ETFs to Watch as HOOD Shares Fall 7% Following Q4 Revenue Miss

Core Insights - Robinhood Markets (HOOD) shares fell 7% in after-hours trading due to a revenue miss in Q4 2025, despite surpassing earnings estimates [1] - The recent decline in share price may provide an attractive entry point for investors as the company aims to evolve into a global financial super-app [2] Financial Performance - HOOD's Q4 earnings exceeded the Zacks Consensus Estimate by 4.8%, while revenues fell short by 4% [6] - Year-over-year, the company achieved double-digit revenue growth, with total Platform Assets increasing by 68% [6] - Robinhood Gold Subscribers rose by 58% year-over-year, reaching 4.2 million [6] Business Diversification and Growth Strategy - The company reported a 39% increase in interest-earning assets, driven by growth in its cash sweep program, margin, and credit card loan book [7] - By the end of 2025, HOOD had 11 businesses generating over $100 million in annualized revenues, with new initiatives like Robinhood Legend and the Gold Card in development [8] - The company plans to accelerate product velocity in 2026, targeting over 20% net deposit growth and the rollout of Robinhood Social to initial customers [9] Investment Opportunities - For investors seeking exposure to HOOD while mitigating single-stock risks, Exchange-Traded Funds (ETFs) with significant holdings in the company are recommended [4] - Notable ETFs include: - First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT), which has 7.39% of its assets in HOOD [11] - ARK Blockchain & Fintech Innovation ETF (ARKF), with HOOD representing 4.20% of the fund [12] - ARK Innovation ETF (ARKK), where HOOD accounts for 3.95% of the fund [13]