Heavy hit Dec 12 instead of Nov 26. More details in discussion.