Fund Launches and Leveraged ETFs Flood The Industry | ETF IQ 8/3/2026

Watch on YouTube ↗  |  August 03, 2026 at 20:05  |  43:43  |  Bloomberg Markets
Speakers
Sean Taylor — CIO and Portfolio Manager, Matthews Asia
Christian Magoon — CEO, Amplify ETFs
Amrita Nandakumar — President, Vident Asset Management
Holly Framsted — Head of Global Product Strategy and Development, Capital Group

Summary

Bloomberg ETF IQ discusses massive inflows into niche leveraged semiconductor ETFs, South Korea's restrictions on retail leverage, bullish fundamental views on Samsung and SK Hynix from Matthews, undiscovered value in Korean industrials, the defensive income strategy of Amplify's DIVO, the rapid growth of active ETFs in model portfolios, and an upstart issuer Corgi planning 500 ETF launches.

  • Record flows into leveraged single-stock and thematic semiconductor ETFs.
  • South Korea announces measures to curb retail access to leveraged ETFs after memory stock rout.
  • Matthews CIO Sean Taylor sees Samsung and SK Hynix as long-term AI winners despite near-term pause.
  • Taylor also highlights ignored Korean industrial stocks trading at a discount with strong earnings upgrades.
  • Amplify's DIVO ETF offers tactical covered call overlay on dividend growers for income and protection.
  • Active ETFs are capturing a growing share of model portfolio allocations, displacing passive and mutual funds.
  • Corgi aims to launch hundreds of niche ETFs rapidly, including AI and photonics themed products.
Ideas
Sean Taylor CIO and Portfolio Manager, Matthews Asia 13:26
AI demand drives Korean memory structural growth.
Samsung Electronics and SK Hynix are structural AI winners driven by high-bandwidth memory demand. Their fundamentals are incredibly strong, and 2027-2029 earnings are not yet priced in. If AI capex continues, earnings will be much higher. The recent correction from excessive leverage and positioning is a pause, but the long-term story remains positive.
KS HIGH
Sean Taylor CIO and Portfolio Manager, Matthews Asia 16:11
Undervalued Korean industrials with surging earnings.
The South Korean industrial sector (ex-semiconductors) is undervalued and ignored by the market. It trades at a large discount (9x earnings) while earnings have been revised up from 6-7% to over 30% for this year and next, presenting a value opportunity with multiple drivers.
South Korean Industrial Sector MED
Christian Magoon CEO, Amplify ETFs 23:52
Covered call growth with downside protection.
DIVO uses a tactical covered call strategy on dividend-paying stocks with earnings and dividend growth, providing income, downside protection, and capital appreciation. It outperforms similar products by not over-writing calls during market upswings and focusing on quality stocks with a measure of ballast.
DIVO HIGH
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This Bloomberg Markets video, published August 03, 2026, features Sean Taylor, Christian Magoon discussing KS, South Korean Industrial Sector, DIVO. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Sean Taylor, Christian Magoon  · Tickers: KS, South Korean Industrial Sector, DIVO