Taiwan Semiconductor ETFs net $146.2 million in buying on November 3

By Grace Kim

How large were the ETF inflows?

ETFs bought a net $146.2 million of Taiwan Semiconductor Manufacturing Co. shares on Tuesday, Nov. 3, 2026, according to GuruFocus holdings data. Twelve funds added shares, while three reduced them.

The purchase extended a same-direction buying streak to three reported sessions. It followed net purchases of $9.2 million on Nov. 2 and $29.0 million on Oct. 30. Net selling of $81.0 million on Oct. 29 and $19.1 million on Oct. 28 preceded that run.

Over the five reported sessions, net buyers outnumbered net sellers by three sessions to two, although two sizable outflows interrupted the current buying run.

The reported daily flows and fund counts were:

• Nov. 3: $146.2 million net buying; 12 funds bought and 3 sold.
• Nov. 2: $9.2 million net buying; 14 funds bought and 3 sold.
• Oct. 30: $29.0 million net buying; 9 funds bought and 6 sold.
• Oct. 29: $81.0 million net selling; 5 funds bought and 8 sold.
• Oct. 28: $19.1 million net selling; 11 funds bought and 6 sold.

Nov. 3 produced the largest net inflow in the five-session table. The sequence also shows why the three-session streak does not represent uninterrupted buying. GuruFocus based the day's figures on reported ETF holdings changes for Nov. 3, 2026. The data covered additions by 12 funds and reductions by three others.

Which funds led the purchases?

CGGO led the buyers by dollar value. It added 22,895 shares, producing a reported $9.3 million value change and a 6.05% portfolio weight in the ETF's reported holdings.

AVEM ranked second, and CGNG ranked third. The remaining additions came from SOXQ, CGGR, CGGE, BAI and CGUS. The full reported buyer list was:

• CGGO: +22,895 shares; $9.3 million value; 6.05% weight.
• AVEM: +10,920 shares; $4.4 million value; 6.51% weight.
• CGNG: +5,378 shares; $2.2 million value; 11.34% weight.
• SOXQ: +4,200 shares; $1.7 million value; 4.25% weight.
• CGGR: +2,349 shares; $1.0 million value; 1.32% weight.
• CGGE: +2,196 shares; $0.9 million value; 3.78% weight.
• BAI: +2,134 shares; $0.9 million value; 5.49% weight.
• CGUS: +1,325 shares; $0.5 million value; 2.47% weight.

What does Taiwan Semiconductor manufacture?

GuruFocus describes Taiwan Semiconductor as "the world's largest dedicated semiconductor foundry." It manufactures chips designed by customers rather than selling products of its own. The company sits in the Technology sector and Semiconductors industry.

GuruFocus reported trailing-12-month revenue of $156.42 billion, up 36.1% year over year, alongside a 65.1% gross margin and a 51.4% net margin at the foundry.

The reported market capitalization was $1.78 trillion.

The alert does not provide a process node, wafer size, fab capacity or shipment breakdown. It also gives no company guidance. Its operating figures offer financial context rather than a production roadmap.

How does the stock screen?

The shares carried a price of $395.75 in the report. GuruFocus assigned TSM a GF Score of 99 out of 100 and a GF Value of $378.72, placing that figure below the quoted share price.

The valuation snapshot placed the stock at 23.0 times earnings, 8.37 times book value and 11.85 times sales in the financial-data provider's automated market summary.

The dividend yield stood at 1.02%. The stock was up 31.24% year to date.

What should investors watch next?

ETF direction remains the immediate variable after two sizable selling days within the five-session record. The next reported session will show whether buying extends the three-session streak or reverses into net selling.

GuruFocus generated the stock alert with automated technology and financial data. The editorial team reviewed it before publication. The service tracks every ETF and guru trade in TSM on its guru-trades page. Its TSM summary page also provides GF Value, guru trades and insider activity.

The next reported ETF session will show whether buying extends the three-day streak at $395.75 per share or reverses into renewed net selling.