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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 %
PMFA
351
Plante Moran Financial Advisors
Michigan
$270K +$968 +24 +0.4%
Lido Advisors
352
Lido Advisors
California
$265K +$24.4K +605 +10%
GAA
353
Global Assets Advisory
Florida
$264K +$264K +6,783 New
PA
354
Procyon Advisors
Connecticut
$264K -$10.4K -258 -4%
PCIA
355
Prime Capital Investment Advisors
Kansas
$262K -$113K -2,805 -30%
BPA
356
Beacon Pointe Advisors
California
$257K +$257K +6,359 New
TPWA
357
TRUE Private Wealth Advisors
Oregon
$256K +$256K +6,336 New
PIA
358
Perennial Investment Advisors
California
$255K +$255K +6,311 New
CAG
359
Compass Advisory Group
New York
$254K +$81 +2 +0%
IIC
360
Integrated Investment Consultants
Michigan
$251K +$251K +6,225 New
SEIA
361
Signature Estate & Investment Advisors
California
$251K +$251K +6,229 New
GWANC
362
Guardian Wealth Advisors (North Carolina)
North Carolina
$251K +$251K +6,214 New
CFG
363
Cooper Financial Group
California
$247K +$247K +6,128 New
EFS
364
Essex Financial Services
Connecticut
$245K +$245K +6,079 New
SFS
365
Sowell Financial Services
Arkansas
$244K -$1.27M -31,390 -84%
TWM
366
Tradition Wealth Management
Minnesota
$241K +$178K +4,400 +280%
SF
367
Synovus Financial
Georgia
$241K +$241K +5,972 New
CG
368
Caprock Group
Idaho
$240K -$78.6K -1,948 -25%
FA
369
Fountainhead AM
New Jersey
$239K +$239K +5,922 New
PIN
370
Prudent Investors Network
California
$239K -$40.5K -1,003 -14%
MLIC
371
Mandatum Life Insurance Company
Finland
$237K +$237K +5,887 New
IIA
372
IPG Investment Advisors
California
$235K -$141K -3,500 -37%
VF
373
VitalStone Financial
Texas
$234K -$429K -4,536 -65%
PWP
374
Phillips Wealth Planners
Mississippi
$232K +$232K +6,502 New
QC
375
QCM Cayman
Texas
$231K +$231K +5,724 New