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ARK Fintech Innovation ETF

320 hedge funds and large institutions have $685M invested in ARK Fintech Innovation ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
102
Reduced
103
Closed
33
Calls
$100M
Puts
$89.5M
Net Calls
+$10.7M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
251
Montag & Associates
Georgia
$21K
SSB
252
Sandy Spring Bank
Maryland
$20K
PWA
253
Phoenix Wealth Advisors
North Carolina
$20K
JCM
254
Jacobi Capital Management
Pennsylvania
$19K
NFSG
255
Newbridge Financial Services Group
Florida
$19K +$4.24K +86 +29%
GEA
256
Glen Eagle Advisors
New Jersey
$18.7K +$2.86K +58 +18%
SIS
257
Sound Income Strategies
Florida
$18K
RG
258
Retirement Group
California
$18K
CWC
259
Carolinas Wealth Consulting
North Carolina
$18K
APWA
260
Atlas Private Wealth Advisors
New Jersey
$18K
RFWA
261
RPg Family Wealth Advisory
Massachusetts
$17.9K +$4.15K +84 +30%
SBL
262
Sargent Bickham Lagudis
Colorado
$17K
ACA
263
Aptus Capital Advisors
Alabama
$15K -$13.4K -270 -47%
CMBA
264
C.M. Bidwell & Associates
Hawaii
$15K
FPS
265
Fieldpoint Private Securities
Connecticut
$15K +$15K +300 New
SFP
266
Sterling Financial Planning
New Jersey
$15K +$15K +300 New
AIP
267
Ameritas Investment Partners
Nebraska
$14K
PMFA
268
Plante Moran Financial Advisors
Michigan
$14K +$14K +283 New
TWM
269
Tradition Wealth Management
Minnesota
$12K +$4.94K +100 +70%
TFA
270
Toth Financial Advisory
Virginia
$11K
GWMIA
271
Global Wealth Management Investment Advisory
Florida
$10K
COCM
272
Charter Oak Capital Management
New Hampshire
$10K
RIM
273
Rockbridge Investment Management
New York
$10K
GAM
274
Gemmer Asset Management
California
$10K
AFG
275
Albion Financial Group
Utah
$9K -$1.18K -24 -12%