Mirae Asset’s Big Bets Signal Defensive Pivot

What everyone’s missing is the tax-loss harvesting angle behind these maneuvers. While the headlines (see “U.S. Bancorp $USB Shares Bought by Mirae Asset” on ETF Daily News) trumpet the buys and dumps, that extra layer of pocket-lining for 2025 losses rarely gets called out, yet it’s damn critical for positioning into year-end.

Linking that to the sell-off in Ameriprise Financial alongside the uptick in Kraft Heinz unveils a sneaky pivot from cyclical financials toward defensive staples. It’s like watching fund managers juggle cooking oil and receipts—ETF chatter often leaves this dance unmentioned, but it shapes the terms of engagement.

Action-oriented takeaway: if these ETF rotations persist, double-down on names that just received fresh inflows. Companies like Kraft Heinz and Illinois Tool Works aren’t in the limelight yet, but they’re sitting ducks for the next surge once rebalanced funds chase stability.