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Innovator Deepwater Frontier Tech ETF
LOUP

39 hedge funds and large institutions have $40.8M invested in Innovator Deepwater Frontier Tech ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 3

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

200% more funds holding

Funds holding: 13 → 39 (+26)

188% more capital invested

Capital invested by funds: $14.1M → $40.8M (+$26.7M)

10.92% more ownership

Funds ownership: 33.39% → 44.31% (+11%)

Holders
39
Holders Change
+26
Holders Change %
+200%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
6
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.26M
2
RA
RiverTree Advisors
Florida
+$3.94M
3
Jane Street
Jane Street
New York
+$3.14M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.53M
5
CRWM
Castle Rock Wealth Management
California
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
-$1.11M
2
TWM
Tradition Wealth Management
Minnesota
-$826K
3
RCS
Retirement Capital Strategies
California
-$560K
4
IFAM
Institutional & Family Asset Management
Colorado
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Elmwood Wealth Management
California
$49K +$51K +900 New
SWM
27
Spire Wealth Management
Virginia
$37K +$39.1K +690 New
CFD
28
Creative Financial Designs
Indiana
$31K +$2.83K +50 +9%
UBS Group
29
UBS Group
Switzerland
$31K +$32.4K +572 New
IA
30
IFP Advisors
Florida
$22K +$22.7K +400 New
ADL
31
Asset Dedication LLC
California
$18K – – –
Morgan Stanley
32
Morgan Stanley
New York
$14K +$14.2K +250 New
EVM
33
Eaton Vance Management
Massachusetts
$11K +$11.3K +200 New
HI
34
Harbour Investments
Wisconsin
$8K +$8.79K +155 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$5K – – –
CFA
36
Carroll Financial Associates
North Carolina
$4K +$4.42K +78 New
SFS
37
Sowell Financial Services
Arkansas
$3K +$3.57K +63 New
GRP
38
Global Retirement Partners
California
$1K +$794 +14 New
CF
39
Centaurus Financial
California
– -$1.11M -22,348 Closed
RCS
40
Retirement Capital Strategies
California
– -$560K -11,238 Closed
IFAM
41
Institutional & Family Asset Management
Colorado
– -$10K -210 Closed
Truist Financial
42
Truist Financial
North Carolina
– +$1.18M +20,876 New
1
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LOUP Hedge Fund Activity: Q1 2021 in Review

39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator Deepwater Frontier Tech ETF (LOUP) for Q1 2021, worth a combined $40.8M — up 188% from $14.1M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LOUP positions and 3 closed out — a net gain of 27 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $9.26M. The largest seller was Centaurus Financial, exiting entirely with an estimated $1.11M sold.

  • 39 institutional investors held Innovator Deepwater Frontier Tech ETF (LOUP) as of Q1 2021, up from 13 in Q4 2020.
  • Funds reported $40.8M of Innovator Deepwater Frontier Tech ETF stock for Q1 2021, up 188% quarter-over-quarter.
  • 30 funds opened new Innovator Deepwater Frontier Tech ETF positions in Q1 2021 and 3 closed out, a net change of +27 holders.
  • The largest Innovator Deepwater Frontier Tech ETF buyer in Q1 2021 was Commonwealth Equity Services, an estimated $9.26M added.
  • The largest Innovator Deepwater Frontier Tech ETF seller in Q1 2021 was Centaurus Financial, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2021.