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ARK Innovation ETF

313 hedge funds and large institutions have $2.22B invested in ARK Innovation ETF in 2020 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 136 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 18

232% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 41

147% more capital invested

Capital invested by funds: $900M → $2.22B (+$1.32B)

59% more funds holding in top 10

Funds holding in top 10: 1727 (+10)

37% more funds holding

Funds holding: 229313 (+84)

0.96% more ownership

Funds ownership: 45.58%46.54% (+0.96%)

72% less call options, than puts

Call options by funds: $4.43M | Put options by funds: $15.6M

Holders
313
Holders Change
+84
Holders Change %
+36.68%
% of All Funds
6.42%
Holding in Top 10
27
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+58.82%
% of All Funds
0.55%
New
103
Increased
136
Reduced
41
Closed
18
Calls
$4.43M
Puts
$15.6M
Net Calls
-$11.2M
Net Calls Change
-$6.88M
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
151
Signature Wealth Management Group
Georgia
$907K +$361K +6,165 +94%
IFG
152
Independent Financial Group
California
$881K +$722K +12,350 New
MA
153
MONECO Advisors
Connecticut
$870K +$168K +2,871 +31%
JPLA
154
Joseph P. Lucia & Associates
New York
$861K +$310K +5,295 +78%
CG
155
Caprock Group
Idaho
$836K +$410K +7,008 +149%
PIA
156
Pinion Investment Advisors
Kansas
$833K +$684K +11,686 New
CIA
157
Capital Investment Advisors
Georgia
$829K +$30.2K +516 +5%
BMCM
158
Bryn Mawr Capital Management
Pennsylvania
$811K +$381K +6,521 +135%
SPIA
159
Steward Partners Investment Advisory
New York
$800K -$796K -13,614 -55%
SSWM
160
Sheets Smith Wealth Management
North Carolina
$800K +$656K +11,212 New
CCFM
161
Clear Creek Financial Management
Washington
$790K +$648K +11,079 New
IAIM
162
International Assets Investment Management
Florida
$789K +$115K +1,960 +19%
IWM
163
IHT Wealth Management
Illinois
$788K +$203K +3,472 +46%
PCS
164
Personal CFO Solutions
New Jersey
$784K +$131K +2,231 +25%
PHS
165
Pekin Hardy Strauss
Illinois
$772K +$634K +10,830 New
WS
166
Wedbush Securities
California
$740K +$32.5K +555 +6%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$728K -$555K -9,492 -48%
AWCI
168
Alpine Woods Capital Investors
New York
$713K
William Blair & Company
169
William Blair & Company
Illinois
$705K -$129K -2,205 -18%
KWM
170
Kingsview Wealth Management
Oregon
$705K +$578K +9,880 New
G
171
GenTrust
Florida
$699K +$573K +9,800 New
MOS
172
MGO One Seven
Ohio
$694K +$25.5K +436 +5%
BFEC
173
Benjamin F. Edwards & Company
Missouri
$681K -$14.6K -249 -3%
RJT
174
Raymond James Trust
Florida
$681K +$16.6K +284 +3%
SWM
175
Sanctuary Wealth Management
Idaho
$666K +$546K +9,333 New