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ARK Innovation ETF

616 hedge funds and large institutions have $3.91B invested in ARK Innovation ETF in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 184 increasing their positions, 210 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+24
Holders Change %
+4.05%
% of All Funds
9.86%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.27%
New
109
Increased
184
Reduced
210
Closed
69
Calls
$1.08B
Puts
$1.59B
Net Calls
-$512M
Net Calls Change
-$831M
Name Holding Trade Value Shares
Change
Shares
Change %
NL
251
NWAM LLC
Washington
$511K -$1.11M -27,484 -68%
GWM
252
Geneos Wealth Management
Colorado
$506K +$91.1K +2,259 +22%
IFA
253
Interactive Financial Advisors
Illinois
$503K -$25.6K -634 -5%
Bank Julius Baer & Co
254
Bank Julius Baer & Co
Switzerland
$502K
PWM
255
Perigon Wealth Management
California
$499K -$12.5K -310 -2%
KP
256
Keel Point
Alabama
$499K +$499K +12,371 New
CW
257
CreativeOne Wealth
Kansas
$499K -$22.7K -562 -4%
NFSG
258
Newbridge Financial Services Group
Florida
$496K -$2.18K -54 -0.4%
CHAM
259
Clear Harbor Asset Management
Connecticut
$494K
DA
260
Doliver Advisors
Texas
$493K +$35.2K +873 +8%
DADC
261
D.A. Davidson & Co
Montana
$487K +$149K +3,682 +44%
PCH
262
PGIM Custom Harvest
New Jersey
$480K +$20.7K +512 +4%
GW
263
GW & Wade
Massachusetts
$477K +$44.4K +1,099 +10%
Belvedere Trading
264
Belvedere Trading
Illinois
$472K +$307K +7,605 +185%
AMM
265
American Money Management
California
$471K +$471K +11,671 New
ACA
266
Aptus Capital Advisors
Alabama
$470K +$77.7K +1,925 +20%
WAP
267
Wealthcare Advisory Partners
Pennsylvania
$469K +$97.9K +2,428 +26%
CCFM
268
Clear Creek Financial Management
Washington
$466K -$251K -6,232 -35%
HFRG
269
Houlihan Financial Resource Group
Virginia
$466K -$202 -5 -0%
BA
270
Bridgewater Advisors
New York
$449K +$928 +23 +0.2%
SCM
271
Scopia Capital Management
New York
$448K +$448K +11,104 New
EIP
272
Easterly Investment Partners
Massachusetts
$444K -$323K -8,000 -42%
OIA
273
OneDigital Investment Advisors
Kansas
$439K +$36K +893 +9%
CA
274
Claro Advisors
Massachusetts
$436K -$21.7K -538 -5%
BAM
275
Belpointe Asset Management
Nevada
$435K -$268K -6,632 -38%