We are live on ! Find out more
LDRS

Innovator IBD ETF Leaders ETF

Delisted

LDRS was delisted on the 13th of August, 2021.

23 hedge funds and large institutions have $9.53M invested in Innovator IBD ETF Leaders ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

15% more funds holding

Funds holding: 2023 (+3)

3% more capital invested

Capital invested by funds: $9.23M → $9.53M (+$299K)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
1
Financial Advocates Investment Management
Washington
$2.65M -$145K -5,861 -5%
VF
2
Virtu Financial
New York
$1.02M +$348K +14,091 +54%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.01M -$106K -4,280 -10%
Citadel Advisors
4
Citadel Advisors
Florida
$936K +$680K +27,523 +286%
LPL Financial
5
LPL Financial
California
$814K -$467K -18,897 -37%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$764K -$5.24K -212 -0.7%
Jane Street
7
Jane Street
New York
$382K +$21.5K +870 +6%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$317K
SWP
9
Stratos Wealth Partners
Ohio
$291K +$38.3K +1,550 +16%
CAN
10
Claraphi Advisory Network
United States
$278K +$12K +485 +5%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$276K +$54.1K +2,190 +25%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$249K +$245K +9,900 New
SPC
13
Sigma Planning Corp
Michigan
$234K +$230K +9,295 New
AG
14
Advisor Group
Arizona
$88K
AF
15
Advisornet Financial
Minnesota
$73K +$7.66K +310 +12%
ASN
16
Advisory Services Network
Georgia
$52K
GWM
17
Geneos Wealth Management
Colorado
$51K
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$15K +$14.8K +600 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$12K -$545K -22,055 -98%
APA
20
American Portfolios Advisors
New York
$4.74K
SWM
21
SeaCrest Wealth Management
New York
$3K
BCA
22
Bay Colony Advisors
Massachusetts
$1K +$692 +28 New
NFG
23
Next Financial Group
Texas
-$252K -10,228 Closed
UBS Group
24
UBS Group
Switzerland
-$48.3K -1,952 -100%

LDRS Hedge Fund Activity: Q2 2018 in Review

23 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Innovator IBD ETF Leaders ETF (LDRS) for Q2 2018, worth a combined $9.53M — up 3.2% from $9.23M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LDRS positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $680K. The largest seller was Royal Bank of Canada, cutting an estimated $545K.

  • 23 institutional investors held Innovator IBD ETF Leaders ETF (LDRS) as of Q2 2018, up from 20 in Q1 2018.
  • Funds reported $9.53M of Innovator IBD ETF Leaders ETF stock for Q2 2018, up 3.2% quarter-over-quarter.
  • 4 funds opened new Innovator IBD ETF Leaders ETF positions in Q2 2018 and 1 closed out, a net change of +3 holders.
  • The largest Innovator IBD ETF Leaders ETF buyer in Q2 2018 was Citadel Advisors, an estimated $680K added.
  • The largest Innovator IBD ETF Leaders ETF seller in Q2 2018 was Royal Bank of Canada, an estimated $545K sold.

Based on aggregated 13F filings for Q2 2018.