ARK Innovation ETF
ARKK
229 hedge funds and large institutions have $900M invested in ARK Innovation ETF in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 113 increasing their positions, 46 reducing their positions, and 20 closing their positions.
155% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 20
146% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 46
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
13% more capital invested
Capital invested by funds: $798M → $900M (+$103M)
13% more funds holding
Funds holding: 203 → 229 (+26)
2.98% more ownership
Funds ownership: 42.6% → 45.58% (+3%)
68% less call options, than puts
Call options by funds: $2.03M | Put options by funds: $6.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$62.2M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$22.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.4M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$17.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
-$9.36M |
| 2 |
Jane Street
New York
|
-$4.88M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.08M |
| 4 |
TW
TrinityPoint Wealth
Milford,
Connecticut
|
-$2.83M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.59M |
ARKK Hedge Fund Activity: Q1 2020 in Review
229 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ARK Innovation ETF (ARKK) for Q1 2020, worth a combined $900M — up 13% from $798M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new ARKK positions and 20 closed out — a net gain of 31 holders — while 113 added to existing stakes and 46 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $62.2M. The largest seller was Legend Financial Advisors, exiting entirely with an estimated $9.36M sold.
- 229 institutional investors held ARK Innovation ETF (ARKK) as of Q1 2020, up from 203 in Q4 2019.
- Funds reported $900M of ARK Innovation ETF stock for Q1 2020, up 13% quarter-over-quarter.
- 51 funds opened new ARK Innovation ETF positions in Q1 2020 and 20 closed out, a net change of +31 holders.
- The largest ARK Innovation ETF buyer in Q1 2020 was Morgan Stanley, an estimated $62.2M added.
- The largest ARK Innovation ETF seller in Q1 2020 was Legend Financial Advisors, an estimated $9.36M sold.
Based on aggregated 13F filings for Q1 2020.