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ARK Innovation ETF
ARKK

Overview Fund Activity

113 hedge funds and large institutions have $317M invested in ARK Innovation ETF in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+13
Holders Change %
+13%
% of All Funds
2.59%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
26
Increased
46
Reduced
23
Closed
11
Calls
$983K
Puts
$247K
Net Calls
+$736K
Net Calls Change
-$45K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$98.5M
2
RJA
2
Raymond James & Associates
Florida
$29.7M
3
LPL Financial
3
LPL Financial
California
$25.2M
4
SWM
4
Sanctuary Wealth Management
Idaho
$9.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$262K
2
ACM
2
Avalon Capital Management
California
$0
3
BCM
3
Bluefin Capital Management
New York
$0
4
FA
4
FDx Advisors
Illinois
$0
5
AWA
5
Arete Wealth Advisors
Illinois
$6.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
101
Bay Colony Advisors
Massachusetts
$8K +$8K +180 New
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$7.65K – – –
VIA
103
Vantage Investment Advisors
Pennsylvania
$7K +$636 +15 +10%
FMP
104
Financial Management Professionals
Texas
$6K – – –
Bank of America
105
Bank of America
North Carolina
$5K -$79.7K -1,882 -94%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$5K -$38.5K -885 -89%
LC
107
Landaas & Company
Wisconsin
$5K +$5K +115 New
US Bancorp
108
US Bancorp
Minnesota
$3K – – –
HCM
109
Hilton Capital Management
New York
$3K +$3K +60 New
SBL
110
Sargent Bickham Lagudis
Colorado
$3K +$3K +60 New
TWMP
111
Taylor Wealth Management Partners
Massachusetts
$1K – – –
JWM
112
Janiczek Wealth Management
Colorado
$1K +$1K +22 New
RFA
113
Reilly Financial Advisors
California
$1K +$1K +24 New
ACM
114
Avalon Capital Management
California
– -$1.33M -34,114 Closed
BCM
115
Bluefin Capital Management
New York
– -$1.19M -30,557 Closed
FA
116
FDx Advisors
Illinois
– -$1.09M -27,818 Closed
MIH
117
Meitav Investment House
Israel
– -$227K -5,800 Closed
IWM
118
IHT Wealth Management
Illinois
– -$44K -1,160 Closed
PWM
119
Perigon Wealth Management
California
– -$23K -600 Closed
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
– -$16K -400 Closed
CCA
121
Clearwater Capital Advisors
Illinois
– -$16K -400 Closed
APP
122
Avantax Planning Partners
Iowa
– -$10K -250 Closed
BBHC
123
Brown Brothers Harriman & Co
New York
– -$6K -154 Closed
SEI Investments
124
SEI Investments
Pennsylvania
– -$3K -73 Closed
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