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ARK Genomic Revolution ETF
ARKG

106 hedge funds and large institutions have $173M invested in ARK Genomic Revolution ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 15

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $142M → $173M (+$31.1M)

14% more funds holding

Funds holding: 93 → 106 (+13)

4.8% more ownership

Funds ownership: 28.71% → 33.51% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
34
Increased
39
Reduced
15
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$11.5M
2
UBS Group
UBS Group
Switzerland
+$10M
3
CPA
Capital Planning Advisors
California
+$4.82M
4
Bank of America
Bank of America
North Carolina
+$3.62M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
UAM
UAS Asset Management
New York
-$2.35M
2
PCM
Penserra Capital Management
California
-$1.49M
3
CAN
Claraphi Advisory Network
United States
-$1.37M
4
TRCT
Tower Research Capital (TRC)
New York
-$746K
5
HT
HAP Trading
New York
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
51
Mariner Independent Advisor Network
Kansas
$370K +$408K +12,206 New
JP Morgan Chase
52
JP Morgan Chase
New York
$334K +$81.5K +2,438 +30%
SW
53
SkyOak Wealth
Michigan
$315K +$29.9K +895 +10%
CG
54
Caprock Group
Idaho
$292K +$312K +9,325 New
MCM
55
Mainstay Capital Management
Michigan
$289K +$320K +9,571 New
MC
56
Moors & Cabot
Massachusetts
$286K – – –
SPIA
57
Steward Partners Investment Advisory
New York
$283K +$44.5K +1,331 +17%
CWC
58
Carolinas Wealth Consulting
North Carolina
$282K +$301K +9,015 New
RZH
59
Relyea Zuckerberg Hanson
Connecticut
$276K – – –
GIA
60
Gladstone Institutional Advisory
Florida
$274K +$32.3K +966 +12%
BOM
61
Bank of Marin
California
$260K +$278K +8,315 New
GTAM
62
Global Trust Asset Management
Florida
$259K +$241K +7,206 +801%
WA
63
Waverly Advisors
Alabama
$253K – – –
MIFH
64
Migdal Insurance & Financial Holdings
Israel
$241K +$64.9K +1,942 +34%
CCM
65
Canal Capital Management
Virginia
$237K +$253K +7,586 New
GVAG
66
Great Valley Advisor Group
Delaware
$220K +$235K +7,030 New
PWM
67
Perigon Wealth Management
California
$219K +$220K +6,584 New
Bank of New York Mellon
68
Bank of New York Mellon
New York
$215K +$230K +6,875 New
BWA
69
BDO Wealth Advisors
Florida
$208K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$128K +$137K +4,100 New
ASN
71
Advisory Services Network
Georgia
$120K +$48.5K +1,452 +61%
CAC
72
Certified Advisory Corp
Florida
$118K -$16.4K -491 -11%
EWM
73
EPG Wealth Management
Georgia
$109K +$117K +3,491 New
GFPC
74
Global Financial Private Client
Florida
$95.2K +$5.68K +170 +5%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$90K – – –
1 2
3
4 5

ARKG Hedge Fund Activity: Q1 2020 in Review

106 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in ARK Genomic Revolution ETF (ARKG) for Q1 2020, worth a combined $173M — up 22% from $142M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ARKG positions and 18 closed out — a net gain of 16 holders — while 39 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.5M. The largest seller was UAS Asset Management, exiting entirely with an estimated $2.35M sold.

  • 106 institutional investors held ARK Genomic Revolution ETF (ARKG) as of Q1 2020, up from 93 in Q4 2019.
  • Funds reported $173M of ARK Genomic Revolution ETF stock for Q1 2020, up 22% quarter-over-quarter.
  • 34 funds opened new ARK Genomic Revolution ETF positions in Q1 2020 and 18 closed out, a net change of +16 holders.
  • The largest ARK Genomic Revolution ETF buyer in Q1 2020 was Morgan Stanley, an estimated $11.5M added.
  • The largest ARK Genomic Revolution ETF seller in Q1 2020 was UAS Asset Management, an estimated $2.35M sold.

Based on aggregated 13F filings for Q1 2020.