Advisors Seek Nvidia Exposure via Video Game ETFs
Advisors favor video-game and metaverse ETFs like GAMR and FMET to gain diversified exposure to Nvidia-driven AI hardware while avoiding single-stock concentration.
Financial advisors are moving client allocations into video-game and metaverse exchange-traded funds to capture demand tied to Nvidia-driven AI hardware without taking large positions in a single stock. Amplify Video Game Leaders ETF (GAMR) and the Fidelity Metaverse ETF (FMET) are cited as examples of funds that mix chip makers with game developers and digital infrastructure.
Nvidia reports earnings after the bell today, a development that has already increased trading activity in related chip names including AMD and Intel. Rather than buying standalone semiconductor stocks or pure-play chip ETFs, some advisors are choosing thematic funds that combine hardware producers with software developers, gaming publishers and cloud and network infrastructure companies to spread exposure across industries.
GAMR allocates about 19% of its portfolio to AMD and roughly 11% to Nvidia, blending component makers with game developers and publishers. The Invesco Next Gen Media and Gaming ETF (GGME) and FMET are cited by advisors as alternative ways to access the next-generation media and virtual-world ecosystems.
FMET allocates roughly 4.8% to Nvidia and about 8% to AMD while also investing in network real estate and specialized cloud services that support large-scale rendering and AI workloads. Those holdings offer exposure to the physical and service infrastructure used for high-performance computing and real-time rendering.
Index construction and fee arrangements differ by fund. VettaFi provides the index used by GAMR and receives a licensing fee. ETF weights are approximate and change over time. These funds remain subject to sector-specific volatility and can move with major hardware news such as Nvidia’s earnings report.
