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Innovator Deepwater Frontier Tech ETF

36 hedge funds and large institutions have $35.1M invested in Innovator Deepwater Frontier Tech ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

2.65% less ownership

Funds ownership: 49.38%46.73% (-2.6%)

5% less funds holding

Funds holding: 3836 (-2)

8% less capital invested

Capital invested by funds: $38.1M → $35.1M (-$3M)

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tradition Wealth Management
Minnesota
$8.02M +$1.38M +25,256 +20%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.39M +$2.62M +48,096 +142%
EP
3
EPIQ Partners
Minnesota
$3.86M +$425K +7,795 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.34M -$1.03M -18,932 -30%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.26M +$1.25M +22,951 +120%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.91M -$70.2K -1,288 -3%
TCM
7
Triumph Capital Management
Colorado
$1.42M -$440K -8,068 -23%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.36M -$65.4K -1,199 -5%
RJA
9
Raymond James & Associates
Florida
$1.31M +$533K +9,778 +67%
LPL Financial
10
LPL Financial
California
$1.21M -$34.1K -626 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.16M -$32.2K -590 -3%
Truist Financial
12
Truist Financial
North Carolina
$1.11M -$2.6M -47,656 -70%
CTFG
13
Capstone Triton Financial Group
Oklahoma
$828K -$4.03K -74 -0.5%
SPC
14
Sigma Planning Corp
Michigan
$778K +$38.6K +709 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$726K -$83.8K -1,537 -10%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$585K +$596K +10,926 New
QA
17
Quantitative Advantage
Minnesota
$360K +$10.1K +185 +3%
PWA
18
Pillar Wealth Advisors
Pennsylvania
$292K +$297K +5,443 New
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$275K +$280K +5,129 New
CCFM
20
Clear Creek Financial Management
Washington
$237K +$18K +330 +8%
VWA
21
V Wealth Advisors
Kansas
$202K +$205K +3,760 New
UBS Group
22
UBS Group
Switzerland
$129K +$8.83K +162 +7%
NFG
23
Next Financial Group
Texas
$90K -$3.43K -63 -4%
EWM
24
Elmwood Wealth Management
California
$48K +$49.1K +900 New
CFD
25
Creative Financial Designs
Indiana
$39K +$7.63K +140 +24%

LOUP Hedge Fund Activity: Q4 2021 in Review

36 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator Deepwater Frontier Tech ETF (LOUP) for Q4 2021, worth a combined $35.1M — down 7.9% from $38.1M a quarter earlier.

Fund positioning in LOUP was balanced in Q4 2021: 8 funds opened new positions, 8 closed out, 12 added to existing stakes and 12 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.62M. The largest seller was Jane Street, exiting entirely with an estimated $4.68M sold.

  • 36 institutional investors held Innovator Deepwater Frontier Tech ETF (LOUP) as of Q4 2021, down from 38 in Q3 2021.
  • Funds reported $35.1M of Innovator Deepwater Frontier Tech ETF stock for Q4 2021, down 7.9% quarter-over-quarter.
  • 8 funds opened new Innovator Deepwater Frontier Tech ETF positions in Q4 2021 and 8 closed out, a net change of 0 holders.
  • The largest Innovator Deepwater Frontier Tech ETF buyer in Q4 2021 was Royal Bank of Canada, an estimated $2.62M added.
  • The largest Innovator Deepwater Frontier Tech ETF seller in Q4 2021 was Jane Street, an estimated $4.68M sold.

Based on aggregated 13F filings for Q4 2021.