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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 %
SVCP
426
Silicon Valley Capital Partners
California
$117K
SIS
427
Sound Income Strategies
Florida
$108K -$3.63K -90 -3%
OFG
428
Oxford Financial Group
Indiana
$106K +$1.9K +47 +2%
FFA
429
Farther Finance Advisors
California
$103K -$40.7K -1,010 -28%
CWM
430
CarsonAllaria Wealth Management
Illinois
$102K +$5.65K +140 +6%
CLOS
431
Compagnie Lombard Odier SCmA
Switzerland
$101K +$101K +2,500 New
FMP
432
Financial Management Professionals
Texas
$99K +$48K +1,184 +94%
LFG
433
Larson Financial Group
Missouri
$95.4K -$304K -7,533 -76%
TFGT
434
TS Financial Group (TSFG)
Illinois
$94K
SS
435
Sunbelt Securities
Texas
$85.5K +$85.5K +2,222 New
WIM
436
Westside Investment Management
California
$84.8K -$295K -9,080 -78%
CA
437
Clearstead Advisors
Ohio
$83.2K -$671K -16,637 -89%
CFGS
438
Concourse Financial Group Securities
Alabama
$83K +$10.4K +257 +14%
BCM
439
Bourgeon Capital Management
Connecticut
$81.7K -$4.8K -119 -6%
QPBE
440
Quintet Private Bank (Europe)
Luxembourg
$76.6K +$76.6K +1,898 New
WWP
441
WR Wealth Planners
Missouri
$74.5K +$74.5K +1,846 New
HCM
442
Highlander Capital Management
New Jersey
$74K
SSB
443
Sandy Spring Bank
Maryland
$71.4K
WPWM
444
Western Pacific Wealth Management
Illinois
$71.2K
FCA
445
Fortis Capital Advisors
Kansas
$65.4K
CAL
446
Capital Analysts LLC
Pennsylvania
$65K -$24.2K -599 -27%
HFM
447
Hartford Financial Management
Connecticut
$63.6K +$15K +372 +31%
BHWM
448
Bay Harbor Wealth Management
Maryland
$62.9K
BCV
449
Banque Cantonale Vaudoise
Switzerland
$61K +$61K +1,500 New
HNB
450
Huntington National Bank
Ohio
$60.6K -$37.6K