作者： 许然
周五，一只与“木头姐”凯西·伍德旗下旗舰基金ARKK“对着干”的ETF现在已经积累了2.34亿美元的资产。这只成立不到三个月的基金Tuttle Capital Short Innovation ETF(SARK.US)目前回报率约为50%。
SARK在ARKK下跌时获利，该基金使用掉期合约做空ARKK，且在连续10个交易日实现了资金流入。SARK的涨势意味着更多投资者准备好了做空ARKK。不断上涨的美债收益率正在动摇科技及成长股，对伍德所青睐的许多股票造成了压力。ARKK今年以来已暴跌了20%，而SARK则上涨了22%。
高级ETF分析师Eric Balchunas表示：“任何获得超过2亿美元资产的独立ETF都已经战胜了困难，更不用说在成立前三个月就做到了这一点。”
分析师James Seyffart指出：“对SARK的吸金力并不感到惊讶，趋势是你的朋友，对于ARK来说，现在的趋势仍然是负面的。”
Tuttle Capital Management LLC的首席执行官Matthew Tuttle指出，SARK最近甚至在ARKK上涨的日子里都有资金流入。在Tuttle看来，这表明投资者越来越将该基金视为一种对冲工具或对宏观环境的押注，而不仅仅是为了做空ARKK。他表示：“不管ARKK表现如何，我的确认为资金将继续流入SARK。”
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