ARK Invest is a manager of actively managed thematic ETFs. In recent years, due to the popularity of its CEO, Cathie Wood, it has been the focus of all media eyes. Currently, ARK Invest is among 15 issuers ETFs the world’s largest and one of the most recurring portfolios of any investor. What sets this company apart is innovation.
In this article we will see a ETF analysis actively managed by and how can you trade with them? from Spain.
What is ARK Invest?
ARK Invest is an investment manager founded in 2014 by Catherine Wood (Portfolio Manager at ARK Invest ETFs). However, this is not just any company. It has a strategy that makes it unique: it tries to take advantage disruptive innovation and builds its vehicles on it.
ARK seeks to identify companies that are leading and benefiting from cross-industry innovations such as artificial intelligence, robotics, energy storage, DNA sequencing and blockchain technology.
How does ARK Invest invest?
His investment philosophy is based on there are certain companies that will forcefully break into the future and change the known world. These companies will be market leaders and will benefit their investors.
Thus, ARK Invest designs thematic ETFs, based on methods that are different from the traditional ones. Their analysis is not based on the financial field but on the technical one (the analysts are experts in the corresponding fields).
One aspect of ARK Invest to consider is the relationship it has with the scientific community. This company is completely transparent and publishes its research on its website.
This fact gives rise to being able to receive feedback from different figures related to the thematic areas in which it invests and even from academic circles.
We are in business innovative in every way (not only because it invests in innovation). In addition to its investment process, it is a company that focuses on the so-called collaborative economy and create actively managed ETFs.
How many ETFs does ARK Invest have?
The investment solutions offered by ARK Invest are classified by investment strategy:
- disruptive innovation.
- Next generation internet.
- Genetic revolution.
- Automated and robotic technology.
- Fintech innovation.
- Mobility as a service.
- Space exploration.
- 3d printing.
- Israeli innovation.
- disturbances in the early stages.
- ARK transparency.
Below we show you the different ETFs manager:
Source: Ark Invest
What happened to ARK Transparency?
Launched in 2014, it is reported to be shutting down at the end of July due to the impossibility of finding another index provider. Index provider Transparency Global announced earlier this month that it would no longer calculate the underlying Transparency IndexTM after July.
The index, tracked by the ARK Transparency ETF, included the 100 global companies that the index provider deemed to be the most transparent. Understanding transparency which “increased consumer satisfaction, reduced financial crime and reduced environmental violations, while offering long-term growth opportunities for investors.”
How to buy ARK ETFs from Spain?
Its ETFs are available in the USTherefore, as stated in a comment taken from a forum corresponding to this page: the European investor can run them through derivatives (they are not available under MiFID II).
- We have successfully verified that customers exante once registered in Malta they can trade ARK ETFs on their platform
ARK Innovation ETF the only background available Europeas it is also available under the mutual fund formula (investment funds regulated in the European Union).
Mutual funds ETFs can be contracted with anyone specialist ETF broker
If you are professional investor you could directly access their ETFs in the following brokers: Interactive brokers
As an innovation, we wanted to convey that there is an option to replicate them through ETPs launched by bonds listed in Europe.
- LS ARKK Innovation Tracker ETP (ARKA)
- LS ARKG Genomic Tracker ETP (ARKC)
- LS ARKW NextGen Internet Tracker ETP (ARKB)
- Leverage Shares 3x Long ARKG Genomic ETP Securities (3ARG)
- Leverage Shares 3x Long ARKW NextGen Internet ETP Securities (3ARW)
- Split Shares 3x Long ARKK Innovation ETP Securities (3ARK)
- Exploitation Shares -3x Short ARKG Genomic ETP Securities (SARG)
- Exploitation Shares -3x Short ARKW NextGen Internet ETP Securities (SARW)
- Exchange shares -3x Short ARKK Innovation ETP Securities (ARKS)
Here is an overview of the main active ETFs:
Ark Innovation ETF (ARKK)
The Ark Innovation ETF bases its strategy on the former “disruptive innovation”. That is, products or services that have the potential to change the way the world works.
This ETF builds a portfolio based on companies that depend on or benefit from this technological development. They can be improvements in technology, advances in scientific research, innovation in industrial energy, automation, the Internet, fine technology, etc.
Namely combines different themes, as long as they have in common a disorder. Invests at least 65% of its assets in stocks. It is an ETF of active management.
To get a better idea of what companies he invests in, here are his five largest portfolio positions:
- Tesla: 8.66%
- Zoom: 8.55%
- Years: 8.03%
- CRISPR therapy: 5.04%
- Teladoc Health: 5.04%
ARK Next Generation Internet ETF (ARKW)
In this case, depending on its theme, the ARK Next Generation Internet ETF is based on investing in companies that are focused on (or that can benefit from) the change in infrastructure related to new technologies:
- Cloud computing and cyber security.
- Electronic business.
- Big Data and Artificial Intelligence.
- Mobile technology and the Internet of Things.
- Social forums.
- Blockchain and P2P.
This is another ETF with a active management and as the culture at ARK is emphasized long term. Invests at least 80% of its assets in stocks.
- Years: 8.64%
- Tesla: 7.98%
- Zoom: 7.83%
- Coin base: 6.80%
- Blockage: 6.23%
ARK Genomic Revolution ETF (ARKG)
In this case, the theme of the investment is based on profit to prolong and improve the quality of lifethrough, as expected, technological progress.
This ARK Invest ETF builds your portfolio by companies that can develop, produce or enable:
- CRISPR technology
- Targeted treatment.
- Molecular analysis.
- Mother cells.
- Agricultural Biology.
Generally, the ARK Genomic Revolution ETF searches and finds its candidates in the Department of Health, including those companies that do business in the field of biotechnology.
In accordance with the principles of ARK Invest, it is an ETF actively managedaim to long term and invests at least 80% of its assets in stocks.
- Exact Science: 7.14%
- Teladoc Health: 5.44%
- Ionis Pharmaceuticals: 5.09%
- Fate Therapeutics: 4.78%
- Crispr Therapeutics: 4.72%
ARK Autonomous Technology & Robotics ETF (ARKQ)
Morningstar gives four stars ARK Autonomous Technology & Robotics ETF, which is not bad at all. The theme of this fund is automation and production of transportation materials. Energy is also present in this ETF.
In this way, your portfolio is made up of companies that produce or participate in:
- Independent transportation.
- Robotics and Automation.
- 3d printing.
- Energy storage.
- Space exploration.
The policy that governs management are those common to ETFs launched by ARK Invest (active management, long-term orientation, minimum 80% in stocks, etc.).
- Tesla: 10.46%
- Kratos Defense and Security: 8.08%
- Trimble: 7.85%
- Uipath: 6.86%
- Iridium Communications: 5.30%
ARK Fintech Innovation ETF (ARKF)
This is another ETFs ARK Invest: interest rate change (minimum 80%), managed activein search of capital growth long term. However, the theme of the ARK Fintech Innovation ETF “Fintech Innovation”.
ARK consultants define such a term as: promotion of new products or services enabled by technology that can bring about potential changes in the financial sector.
ARK notes that however the following products and/or services are included, not limited to this list:
- Business innovation.
- Blockchain technology.
- Risk shift.
- Frictionless funding platforms.
- Customer-facing platforms.
- New intermediaries.
- Shopify: 10.06%
- Block: 9.82%
- Coin base: 8.14%
- Twilio: 7.20%
- Uipath: 6.96%
Much has been written about his film. I suggest you read the contents of TheVeritas blog about his film
Start investing your money in cryptocurrencies and get Free Bitcoin when you buy or sell 100$ or more if you register in Coinbase