Stock Markets January 22, 2026

Defiance and Futurum Introduce ETF Targeting Stocks Favored by Retail Investors

New ETF aims to capitalize on sustained interest from self-directed investors in growth and momentum stocks

By Nina Shah MU PLTR HOOD
Defiance and Futurum Introduce ETF Targeting Stocks Favored by Retail Investors
MU PLTR HOOD

Defiance ETFs and Futurum Equities have collaborated to launch the Defiance Retail Kings ETF, an actively managed fund focusing on 30 to 50 US stocks that appeal primarily to self-directed retail investors. The ETF avoids fleeting meme stock phenomena and instead targets companies positioned for long-term engagement and growth, including names like Micron, Palantir Technologies, and Robinhood. Recent data underline the increasing influence of retail investors, highlighted by strong net inflows into US equity funds despite recent market volatility.

Key Points

  • The Defiance Retail Kings ETF offers an actively managed portfolio with 30 to 50 stocks appealing to self-directed retail investors seeking high-growth and high-momentum opportunities.
  • The fund avoids transient meme stock trends, instead targeting companies expected to remain relevant and attractive to evolving investor demographics over the next decade or longer.
  • Recent data indicate retail investors have significantly increased their market participation, with inflows nearly doubling recent averages during recent weeks despite market volatility.

Defiance ETFs, working in conjunction with Futurum Equities, unveiled a new exchange-traded fund designed to offer investors an actively managed portfolio centered on companies with notable appeal among individual stock market participants. The Defiance Retail Kings ETF specifically comprises a selection of roughly 30 to 50 US-listed equities deemed by the fund managers to resonate strongly with self-directed retail investors pursuing opportunities characterized by rapid growth and momentum.

Unlike funds that chase the craze of meme stocks—small-cap companies subject to wild price swings fueled by social media trends—the Defiance Retail Kings ETF selects firms believed to possess lasting viability over the next decade or potentially two. Sylvia Jablonski, Defiance's chief investment officer, emphasized that the fund prioritizes companies maintaining enduring investor engagement, particularly by a newer generation of stock market participants.

The ETF's inaugural portfolio includes a diverse array of firms such as Micron Technology, known for memory and semiconductor products; Palantir Technologies, a data analytics company; and Robinhood, the brokerage platform that has attracted a large audience of self-directed traders. Additionally, the fund features Oklo, a manufacturer specializing in small nuclear reactors, which has gained attention as a strategic way to benefit from the artificial intelligence boom and its related surge in power demand. Notably, Oklo's shares have risen approximately 170% over the prior 12 months.

The prominence of retail investors—targeted by Defiance and Futurum Equities as key buyers of the new ETF—has been reinforced amid recent market fluctuations. According to a report issued Thursday by JPMorgan Chase analysts, retail investors allocated $12.9 billion toward US stocks and equity funds during the week ending the previous Wednesday, nearly doubling the 12-month weekly average inflow of $6.7 billion. Furthermore, Vanda Research highlighted strong individual investor buying activity on Tuesday, documenting $1.8 billion of net purchases on a day when overall equities declined, marking the highest single-day retail inflow since October of the previous year.

Risks

  • The ETF's focus on companies favored by retail investors could expose it to volatility if investor sentiment shifts rapidly, particularly in growth and momentum sectors such as technology and renewable energy.
  • Concentration in certain stocks like Oklo, linked to emerging technologies and sectors benefiting from the AI surge, may carry sector-specific risks related to technological adoption and regulatory changes.
  • Market turbulence may affect the fund's performance as retail investor activity, while strong currently, can be cyclical and influenced by broader economic and financial conditions.

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