Liquidity may not scale proportionally with index size, meaning that when large amounts of money flow into index funds tracking large companies, those companies may not have enough incremental liquidity to accommodate those flows without significant price impact.

causalpending

Speaker

Jack Forand

Evidence Quote

liquidity might not scale with sides um and so yes the money is going into apple and Nvidia in relation to their float adjusted market cap but if their liquidity is not scaling with that properly you can get impact

Source

Passive Investing Has Had a Major Impact on the Market: Here is What It Means for Your PortfolioExcess Returns
Created: 8/11/2026, 6:34:01 AM

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