ARK持倉追蹤 | “木頭姐”首次關閉旗下一隻ETF
【Ark旗下基金持倉變化小結,2022年07月19日】

週二公佈的一份監管文件顯示,ARK旗下的ARK Transparency ETF(CTRU)正在進行清算。據悉,該ETF於去年年底推出,持倉包括Teladoc Health(TDOC.US)和Spotify(SPOT.US)等,目標是投資於透明度得分高的公司。
ARK在一份聲明中表示,該基金參考指數的提供方Transparency Global將於7月底停止計算該指數,“雖然ARK調查了其他指數提供者,但沒有找到合適的解決方案,因此決定關閉該基金”。
值得一提的是,該ETF是ARK旗下罕見的被動投資工具,自成立以來僅獲得1200萬美元的資產,跟伍德旗下的旗艦基金90億美元的規模相形見絀。該ETF自去年12月底首次亮相以來,價格已下跌超30%。監管文件顯示,該ETF在本週四後將不再接受創建訂單,且在7月26日後將不再接受贖回訂單。
諮詢公司The ETF Store總裁、投資顧問Nate Geraci稱:“從一開始,我就覺得這有點不合常理。ARK因專注於主動管理和顛覆新創新而成名,ARK Transparency ETF與這種方式不一致。”
對於成長股投資者來說,今年是艱難的一年。由於通脹居高不下、利率上升以及對經濟衰退的擔憂加劇,重倉“顛覆式創新”的ARK旗下旗艦基金ARK Innovation ETF(ARKK)今年迄今爲止累計暴跌超50%。
①ARKK:以顛覆性創新產業爲主要投資標的
②ARKQ:以自動科技自動機器人技術爲主要投資標的
③ARKF :以金融科技創新爲主要投資標的
④ARKW:以"下一代網絡"爲主要投資標的
⑤ARKG:以生物基因科技創新爲主要投資標的
⑥ARKX: ARKX是美股市場裏的第一支太空概念ETF。
【uSMART目前支持部分美股10倍槓桿日內交易】
以上數據爲Cathie Wood個人/所在機構的過往操作,其交易背後之投資邏輯並不明確,不代表投資建議,注意風險。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.