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ARK Web x.0 ETF

216 hedge funds and large institutions have $218M invested in ARK Web x.0 ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $6.8M

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 209216 (+7)

0.88% less ownership

Funds ownership: 18.14%17.26% (-0.88%)

15% less capital invested

Capital invested by funds: $256M → $218M (-$37.9M)

53% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 78

Holders
216
Holders Change
+7
Holders Change %
+3.35%
% of All Funds
3.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
37
Reduced
78
Closed
20
Calls
$19.3M
Puts
$6.8M
Net Calls
+$12.5M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$356K +$390K +6,576 New
PWA
77
Phoenix Wealth Advisors
North Carolina
$351K +$6.22K +105 +2%
SIAG
78
Safeguard Investment Advisory Group
California
$334K -$7.94K -134 -2%
GI
79
Gradient Investments
Minnesota
$323K +$93.4K +1,576 +36%
CA
80
Cetera Advisors
Colorado
$316K +$346K +5,830 New
PCS
81
Personal CFO Solutions
New Jersey
$307K -$63.1K -1,064 -16%
FFN
82
Focus Financial Network
Minnesota
$297K +$51.3K +865 +19%
CAG
83
Csenge Advisory Group
Florida
$274K -$75.3K -1,271 -20%
ECM
84
EMC Capital Management
Texas
$273K +$276K +4,648 +1,201%
IWC
85
Integrated Wealth Concepts
Massachusetts
$255K -$137K -2,311 -33%
CST
86
Charles Schwab Trust
Nevada
$255K
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$253K +$277K +4,668 New
CHAM
88
Clear Harbor Asset Management
Connecticut
$251K -$1.13K -19 -0.4%
DFA
89
DHK Financial Advisors
New Hampshire
$249K
NFG
90
Nations Financial Group
Iowa
$249K -$31K -523 -10%
Creative Planning
91
Creative Planning
Kansas
$244K +$267K +4,506 New
NA
92
NewEdge Advisors
Louisiana
$235K -$257K -4,332 -50%
LFAS
93
Level Four Advisory Services
Texas
$234K -$1.78K -30 -0.7%
CF
94
Centaurus Financial
California
$230K -$134K -2,254 -35%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$222K +$11.9K +201 +5%
WWM
96
Western Wealth Management
Colorado
$218K +$8.77K +148 +4%
NL
97
NWAM LLC
Washington
$212K
SF
98
Summit Financial
New Jersey
$212K +$232K +3,906 New
Goldman Sachs
99
Goldman Sachs
New York
$211K
SWM
100
SeaCrest Wealth Management
New York
$209K +$228K +3,851 New