ETF Rebalancing, Hedge Fund Trades, and Capital Market

Wang, George and Yao, Chelsea and Yelekenova, Adina (2023) ETF Rebalancing, Hedge Fund Trades, and Capital Market. Working Paper. SSRN Working Paper. (Unpublished)

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Abstract

We study the interaction between ETF rebalancing and hedge fund “front-running” trades and its implications for the capital market. First, we document that ETF rebalancing has a strong negative relation with future stock returns. Second, we observe that hedge funds gradually increase (decrease) their net arbitrage positions before ETF rebalancing. Strikingly, the “front-running” stocks bought by hedge funds significantly outperform stocks not subject to hedge funds front-running by 0.86% (with a t-statistic of 3.86) before the month of ETF rebalancing. Our findings raise the question of the potential cost of ETFs rebalancing due to their embedded transparency and predictability, which creates anticipatory arbitrage trading by hedge funds.

Item Type:
Monograph (Working Paper)
Subjects:
?? etf rebalancinghedge fundsarbitrage tradesstock returns ??
ID Code:
184193
Deposited By:
Deposited On:
16 Jan 2023 14:30
Refereed?:
No
Published?:
Unpublished
Last Modified:
15 Jul 2024 08:01