On Monday, Dec. 22, Hana Asset Management announced that its “1Q U.S. Aerospace Tech” exchange-traded fund (ETF), the first investment vehicle of its kind in South Korea, has exceeded 50 billion Korean Won (KRW) in net assets. The milestone was reached within four weeks of the fund’s initial listing, bolstered by consistent demand from individual investors.
Portfolio Composition and Performance
According to the Korea Exchange, the ETF has risen 9% since its debut. Data shows that individual investors have made net purchases totaling approximately 30.4 billion KRW over 19 consecutive business days. The fund’s strategy focuses on leading American aerospace and aviation technology entities. Currently, Rocket Lab and Joby Aviation each account for roughly 16% of the portfolio.
The remaining 68% of the fund is distributed among sector-relevant companies, including Palantir, GE Aerospace, AST SpaceMobile, and Archer Aviation. Analysts at Hana Asset Management noted that Rocket Lab’s stock price increased by 48% recently, driven in part by market expectations surrounding future launch manifests and industry-wide valuation shifts.
Strategic Outlook and Executive Perspectives
The surge in interest coincides with recent policy shifts in the United States. On Dec. 18, U.S. President Donald Trump signed an executive order titled “Entering American Space Superiority,” which outlines a strategy for lunar operations through 2030 as part of the Artemis program. Additionally, U.S. Transportation Secretary Sean Duffy recently indicated that the administration aims to facilitate the implementation of air taxi services within the current term.
“With the potential listing of SpaceX in 2026, the aerospace-related industry is expected to experience significant growth and sustained investor interest,” said Kim Tae-woo, CEO of Hana Asset Management. “We will continue to release differentiated products within our 1Q ETF lineup to meet this demand.”
Timeline for Investors
Hana Asset Management will continue its net purchase event for the 1Q U.S. Aerospace Tech ETF through Dec. 24. While the current portfolio is restricted to publicly traded companies, the firm confirmed that should SpaceX execute an initial public offering (IPO), the ETF is positioned to incorporate the company as its largest weighted holding.
