Updated
Updated · Barron's · May 11
Tema Space Innovators ETF holds 11.1% SpaceX pre-IPO stake and rises over 25%
Updated
Updated · Barron's · May 11

Tema Space Innovators ETF holds 11.1% SpaceX pre-IPO stake and rises over 25%

10 articles · Updated · Barron's · May 11
  • Launched on 31 March under ticker NASA, the actively managed fund accesses SpaceX through a special purpose vehicle and makes the private company its largest holding.
  • Morningstar says three other ETFs hold SpaceX pre-IPO shares, but none are pure-play space funds; rivals including UFO, ARKX, ROKT, MARS and UFOX have also posted strong 2026 gains.
  • The rally reflects investor excitement over SpaceX's expected IPO and the wider space economy, while some index providers are changing rules to allow day-one access to future listings.
With SpaceX’s IPO looming, is paying a premium for early ETF access a winning strategy or a speculative trap?
How will SpaceX's massive IPO and new 'fast entry' rules permanently alter strategies for tech investors and index funds?

Tema Space Innovators ETF (NASA): Unlocking Retail Access to SpaceX and the $1.8 Trillion Space Economy

Overview

Launched in March 2026, the Tema Space Innovators ETF (NASA) offers investors a new way to access the fast-growing space industry by focusing on pure-play space companies. What sets this ETF apart is its unique structure that provides direct exposure to SpaceX, a leading private space company, through a Special Purpose Vehicle (SPV). Tema manages and maintains its SpaceX stake, absorbing all related transaction costs for investors. This approach gives shareholders streamlined access to a key player in the space sector, making the ETF an attractive option for those seeking targeted growth opportunities beyond traditional aerospace investments.

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