ARK Invest: ARKK etc "active" ETF's: die "Disruptors"-Blase am US-Markt (Seite 31)

[faultcode]

Antwort auf Beitrag Nr.: 68.110.169 von faultcode am 07.05.21 22:01:40

Reuters meldet es nun auch:

Fri May 7, 2021 / 4:27 PM EDT
Ark Invest CEO Wood says Bill Hwang provided seed capital for first 4 ETFs - CNBC
https://mobile.reuters.com/article/amp/idUSKBN2CO21I

(Reuters) - Celebrity stockpicker and Ark Invest Chief Executive Cathie Wood told CNBC on Friday that hedge fund veteran Bill Hwang had provided seed capital for Ark's first four exchange-traded funds.

Archegos Capital Management, the New York investment fund run by former Tiger Asia manager Hwang, was preparing for insolvency as banks involved in financing its trades seek to recoup some of their losses, according to a Financial Times report earlier this week.

Archegos fell apart in March when its debt-laden bets on stocks of certain media companies unraveled.
...


=> Auswirkungen am Montag?

[faultcode]

Antwort auf Beitrag Nr.: 68.110.445 von faultcode am 07.05.21 22:28:32

sie hat die Aktien gekauft und er - über die Prime Brokers wie eben Credit Suisse - möglicherweise die Calls dazu:



=> und "alle" dachten, die Frau sei ein Genie

[faultcode]

Antwort auf Beitrag Nr.: 68.110.169 von faultcode am 07.05.21 22:01:40

--> sie hat's demnach gesagt: https://twitter.com/TESLAcharts/status/1390759063361830918

=>

📢📢
This strongly suggests the possibility that Cathie Wood's "genius" is based upon Archegos buying out-of-the-money call options—using prime brokers as a front—on stocks in which Hwang was secretly but directly invested thanks to his seed funding of ARK.
https://twitter.com/PlainSite/status/1390762713207382020

[faultcode]

Antwort auf Beitrag Nr.: 68.110.079 von faultcode am 07.05.21 21:50:22

ohne Gewähr:

9:54 PM · May 7, 2021
Bill Hwang provided the seed capital for Ark Invest's First 4 ETFs according to @CathieDWood
https://twitter.com/JCOviedo6/status/1390757033503301638

[faultcode]

Antwort auf Beitrag Nr.: 68.088.692 von faultcode am 06.05.21 18:17:09

May 7 20213:37 PM EDT
Cathie Wood loves the set-up for her stocks after sell-off, expects big returns from her strategies
https://www.cnbc.com/2021/05/07/cathie-wood-loves-the-set-up…
=>
...
“I love this set up,” she said Friday on CNBC’s “Closing Bell.” “The worst thing that could have happened to us is to have the market narrowly focus on just our ilk of stock -- the the innovation space.”

Amid the rotation out of high-growth areas of the market, some of Wood’s strategies are now down more than 30% since their February peak.

“From our point of view -- five-year time horizon -- nothing has changed,” she said.
...

[jameslabrie]

das flagschiff geht unter leute!

[faultcode]

Antwort auf Beitrag Nr.: 68.046.506 von faultcode am 04.05.21 14:55:21

6.5.
Cathie Wood’s Ark Battered by Selloff, Worst Run of Outflows
https://finance.yahoo.com/news/cathie-wood-ark-battered-sell…
...
The selloff that’s tearing through high-valuation tech shares has battered Cathie Wood’s flagship ETF.

The ARK Innovation exchange-traded fund (ARKK) dropped for a seventh straight day Wednesday in its longest slide in nearly two and a half years. After surging roughly 150% in 2020 thanks to a string of prescient bets on Tesla Inc. and stay-at-home tech darlings, the negative stats are starting to add up.

ARKK, which edged lower in early trading on Thursday, is down more than 10% for the year and investors are piling into protection against more losses. Put volume hit 190,000 Tuesday, the most in six weeks and the fourth-most on record. The latest data show outflows for a sixth consecutive day, the longest streak since the fund launched in 2014.

The slide comes with many of the fund’s top holdings caught up in a rotation out of highly-valued tech companies. Investors have turned on the likes of Zoom Video Communications Inc., Roku Inc. and Teladoc Health Inc. -- all top 10 holdings in ARKK. Once coveted for the promise of strong future profit growth, the specter of inflation now makes stretched valuations harder to justify after robust earnings from tech giants failed to revive investor interest.
...

[faultcode]

Antwort auf Beitrag Nr.: 67.827.119 von faultcode am 15.04.21 12:38:29

ARKK fund flows:


https://twitter.com/TESLAcharts/status/1389556430676561923

[faultcode]

mittendrin statt nur dabei:

15.4.
Ark Funds Snap Up $246 Million Worth of Coinbase Stock on Debut
https://finance.yahoo.com/news/ark-funds-snap-246-million-03…
...
Three funds at Cathie Wood’s Ark Investment Management bought shares of the biggest U.S. cryptocurrency exchange Coinbase Global Inc. on its highly anticipated trading debut Wednesday.

The flagship Ark Innovation ETF, Ark Fintech Innovation ETF and Ark Next Generation Internet ETF bought a combined 749,205 shares of Coinbase, according to data released by the funds in an email. Based on Coinbase’s closing price of $328.28 per share, their stake is worth about $246 million.

Coinbase’s stock opened at $381 on Nasdaq and climbed to as high as $429.54 -- sending the exchange’s valuation soaring above $112 billion -- before Bitcoin’s drop from record highs and a broader decline in tech stocks saw its shares slipping back below the opening price.
...

Separately, Ark Next Generation sold 57,043 shares of electric-vehicle maker Tesla Inc. on Wednesday, while Ark Fintech Innovation sold 37,471 shares of Intercontinental Exchange Inc., the emailed data showed.
...

[faultcode]

Antwort auf Beitrag Nr.: 67.352.015 von faultcode am 07.03.21 23:57:51

dazu noch:

...
Wood’s portfolios performed very well in the bull market of the early 2000s, but they fell harder than the market during the 2008-09 financial crisis.
“It goes without saying that Cathie’s strategies are vulnerable to going out of favor,” says Shalett. “When you have a liquidity crisis in the market or big changes in interest rates, all the holdings could move together. That doesn’t provide a lot of diversification for your clients.”
...
<Lisa Shalett, Wood’s boss at the time at AllianceBernstein>

Indeed, Wood’s high-octane style was putting off some institutions, and AllianceBernstein wanted guardrails on the funds. Her portfolios were often deemed too volatile, says Wood, and she was asked to make adjustments by owning indexes like the S&P 500. She disagreed....

In 2006, when the housing bubble was not yet at its peak, Wood thought it was about to burst. She dramatically reduced the risk in her portfolios, and lagged behind the market. “A thousand basis points of underperformance was embarrassing,” she recalls.
...

5.3.2021
ARK’s Cathie Wood Disrupted Investment Management. She’s Not Done Yet.
https://www.barrons.com/articles/arks-cathie-wood-disrupted-…