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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 %
Bessemer Group
476
Bessemer Group
New Jersey
$31K +$16K +400 +107%
UB
477
UMB Bank
Missouri
$28.6K
SC
478
Stephens Consulting
Michigan
$28.2K
HCM
479
Hollencrest Capital Management
California
$28.2K +$12K +298 +75%
MA
480
Montag & Associates
Georgia
$27.8K -$2.02K -50 -7%
AWM
481
Avondale Wealth Management
Texas
$27.3K -$84.7K -2,100 -76%
PWMG
482
Prestige Wealth Management Group
New Jersey
$25.2K
SIS
483
Strategic Investment Solutions
Illinois
$24.6K +$24.6K +610 New
BBPWM
484
Blue Bell Private Wealth Management
Pennsylvania
$24.2K -$888 -22 -4%
AA
485
Ancora Advisors
Ohio
$23.9K -$1.25K -31 -5%
DAM
486
Delta Asset Management
Tennessee
$23.4K +$23.2K +575 +11,500%
CWP
487
Concord Wealth Partners
Virginia
$22.7K -$540K -13,394 -96%
FCA
488
FinTrust Capital Advisors
South Carolina
$22.4K -$312K -10,000 -93%
JWA
489
JFS Wealth Advisors
Pennsylvania
$21.5K +$4.03K +100 +23%
BA
490
Bellwether Advisors
Nebraska
$21.2K +$7.71K +191 +57%
ST
491
Smithfield Trust
Pennsylvania
$20K
MWM
492
Mascoma Wealth Management
New Hampshire
$19.3K
AAG
493
Armstrong Advisory Group
Massachusetts
$18.1K
SIC
494
Salem Investment Counselors
North Carolina
$18K
PCM
495
Pointe Capital Management
Michigan
$17.8K +$17.8K +442 New
CIA
496
Cape Investment Advisory
Georgia
$17.6K +$17.6K +436 New
EL
497
EMFO LLC
Florida
$17.1K -$12.1K -300 -41%
ADL
498
Asset Dedication LLC
California
$17K -$3.67K -92 -18%
FRA
499
Front Row Advisors
California
$17K -$1.43K -35 -8%
WAS
500
Winch Advisory Services
Wisconsin
$17K