Newly proposed exchange-traded funds would let investors track major U.S. stock indexes while excluding companies associated with Elon Musk. Multiple reports say Subversive ETFs, a New York-based ETF firm, has filed with the U.S. Securities and Exchange Commission for two “Ex-Elon” funds. One fund would track the Nasdaq-100, and the other would track the S&P 500. Both funds use an exclusion rule that removes companies that are founded, controlled, or led by Musk. As a result, companies such as Tesla and SpaceX are expected to be excluded. The funds are designed to offer exposure to broad, index-based performance while avoiding Musk-linked holdings. The filings signal an approach in which index methodologies can be modified to meet specific investor preferences, including excluding a particular business figure’s companies.
New “Ex-Elon” ETFs filed to exclude Elon Musk-led companies
Newly proposed exchange-traded funds would let investors track major U.S. stock indexes while excluding companies associated with Elon Musk. Multiple reports say Subversive ETFs, a New York-based ETF...
- Subversive ETFs files with the SEC to launch two “Ex-Elon” exchange-traded funds.
- One proposed fund tracks the Nasdaq-100; the other tracks the S&P 500.
- Both funds exclude companies that are founded, controlled, or led by Elon Musk.
- Tesla and SpaceX are expected to be excluded under the rules.
- The goal is to provide broad market exposure without investing in Musk’s companies.
An investment firm is offering a way to invest in the broad market without owning Elon Musk’s companies. New York-based Subversive ETFs has filed with the SEC for two “Ex-Elon” funds, Bloomberg reports. One fund tracks the Nasdaq-100 and the other the S&P 500. Both exclude any company “founded, controlled or led by” Musk. The products […] This story continues at The Next Web
1 month agoSubversive ETFs filed to launch new "Ex-Elon" funds excluding Elon Musk's companies, Tesla and SpaceX.
1 month agoThe new exchanged-traded funds exclude companies that are founded, controlled, or led by Elon Musk. That means no SpaceX or Tesla.
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