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Innovator Deepwater Frontier Tech ETF

28 hedge funds and large institutions have $20.9M invested in Innovator Deepwater Frontier Tech ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

28% more capital invested

Capital invested by funds: $16.3M → $20.9M (+$4.59M)

4% more funds holding

Funds holding: 2728 (+1)

0.49% less ownership

Funds ownership: 45.88%45.4% (-0.49%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tradition Wealth Management
Minnesota
$8.59M +$269K +6,980 +4%
EP
2
EPIQ Partners
Minnesota
$2.94M -$23.7K -615 -0.9%
Jane Street
3
Jane Street
New York
$2.53M +$374K +9,716 +20%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.14M +$229K +5,938 +29%
SF
5
Synovus Financial
Georgia
$1.06M +$935K +24,290 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$590K -$69.3K -1,800 -12%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$515K +$165K +4,295 +57%
Osaic Holdings
8
Osaic Holdings
Arizona
$468K -$66.4K -1,724 -14%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$447K +$387K +10,058 New
DWT
10
Dorsey & Whitney Trust
South Dakota
$438K +$38.5K +1,000 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$417K -$2.12K -55 -0.6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$348K -$270 -7 -0.1%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$347K -$128K -3,311 -29%
LPL Financial
14
LPL Financial
California
$335K -$47.3K -1,229 -14%
TCM
15
Triumph Capital Management
Colorado
$242K -$1.1M -28,682 -84%
TI
16
Tidal Investments
Wisconsin
$219K -$33.1K -860 -15%
UBS Group
17
UBS Group
Switzerland
$64K +$36.9K +959 +191%
CIAS
18
Capital Investment Advisory Services
North Carolina
$51.3K -$4.93K -128 -10%
CFD
19
Creative Financial Designs
Indiana
$46K +$9.24K +240 +30%
Morgan Stanley
20
Morgan Stanley
New York
$22.5K +$9.9K +257 +100%
ADL
21
Asset Dedication LLC
California
$19K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$18K
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$5.74K
HI
24
Harbour Investments
Wisconsin
$4.38K
BFEC
25
Benjamin F. Edwards & Company
Missouri
$4K

LOUP Hedge Fund Activity: Q4 2023 in Review

28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Deepwater Frontier Tech ETF (LOUP) for Q4 2023, worth a combined $20.9M — up 28% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LOUP positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Synovus Financial, opening a new position worth an estimated $935K. The largest seller was Triumph Capital Management, cutting an estimated $1.1M.

  • 28 institutional investors held Innovator Deepwater Frontier Tech ETF (LOUP) as of Q4 2023, up from 27 in Q3 2023.
  • Funds reported $20.9M of Innovator Deepwater Frontier Tech ETF stock for Q4 2023, up 28% quarter-over-quarter.
  • 3 funds opened new Innovator Deepwater Frontier Tech ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
  • The largest Innovator Deepwater Frontier Tech ETF buyer in Q4 2023 was Synovus Financial, an estimated $935K added.
  • The largest Innovator Deepwater Frontier Tech ETF seller in Q4 2023 was Triumph Capital Management, an estimated $1.1M sold.

Based on aggregated 13F filings for Q4 2023.