Another Passive Flow Trading Target Identified: Sejin Heavy in the Dec Shipbuilding ETF Rebal

751 Views21 Sep 2025 02:10
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.
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