Subversive Capital компани Илон Маск болон түүний удирддаг компаниудыг багтаагаагүй, зах зээлийн сөрөг хандлагад суурилсан хоёр шинэ биржийн арилжааны санг (ETF) танилцууллаа.
Хөрөнгө оруулагчид S&P 500 болон Nasdaq 100 индексүүдийг дагасан сангуудаар дамжуулан Tesla, SpaceX зэрэг компаниудад хөрөнгө оруулах нь түгээмэл байдаг. Харин Nasdaq-100 Ex-Elon Enterprises ETF (QQNE) болон S&P 500 Ex-Elon Enterprises ETF (SPNE) сангууд нь Илон Масктай холбоотой компаниудыг хөрөнгө оруулалтын багцаасаа бүрмөсөн хасах зорилготой юм. Одоогоор эдгээр санд Tesla (TSLA) болон SpaceX (SPCX) компаниудыг оруулахгүй байхаар тогтжээ.
Tidal Trust I-ийн бүртгэлтэй, Subversive Markets Lab LLC брэндийн дор гаргаж буй эдгээр сангууд нь Илон Масктай холбоотой бусад компанийг ч ирээдүйд хасах боломжтой аж. Тус сангуудын гол зорилго нь Илон Маск үүсгэн байгуулсан, удирддаг эсвэл түүнтэй голлон холбогддог компаниудыг оролцуулахгүйгээр томоохон хөрөнгийн зах зээлийн өсөлтөөс ашиг олох явдал юм.
Subversive Capital нь өмнө нь АНУ-ын Конгрессын гишүүдийн хөрөнгө оруулалтын багцыг дуурайлган хийсэн сангуудыг зах зээлд гаргаж байсан туршлагатай. Илон Маскийн үйлдэл болон түүнийг тойрсон сөрөг хандлагаас зайлсхийхийг хүссэн хөрөнгө оруулагчдад зориулсан эдгээр шинэ бүтээгдэхүүн нь зах зээлд хэрхэн хүлээж авах нь одоогоор тодорхойгүй байна.
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In the lead up to the SpaceX IPO, there were dozens of stories about early employees and investors who stood to make millions of dollars for betting on, or working for, Elon Musk.
But thanks to Musk’s work with DOGE, his public comments on X, and the infamous gesture he made at Donald Trump’sinaugurationthat looked a lot like aNazisalute, someone realized there was money to be made by avoiding him.
Anexchanged-traded fund creatorwith theapproponame ofSubversive Capitalhas found a way to tap into that negative sentiment with two new anti-Elon exchanged-traded funds.
The ETFs, which aresimilar tomutual funds, except they are traded like regular stocks, are legally registered by Tidal Trust I and attached to a brand called Subversive Markets Lab LLC. (Bloomberg was the first to spot the filing.)
Avoiding the world’s richest person can be tricky for the average investor, who likely puts their money into mutual funds tied to indices like the S&P 500 and Nasdaq 100. SpaceX, which is in the FTSE Russell and MSCI indexes, was recently added to the Nasdaq 100. That means it’s included in funds that track those indexes. Musk’s other publicly traded company, Tesla, is a longtime favorite ofmutual funds, especially the largecapand growth varieties.
The two newly registered ETFs, named Nasdaq-100 Ex-Elon Enterprises ETF and S&P 500 Ex-Elon Enterprises ETF, are designed to block these companies. As of the date of the prospectus, the excluded enterprises are Tesla (TSLA) and Space Exploration Technologies Corp. (SPCX), the filing states. Musk’s other companies, including Neuralink and The Boring Company are not publicly traded.
It is possible that the Ex-Elon funds may exclude other companies that becomeclosely associatedwith the near-trillionaire, too. TheEx-Elonfundsseek“to provide capital appreciation through exposure to a broad universe of large-capitalization U.S. equity securities, while excluding the equity securities of companies that are founded, controlled, or led by Elon Musk, or with which Mr. Musk is otherwise primarily associated,” so the document filed with the U.S. Securities and Exchange Commission reads.
While these are legitfundsthat investors will soon be able totrade,there’salso more than a bit of tongue and cheek going on. Prior to the Ex-Elon funds, Subversive earned headlines for its other ETFs that promise to let regular folks “invest like the oligarchy.”One of thosefundsholdsstocksknown to be traded byDemocratic members of Congress and their spouses, and the other mirrors those heldbytheRepublican side of the aisle.
It’s too early to say if investors will pile into these Ex-Elon ETFs, which have the tickers QQNE and SPNE, or if they will perform better than funds that include Musk’s companies. But they do reflect a growing appetite forways toavoid Musk, and,given his famed hostility to traders who shorted Tesla,perhaps evenannoy him a little.
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