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Innovator Deepwater Frontier Tech ETF

27 hedge funds and large institutions have $23.9M invested in Innovator Deepwater Frontier Tech ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

10% more capital invested

Capital invested by funds: $21.7M → $23.9M (+$2.25M)

4.24% more ownership

Funds ownership: 39.47%43.71% (+4.2%)

4% more funds holding

Funds holding: 2627 (+1)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tradition Wealth Management
Minnesota
$8.79M +$191K +4,141 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.42M +$1.21M +26,124 +30%
EP
3
EPIQ Partners
Minnesota
$3.91M +$194K +4,200 +5%
Jane Street
4
Jane Street
New York
$1.6M +$1.55M +33,551 New
EWM
5
Elmwood Wealth Management
California
$628K +$240K +5,199 +65%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$608K -$35.8K -775 -6%
FTUS
7
Flow Traders U.S.
New York
$532K +$516K +11,182 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$469K +$13.5K +293 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$371K -$7.39K -160 -2%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$359K +$5.26K +114 +2%
LPL Financial
11
LPL Financial
California
$341K -$173K -3,748 -34%
DWT
12
Dorsey & Whitney Trust
South Dakota
$333K
CAM
13
Cresset Asset Management
Illinois
$286K +$277K +6,000 New
Osaic Holdings
14
Osaic Holdings
Arizona
$95.3K -$331K -7,170 -78%
CIAS
15
Capital Investment Advisory Services
North Carolina
$56.5K +$508 +11 +0.9%
CFD
16
Creative Financial Designs
Indiana
$42.8K -$25.4K -550 -38%
ADL
17
Asset Dedication LLC
California
$20.7K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$20K
Morgan Stanley
19
Morgan Stanley
New York
$17.1K +$8.73K +189 +111%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$6.23K
BFEC
21
Benjamin F. Edwards & Company
Missouri
$5K
HI
22
Harbour Investments
Wisconsin
$4.76K
CB
23
Chris Bulman
California
$3.62K +$3.51K +76 New
CA
24
CoreCap Advisors
Michigan
$2.38K
GRP
25
Global Retirement Partners
California
$2.05K

LOUP Hedge Fund Activity: Q2 2024 in Review

27 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator Deepwater Frontier Tech ETF (LOUP) for Q2 2024, worth a combined $23.9M — up 10% from $21.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LOUP positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.55M. The largest seller was Citadel Advisors, exiting entirely with an estimated $878K sold.

  • 27 institutional investors held Innovator Deepwater Frontier Tech ETF (LOUP) as of Q2 2024, up from 26 in Q1 2024.
  • Funds reported $23.9M of Innovator Deepwater Frontier Tech ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 4 funds opened new Innovator Deepwater Frontier Tech ETF positions in Q2 2024 and 3 closed out, a net change of +1 holder.
  • The largest Innovator Deepwater Frontier Tech ETF buyer in Q2 2024 was Jane Street, an estimated $1.55M added.
  • The largest Innovator Deepwater Frontier Tech ETF seller in Q2 2024 was Citadel Advisors, an estimated $878K sold.

Based on aggregated 13F filings for Q2 2024.