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ARK Innovation ETF

100 hedge funds and large institutions have $181M invested in ARK Innovation ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 5

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

119% more capital invested

Capital invested by funds: $82.7M → $181M (+$98.1M)

43% more funds holding

Funds holding: 70100 (+30)

4.18% more ownership

Funds ownership: 21.97%26.15% (+4.2%)

Holders
100
Holders Change
+30
Holders Change %
+42.86%
% of All Funds
2.29%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
36
Increased
47
Reduced
5
Closed
6
Calls
$781K
Puts
Net Calls
+$781K
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$44K +$40.9K +1,000 +625%
HFM
77
Hartford Financial Management
Connecticut
$40K +$8.64K +211 +25%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$39K
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$39K +$40.9K +1,000 New
PGWM
80
Parisi Gray Wealth Management
New Jersey
$36K
AF
81
Advisornet Financial
Minnesota
$31K
SFFS
82
Stonehage Fleming Financial Services
Jersey
$29K
Simplex Trading
83
Simplex Trading
Illinois
$29K +$30.8K +753 New
WOC
84
West Oak Capital
California
$27.3K +$6.14K +150 +27%
TFS
85
TrustCore Financial Services
Tennessee
$26K
CPIG
86
Chicago Partners Investment Group
Illinois
$23K +$24.6K +600 New
PWM
87
Perigon Wealth Management
California
$23K +$24.6K +600 New
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$18K +$18.4K +450 New
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$16K
CCA
90
Clearwater Capital Advisors
Illinois
$16K +$16.4K +400 New
JP Morgan Chase
91
JP Morgan Chase
New York
$16K +$16.4K +400 New
JFA
92
JNBA Financial Advisors
Minnesota
$12K +$12.9K +314 New
APP
93
Avantax Planning Partners
Iowa
$10K +$10.2K +250 New
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
$6.64K +$2.87K +70 +70%
VIA
95
Vantage Investment Advisors
Pennsylvania
$6K
BBHC
96
Brown Brothers Harriman & Co
New York
$6K +$6.31K +154 New
FMP
97
Financial Management Professionals
Texas
$5K
US Bancorp
98
US Bancorp
Minnesota
$3K
SEI Investments
99
SEI Investments
Pennsylvania
$3K +$2.99K +73 New
TWMP
100
Taylor Wealth Management Partners
Massachusetts
$1K