Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

I investigate special situations, pairs, and index rebalancing trades in Korea.

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Index Rebalance

Samsung KODEX Autos ETF / Index Rebalance

<ul>
<li>Demand for less crowded rebalancing plays is rising, making off-the-radar flows more critical. A structured timeline is key to tracking and managing these setups efficiently.</li>
<li>Key ETFs to watch are local sector names with solid AUM—about 20 names. But the trading approach isn’t one-size-fits-all.</li>
<li>Stick to the schedule, track potential flow setups, and front-run by securing rebalance details early and positioning ahead of the crowd.</li>
</ul>


Demand for less crowded rebalancing plays is rising, making off-the-radar flows more critical. A structured timeline is key to tracking and managing these setups efficiently.
Key ETFs to watch are local sector names with solid AUM—about 20 names. But the trading approach isn’t one-size-fits-all.
Stick to the schedule, track potential flow setups, and front-run by securing rebalance details early and positioning ahead of the crowd.


Schedule Info for Front-Running Korea Sector ETF Rebalancing Trades