Updated
Updated · CNBC · Aug 19
Retail Investors Double Put Buying Since April, Cut Long Exposure With Inverse ETFs
Updated
Updated · CNBC · Aug 19

Retail Investors Double Put Buying Since April, Cut Long Exposure With Inverse ETFs

3 articles · Updated · CNBC · Aug 19

Summary

  • Put buying on the 12 most retail-favored stocks has nearly doubled since April versus the first quarter, rising to 110% of net cash buying from about 26% as outright stock purchases declined.
  • Vanda said the shift shows retail traders still pursuing AI names but hedging more aggressively with protective puts and inverse ETFs instead of reflexively buying every dip.
  • Bullish and bearish tech ETF buying has both fallen since mid-April, with bullish activity down about 50% and bearish flows down roughly 35%, signaling reduced outright exposure rather than a broad bearish turn.
  • Schwab's STAX rose to 59.80 in July from 59.12 in June—its highest since January 2022—as clients remained net buyers by more than 2-to-1, while also adding some QQQ puts to hedge broader tech exposure.
  • Fidelity said leveraged and inverse ETFs can serve as hedges or directional bets, underscoring that retail caution heading into fall still sits alongside appetite for tactical risk in AI-linked trades.

Insights

Why are traders piling into Meta puts near $550 if the biggest risk may be not fines, but court-ordered changes to Instagram and Facebook?
Is the market treating Meta’s legal fight like a temporary selloff, while missing a California precedent that could reshape social media design industry-wide?
If Meta’s youth-safety trial goes badly, could child-data deletions and product redesigns hit not just profits but its entire AI strategy?