Ark Invest again bought COIN and HOOD while the market was falling, you know. Cathie Wood and her team are very serious about the crypto sector, even though COIN dropped 1.55% and HOOD fell more than 3.4% at that time. They added 22,452 Coinbase shares worth about $4.09 million and 158,587 Robinhood shares around $12.06 million through their three ETFs - ARKK, ARKW, and ARKF.

Interestingly, COIN is now the 7th largest position in ARKK with a weight of 4.30%, while HOOD ranks 8th with 4.18%. This means ARKK's share price and portfolio composition are quite affected by these two stocks. This is not an ordinary decision - buying during a dip like this shows Ark still believes in the fundamentals of the crypto sector despite macro pressures.

They also rebalanced in Tesla, Amazon, Shopify, but cut positions in Roku and some other stocks. Their strategy of selective buying during high volatility seems to be their playbook to capitalize on market dislocations.