We are live on ! Find out more
ARKK icon

ARK Innovation ETF

70 hedge funds and large institutions have $82.7M invested in ARK Innovation ETF in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 4

134% more capital invested

Capital invested by funds: $35.3M → $82.7M (+$47.4M)

112% more funds holding

Funds holding: 3370 (+37)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.63% less ownership

Funds ownership: 22.6%21.97% (-0.63%)

Holders
70
Holders Change
+37
Holders Change %
+112.12%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
24
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$655K +$175K +4,856 +38%
BRF
27
B. Riley Financial
California
$561K +$544K +15,135 New
KA
28
Kovack Advisors
Florida
$539K +$523K +14,542 New
PAG
29
Private Advisor Group
New Jersey
$489K -$113K -3,151 -20%
FAIM
30
Financial Advocates Investment Management
Washington
$435K +$422K +11,724 New
AA
31
AlphaMark Advisors
Kentucky
$424K -$14.9K -415 -4%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$416K +$404K +11,231 New
MCWS
33
McKinley Carter Wealth Services
West Virginia
$331K +$6.98K +194 +2%
SG
34
StoneX Group
New York
$317K +$307K +8,548 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$298K +$289K +8,034 New
CA
36
Cetera Advisors
Colorado
$290K +$282K +7,833 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$282K +$180K +5,018 +194%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$271K +$263K +7,305 New
MA
39
Mutual Advisors
Nebraska
$246K +$238K +6,627 New
LPT
40
Legacy Private Trust
Wisconsin
$218K +$212K +5,890 New
OC
41
Oppenheimer & Co
New York
$210K +$204K +5,668 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$128K
AG
43
Advisor Group
Arizona
$125K +$114K +3,168 +1,667%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.5K +$94.6K +2,630 New
WWMSC
45
Wagner Wealth Management (South Carolina)
South Carolina
$77K +$69.9K +1,945 New
ASN
46
Advisory Services Network
Georgia
$63K +$54K +1,501 +732%
GRP
47
Global Retirement Partners
California
$58K +$55.8K +1,551 New
CA
48
Calton & Associates
Florida
$48K +$42K +1,167 New
BFEC
49
Benjamin F. Edwards & Company
Missouri
$46K +$12.6K +350 +39%
PGWM
50
Parisi Gray Wealth Management
New Jersey
$37K +$34.2K +950 New

ARKK Hedge Fund Activity: Q4 2017 in Review

70 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ARK Innovation ETF (ARKK) for Q4 2017, worth a combined $82.7M — up 134% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ARKK positions and 0 closed out — a net gain of 37 holders — while 24 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.53M. The largest seller was BKS Advisors, cutting an estimated $1.12M.

  • 70 institutional investors held ARK Innovation ETF (ARKK) as of Q4 2017, up from 33 in Q3 2017.
  • Funds reported $82.7M of ARK Innovation ETF stock for Q4 2017, up 134% quarter-over-quarter.
  • 37 funds opened new ARK Innovation ETF positions in Q4 2017 and 0 closed out, a net change of +37 holders.
  • The largest ARK Innovation ETF buyer in Q4 2017 was Morgan Stanley, an estimated $8.53M added.
  • The largest ARK Innovation ETF seller in Q4 2017 was BKS Advisors, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2017.