It's not meant to make sense.
Likely to be the tourist investors reshuffling. You know -->> the tourists - retail -->>traders. The insto index linked -->> traders preparing for a possible ASX 200 exit , the quants - the active insto -->> traders - who figure, based on their limited data its time to move now. Mostly, I'd say, the OPM ( other peoples money) brigade. You can judge how good they are generally by looking at the super funds league table - to see who's hot and who's not.
Maybe someone who's not hot is dumping.
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