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ARK Web x.0 ETF

228 hedge funds and large institutions have $398M invested in ARK Web x.0 ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $14.5M

83% more capital invested

Capital invested by funds: $218M → $398M (+$180M)

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

6% more funds holding

Funds holding: 216228 (+12)

5.24% more ownership

Funds ownership: 17.26%22.5% (+5.2%)

22% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 69

Holders
228
Holders Change
+12
Holders Change %
+5.56%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
54
Reduced
69
Closed
20
Calls
$36.3M
Puts
$14.5M
Net Calls
+$21.8M
Net Calls Change
+$9.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$94.2M +$43.3M +695,406 +127%
LPL Financial
2
LPL Financial
California
$26.2M +$5.31M +85,310 +33%
Bank of America
3
Bank of America
North Carolina
$21.5M -$1.52M -24,466 -8%
PP
4
Prudential plc
United Kingdom
$21.3M +$9.92M +159,300 +132%
Two Sigma Investments
5
Two Sigma Investments
New York
$18.7M +$9.58M +153,800 +166%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$13.3M +$233K +3,737 +2%
PWH
7
Priebe Wealth Holdings
Minnesota
$11.6M +$9.54M +153,178 New
PCM
8
Price Capital Management
Louisiana
$10.9M +$8.93M +143,300 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10.6M -$119K -1,912 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.77M +$3.57M +57,287 +80%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$8.01M +$1.12M +18,000 +21%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.55M -$1.46M -23,433 -19%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.94M -$495K -7,948 -8%
Citadel Advisors
14
Citadel Advisors
Florida
$6.77M -$2.13M -34,138 -28%
RJA
15
Raymond James & Associates
Florida
$6.17M +$2.57M +41,338 +103%
State of Wisconsin Investment Board
16
State of Wisconsin Investment Board
Wisconsin
$5.86M -$1.61M -25,800 -25%
RZH
17
Relyea Zuckerberg Hanson
Connecticut
$5.51M +$747K +11,987 +20%
BCM
18
Brookstone Capital Management
Illinois
$5.24M -$461K -7,404 -10%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$3.94M -$337K -5,418 -9%
MA
20
Mutual Advisors
Nebraska
$3.81M -$23.3K -374 -0.7%
FGG
21
Financial Guidance Group
Florida
$3.59M +$1.03M +16,601 +54%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.56M +$496K +7,962 +20%
CGA
23
Crescent Grove Advisors
Illinois
$3.54M
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.54M +$81.9K +1,315 +3%
KA
25
Kovack Advisors
Florida
$3.3M -$133K -2,128 -5%

ARKW Hedge Fund Activity: Q4 2023 in Review

228 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ARK Web x.0 ETF (ARKW) for Q4 2023, worth a combined $398M — up 83% from $218M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ARKW positions and 20 closed out — a net gain of 13 holders — while 54 added to existing stakes and 69 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.3M. The largest seller was Mirabella Financial Services, exiting entirely with an estimated $3.18M sold.

  • 228 institutional investors held ARK Web x.0 ETF (ARKW) as of Q4 2023, up from 216 in Q3 2023.
  • Funds reported $398M of ARK Web x.0 ETF stock for Q4 2023, up 83% quarter-over-quarter.
  • 33 funds opened new ARK Web x.0 ETF positions in Q4 2023 and 20 closed out, a net change of +13 holders.
  • The largest ARK Web x.0 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $43.3M added.
  • The largest ARK Web x.0 ETF seller in Q4 2023 was Mirabella Financial Services, an estimated $3.18M sold.

Based on aggregated 13F filings for Q4 2023.