对于不希望投资马斯克旗下公司的投资者，财务顾问建议采用「直接指数化」（direct indexing）等方案，透过购买一篮子个股来模拟指数，进而精确排除特定股票。然而，随著马斯克旗下企业市值不断攀升并被纳入各大主流指数，被动投资的普及使得避开这些股票变得日益困难。
此一抗议马斯克的运动反映出被动投资兴起所带来的华尔街结构性挑战。随著大量退休资金自动流入被动管理基金，被纳入指数的公司将获得源源不断的资金支持，从而推高股价，这也让主动型基金经理人更难超越大盘表现。
As SpaceX joins flagship stock indexes like Nasdaq this week, some investors who disapprove of Elon Musk's political activism and financing methods are actively seeking to exclude the company from their portfolios. This includes moving funds into European equities, buying shares of competitors, or abandoning traditional exchange-traded funds (ETFs) tracking US benchmarks.
For clients wanting to avoid backing Musk's ventures, financial advisers are offering direct indexing as a solution, which allows investors to buy a customized basket of individual stocks mimicking an index while excluding specific companies. However, as Musk's companies grow larger and enter major benchmarks, avoiding them becomes increasingly difficult due to the rise of passive investing.
This movement against Musk highlights the broader structural challenges on Wall Street driven by the passive investing boom. As retirement savings automatically flow into passive index-tracking funds, index inclusion guarantees massive inflows for large companies, supporting their stock prices and making it harder for active managers to outperform.