The "2x Long Buffett" ETF is here

Wallstreetcn
2024.11.13 03:33
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The demand for individual stocks and leveraged ETFs in the U.S. market is booming, but the underlying assets are mostly high-volatility tech companies like NVIDIA, Tesla, and Apple. BRKX will be the first leveraged ETF in the U.S. to go long on the value representative Berkshire Hathaway

Warren Buffett, who has always kept a distance from leverage, is now being leveraged to go long.

Recently, one of South Korea's largest retail brokerages, Kiwoom Securities Co., and U.S. ETF provider Tidal Investments plan to jointly launch a 2x leveraged ETF that goes long on Berkshire Hathaway, led by Buffett.

According to registration documents submitted by Tidal Trust to U.S. regulators, the Kick BRK 2X Long Daily Target ETF (BRKX) will be listed on the New York Stock Exchange, aiming to achieve double the daily performance of Berkshire Hathaway Class B shares through swap agreements and options contracts.

Berkshire Hathaway's Class B shares have risen 29% so far this year to $466, with an increase of over 1800% since 1996.

In the past two years, there has been a surge in demand for individual stocks and leveraged ETFs in the U.S. market, but the targets have mostly been high-volatility tech companies like Nvidia, Tesla, and Apple, catering to investors with a higher risk appetite.

BRKX will be the first leveraged ETF that goes long on the value representative of Berkshire to be listed in the U.S. Similar products have been launched in European stock markets, but they have not received much attention, such as the Leverage Shares 2x Long Berkshire Hathaway ETP Securities, which only has about $2.3 million in assets.

Buffett himself has never advocated for leveraged investments and has referred to derivatives as "weapons of mass financial destruction," so he may not favor this ETF that amplifies returns through derivatives, but investor interest is significant.

According to a survey conducted by researchers on second homes regarding whether investors would buy BRKX, 79% of nearly 100 participants indicated that they would buy.

BRKX is initiated by Kiwoom Securities, with Tidal Investments responsible for its operation. In the context of a sluggish domestic stock market in South Korea, Korean securities firms are turning to the U.S. market for opportunities, while South Korean retail investors have shown great interest in leveraged ETFs and the stocks of the "Oracle of Omaha."

According to data compiled by the Korea Securities Depository as of November 8, individual investors in South Korea hold over $800 million in Berkshire Class A and B shares, with holdings in Direxion Daily TSLA Bull 2X Shares, which goes long on Tesla, reaching $1.2 billionThis article is sourced from: Second Home Researcher, original title: "The ETF that 'Doubles Down on Buffett' is Here"