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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 %
VAS
301
Vestmark Advisory Solutions
Massachusetts
$367K -$30.3K -751 -8%
KA
302
Kovack Advisors
Florida
$367K +$83.8K +2,077 +30%
HH
303
Hilltop Holdings
Texas
$365K -$85.9K -2,130 -19%
SWM
304
SeaCrest Wealth Management
New York
$360K +$5.33K +132 +2%
AFG
305
Atomi Financial Group
New York
$359K +$359K +8,898 New
RRWA
306
Rainey & Randall Wealth Advisors
Florida
$354K +$354K +8,772 New
MAM
307
Milestone Asset Management
Pennsylvania
$352K +$50.9K +1,262 +17%
MSAM
308
Moloney Securities Asset Management
Missouri
$352K -$5.12K -127 -1%
TC
309
Trust Company
Kansas
$352K -$3.47K -86 -1%
SWM
310
Sculati Wealth Management
Michigan
$348K -$2.1K -52 -0.6%
SWA
311
SOA Wealth Advisors
New York
$346K -$62.4K -1,547 -15%
HWM
312
HB Wealth Management
Georgia
$345K +$36K +892 +12%
MCM
313
MAI Capital Management
Ohio
$342K -$25.8K -640 -7%
LFGO
314
Legacy Financial Group (Oklahoma)
Oklahoma
$340K
SLT
315
St Louis Trust
Missouri
$340K
SL
316
Stevard LLC
Illinois
$339K
VWA
317
V Wealth Advisors
Kansas
$338K +$338K +8,386 New
HWM
318
Horizon Wealth Management
Illinois
$338K +$282 +7 +0.1%
SHWM
319
Silicon Hills Wealth Management
Texas
$337K -$4.16K -103 -1%
CWC
320
Carolinas Wealth Consulting
North Carolina
$335K -$29.3K -727 -8%
RWP
321
Revolve Wealth Partners
New Jersey
$335K
SDH
322
Sloy Dahl & Holst
Washington
$329K +$20.9K +519 +7%
PCS
323
Personal CFO Solutions
New Jersey
$328K +$18K +445 +6%
BTWM
324
Baker Tilly Wealth Management
Wisconsin
$328K -$278K -6,890 -46%
CWM
325
Collaborative Wealth Management
Florida
$326K -$10.4K -258 -3%