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LDRS

Innovator IBD ETF Leaders ETF

Delisted

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

18 hedge funds and large institutions have $7.18M invested in Innovator IBD ETF Leaders ETF in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

22% less funds holding

Funds holding: 2318 (-5)

25% less capital invested

Capital invested by funds: $9.53M → $7.18M (-$2.34M)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
18
Holders Change
-5
Holders Change %
-21.74%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.7M +$675K +26,593 +66%
Citadel Advisors
2
Citadel Advisors
Florida
$1.19M +$244K +9,598 +26%
LPL Financial
3
LPL Financial
California
$878K +$57.5K +2,265 +7%
Jane Street
4
Jane Street
New York
$741K +$357K +14,044 +93%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$548K -$223K -8,771 -29%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$507K +$229K +9,010 +82%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$455K +$127K +5,000 +39%
SWP
8
Stratos Wealth Partners
Ohio
$293K
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$277K +$25.4K +1,000 +10%
CAN
10
Claraphi Advisory Network
United States
$276K -$4.19K -165 -1%
AG
11
Advisor Group
Arizona
$83K -$5.46K -215 -6%
AF
12
Advisornet Financial
Minnesota
$54K -$19.7K -775 -27%
UBS Group
13
UBS Group
Switzerland
$54K +$53.6K +2,109 +70,300%
ASN
14
Advisory Services Network
Georgia
$51K
Wells Fargo
15
Wells Fargo
California
$38K +$38.1K +1,500 New
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$25K +$10.2K +400 +67%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12K
SWM
18
SeaCrest Wealth Management
New York
$3K
FAIM
19
Financial Advocates Investment Management
Washington
-$2.65M -105,388 Closed
VF
20
Virtu Financial
New York
-$1.02M -40,370 Closed
SPC
21
Sigma Planning Corp
Michigan
-$234K -9,295 Closed
GWM
22
Geneos Wealth Management
Colorado
-$51K -2,055 Closed
APA
23
American Portfolios Advisors
New York
-$4.74K -188 Closed
BCA
24
Bay Colony Advisors
Massachusetts
-$1K -28 Closed

LDRS Hedge Fund Activity: Q3 2018 in Review

18 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Innovator IBD ETF Leaders ETF (LDRS) for Q3 2018, worth a combined $7.18M — down 25% from $9.53M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LDRS and 1 opened new positions — a net loss of 5 holders — while 4 trimmed existing stakes and 9 added.

The largest buyer was Susquehanna International Group, adding an estimated $675K. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $2.65M sold.

  • 18 institutional investors held Innovator IBD ETF Leaders ETF (LDRS) as of Q3 2018, down from 23 in Q2 2018.
  • Funds reported $7.18M of Innovator IBD ETF Leaders ETF stock for Q3 2018, down 25% quarter-over-quarter.
  • 1 fund opened new Innovator IBD ETF Leaders ETF positions in Q3 2018 and 6 closed out, a net change of -5 holders.
  • The largest Innovator IBD ETF Leaders ETF buyer in Q3 2018 was Susquehanna International Group, an estimated $675K added.
  • The largest Innovator IBD ETF Leaders ETF seller in Q3 2018 was Financial Advocates Investment Management, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2018.