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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
Morgan Stanley
1
Morgan Stanley
New York
$49.8M +$33.2M +809,671 +174%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$15.3M +$15.6M +380,199 +3,385%
LPL Financial
3
LPL Financial
California
$13.8M +$5.77M +140,840 +66%
RJA
4
Raymond James & Associates
Florida
$9.6M +$7.78M +189,888 +340%
SCA
5
Snowden Capital Advisors
New York
$7.47M +$1.85M +45,080 +31%
AWA
6
Arete Wealth Advisors
Illinois
$6.42M -$1.19K -29 -0%
BA
7
BKS Advisors
Michigan
$6.21M +$186K +4,544 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.33M +$1.65M +40,190 +42%
RFWA
9
RPg Family Wealth Advisory
Massachusetts
$4.7M +$4.92M +120,231 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.19M +$2.91M +71,101 +197%
APA
11
American Portfolios Advisors
New York
$3.84M +$1.15M +28,026 +40%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.63M +$1.17M +28,503 +44%
SPC
13
Sigma Planning Corp
Michigan
$3.32M +$2.64M +64,559 +316%
SPL
14
Smart Portfolios LLC
Washington
$3.12M +$3.26M +79,728 New
LPT
15
Legacy Private Trust
Wisconsin
$2.82M +$2.72M +66,316 +1,126%
IA
16
IFP Advisors
Florida
$2.69M
BW
17
Bison Wealth
Georgia
$2.66M +$888K +21,678 +47%
CFA
18
Carroll Financial Associates
North Carolina
$2.39M +$289K +7,054 +13%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.02M +$475K +11,598 +29%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.98M +$1.74M +42,522 +529%
Citadel Advisors
21
Citadel Advisors
Florida
$1.68M +$1.76M +42,982 New
PCM
22
Penserra Capital Management
California
$1.56M -$585K -14,284 -26%
ACM
23
Avalon Capital Management
California
$1.33M -$609K -14,873 -30%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.25M -$75.8K -1,850 -5%
BCM
25
Bluefin Capital Management
New York
$1.19M +$1.25M +30,557 New