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ARK Innovation ETF
ARKK

Overview Fund Activity

137 hedge funds and large institutions have $380M invested in ARK Innovation ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+17
Holders Change %
+14.17%
% of All Funds
3.06%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
48
Reduced
31
Closed
19
Calls
$387K
Puts
$655K
Net Calls
-$268K
Net Calls Change
+$1.58M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$12.6M
2
Morgan Stanley
Morgan Stanley
New York
+$4.61M
3
CFA
Carroll Financial Associates
North Carolina
+$3.64M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.63M
5
LPL Financial
LPL Financial
California
+$3.19M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$15M
2
SWM
Sanctuary Wealth Management
Idaho
-$9.99M
3
AWA
Arete Wealth Advisors
Illinois
-$5.79M
4
SPL
Smart Portfolios LLC
Washington
-$3.91M
5
PCM
Penserra Capital Management
California
-$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWCI
51
Alpine Woods Capital Investors
New York
$781K +$781K +21,000 New
CSPIA
52
Cary Street Partners Investment Advisory
Virginia
$779K +$779K +20,958 New
GWM
53
Geneos Wealth Management
Colorado
$754K +$69.7K +1,877 +10%
TPWA
54
TRUE Private Wealth Advisors
Oregon
$656K -$58.8K -1,582 -8%
SWP
55
Stratos Wealth Partners
Ohio
$652K -$41.9K -1,127 -6%
Kayne Anderson Rudnick Investment Management
56
Kayne Anderson Rudnick Investment Management
California
$647K +$236K +6,343 +57%
PWP
57
Principle Wealth Partners
Connecticut
$561K +$561K +13,875 New
FAIM
58
Financial Advocates Investment Management
Washington
$555K +$4.39K +118 +0.8%
WCM
59
WealthBridge Capital Management
Ohio
$548K +$548K +14,729 New
AWE
60
Avidian Wealth Enterprises
Texas
$503K +$503K +13,520 New
PA
61
PFG Advisors
Arizona
$464K +$464K +10,490 New
CA
62
Cetera Advisors
Colorado
$463K -$19.6K -529 -4%
CG
63
Caprock Group
Idaho
$446K +$11.9K +321 +3%
HCM
64
Hollencrest Capital Management
California
$431K -$186K -5,000 -30%
CA
65
Clearstead Advisors
Ohio
$426K +$63.2K +1,700 +17%
CCM
66
Canal Capital Management
Virginia
$423K +$41.3K +1,112 +11%
IA
67
IFG Advisory
Georgia
$419K +$107K +2,889 +34%
CA
68
Continental Advisors
Utah
$372K +$372K +10,000 New
DC
69
Davenport & Co
Virginia
$368K -$459K -12,324 -55%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$349K -$48.3K -1,298 -12%
WS
71
Wedbush Securities
California
$347K +$22.7K +610 +7%
HSA
72
HBK Sorce Advisory
Pennsylvania
$340K +$65.2K +1,756 +24%
BSW
73
Buckingham Strategic Wealth
Missouri
$336K – – –
IWM
74
IHT Wealth Management
Illinois
$332K +$332K +8,915 New
REMPR
75
Roof Eidam Maycock Peralta (REMP)
California
$331K – – –
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