According to @StockMKTNewz, ARK Invest led by Cathie Wood sold 86,139 shares of Tesla (TSLA) in ARKK today and purchased 111,781 shares of Broadcom (AVGO) in ARKK, with the trade details reported on Jan 15, 2026 (source: @StockMKTNewz). This rebalance reduces ARKK’s TSLA exposure and increases AVGO/semiconductor exposure for the day, a rotation that traders may watch for short-term flows and liquidity around TSLA and AVGO (source: @StockMKTNewz). For crypto market context, tech rotations have at times shown positive correlation with BTC’s risk sentiment in 2023–2024, so traders can monitor this shift as a sentiment gauge rather than a direct catalyst (sources: Bloomberg Intelligence; Coin Metrics).