ARK Invest's actively-managed ETFs had more than $11 billion in assets under management this week, and the firm's bitcoin bullishness has extended to other cryptocurrency sectors. Blockworks analyzed ARK's entire ETF portfolio over the past two years to determine how bullish Wood's firm has been on Coinbase over the long haul, as well as additional equities with crypto exposures. The analysis shows that Coinbase was the firm's second-most favored stock across that period, slightly ahead of Zoom and DraftKings. ARK also holds other stocks impacted by the ebbs and flows of crypto markets, including Robinhood, Block, Nvidia, Tesla, Grayscale Bitcoin Trust, and failed crypto bank Silvergate. Overall, weight for ARK's crypto-exposed stocks has jumped 55 percentage points over the past two years, from under 14% to 21%.

(By DAVID CANELLIS)