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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
Morgan Stanley
1
Morgan Stanley
New York
$506M +$133M +2,280,058 +47%
LPL Financial
2
LPL Financial
California
$138M +$26.6M +455,059 +31%
RJA
3
Raymond James & Associates
Florida
$129M +$9.47M +161,840 +10%
MFG
4
Merit Financial Group
Georgia
$126M +$96.9M +1,656,722 +1,565%
Bank of America
5
Bank of America
North Carolina
$112M +$59.7M +1,019,863 +184%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$78.5M +$13.5M +230,213 +26%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$65.3M +$27.2M +465,489 +103%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$63.5M +$15.5M +264,538 +42%
CAM
9
Cresset Asset Management
Illinois
$52.9M +$43.4M +741,563 New
HighTower Advisors
10
HighTower Advisors
Illinois
$52.7M +$10.4M +178,162 +32%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$42.5M +$10.6M +181,054 +44%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$36.7M +$5.57M +95,152 +23%
APA
13
American Portfolios Advisors
New York
$34.3M +$11.5M +195,893 +69%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$30.1M +$19.9M +339,681 +411%
CAN
15
Claraphi Advisory Network
United States
$29.4M +$4.71M +80,604 +24%
CFA
16
Carroll Financial Associates
North Carolina
$24M -$138K -2,364 -0.7%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$23.5M +$4.15M +70,965 +27%
Osaic Holdings
18
Osaic Holdings
Arizona
$22.3M +$7.49M +128,046 +67%
MIAN
19
Mariner Independent Advisor Network
Kansas
$20.4M +$2.13M +36,431 +15%
SCA
20
Snowden Capital Advisors
New York
$19.9M +$617K +10,542 +4%
OCPWS
21
One Charles Private Wealth Services
Massachusetts
$18.9M -$4.06M -69,462 -22%
ET
22
Equitable Trust
Tennessee
$18.9M +$1.19M +20,350 +8%
PAG
23
Private Advisor Group
New Jersey
$18.9M +$7.41M +126,660 +92%
MCWS
24
McKinley Carter Wealth Services
West Virginia
$17.4M +$9.28M +158,665 +187%
LFA
25
Legend Financial Advisors
Pennsylvania
$16.3M +$13.3M +227,954 New