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ARK Innovation ETF

602 hedge funds and large institutions have $3.71B invested in ARK Innovation ETF in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 107 increasing their positions, 245 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+64
Holders Change %
+11.9%
% of All Funds
8.01%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
130
Increased
107
Reduced
245
Closed
56
Calls
$1.68B
Puts
$1.8B
Net Calls
-$122M
Net Calls Change
-$67.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
301
Sovereign Financial Group
Connecticut
$386K -$22.7K -400 -6%
CT
302
Clearstead Trust
Maine
$385K
AWM
303
Apollon Wealth Management
South Carolina
$381K +$131K +2,316 +53%
LSIA
304
LaSalle St. Investment Advisors
Illinois
$380K -$11.4K -201 -3%
Betterment LLC
305
Betterment LLC
New York
$376K -$110K -1,948 -23%
ACS
306
Archford Capital Strategies
Illinois
$375K +$227 +4 +0.1%
S
307
SignatureFD
Georgia
$374K +$236K +4,150 +171%
IWN
308
Independent Wealth Network
Iowa
$373K -$43.7K -769 -10%
VA
309
Vident Advisory
Georgia
$372K -$784K -13,815 -68%
SWM
310
Sanctuary Wealth Management
Idaho
$369K -$252K -4,433 -41%
DMIC
311
Dixon Mitchell Investment Counsel
British Columbia, Canada
$366K
IA
312
Insight Advisors
Pennsylvania
$364K -$74.7K -1,296 -17%
PS
313
Principal Securities
Iowa
$362K +$177K +3,125 +96%
PWP
314
Phillips Wealth Planners
Mississippi
$359K
Focus Partners Wealth
315
Focus Partners Wealth
Massachusetts
$356K +$356K +6,272 New
BCM
316
BluePointe Capital Management
California
$352K -$186K -3,285 -35%
DI
317
Diligent Investors
California
$352K -$63.6K -1,121 -15%
HWMO
318
Heritage Wealth Management (Ohio)
Ohio
$351K
XF
319
XML Financial
Maryland
$351K -$182K -3,213 -34%
TC
320
Trilogy Capital
California
$349K -$23.3K -410 -6%
SCM
321
Stevens Capital Management
Pennsylvania
$347K -$3.54M -62,411 -91%
MAM
322
Madison Asset Management
Wisconsin
$345K -$36.8K -648 -10%
MIA
323
Madison Investment Advisors
Wisconsin
$345K +$345K +6,082 New
HWMC
324
Heritage Wealth Management (California)
California
$344K -$35.4K -623 -9%
CAWM
325
Capital A Wealth Management
Pennsylvania
$339K +$339K +5,980 New