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I think you asking why ARKK hasn’t popped more along with the tech stocks. This attribution (which I ran against QQQ from 10/22 to 2/24) yields a sense. Tldr: They owned less tech than the Nasdaq and had bad selection within it + owned a lot more HC and had bad selection there. pic.twitter.com/kTBKeNVhoJ
ARKK’s shareholder base has been remarkably resilient all things considered. Assets that poured in largely stayed put. However, starting to see some sustained redemption activity for the first time. Nothing big on daily basis, typically, but sharecount is down ~25% from the peak. pic.twitter.com/jAcpqbyH6V
Nice look at 2024 YTD ETF flows by category.. US growth stocks and bitcoin are stories of year so far.. corp bonds up there as well.. Notable Japan and EM both making rare appearance. Gold ETFs in the gutter (despite seeing ATHs) is also interesting. Via @Todd_Sohnpic.twitter.com/VfFYvnWRKk
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