ARRK Innovation wins with strong trading, not technicalsThat indicates the trading of the fund has been superior. The concept of ARKK remains solid, however, investors should know that risk emanates also from trading skill of management. As the fund grows, trading for Wood will become harder. This is a satellite fund opporunity until the fund gets "too big." What is too big? Typically when the assets under management get to be about equal to the average net market cap of stocks traded. That is, if the average market cap of stocks owned is $10 billion, then the fund can likely trade effectively until it has around $10 billion under management. This rule is not firm, it is fudgey, but generally about right.