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Innovator Deepwater Frontier Tech ETF

28 hedge funds and large institutions have $32.5M invested in Innovator Deepwater Frontier Tech ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

17% more funds holding

Funds holding: 2428 (+4)

15% more capital invested

Capital invested by funds: $28.2M → $32.5M (+$4.31M)

0.61% less ownership

Funds ownership: 49.35%48.75% (-0.61%)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
5
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tradition Wealth Management
Minnesota
$10.3M +$141K +2,662 +1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.1M +$2.08M +39,321 +26%
EP
3
EPIQ Partners
Minnesota
$4.31M -$242K -4,580 -5%
EWM
4
Elmwood Wealth Management
California
$2.55M +$288K +5,442 +13%
MSWA
5
Marshall & Sterling Wealth Advisors
New York
$1.77M +$1.76M +33,266 New
Jane Street
6
Jane Street
New York
$775K -$1.9M -35,958 -71%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$494K
Raymond James Financial
8
Raymond James Financial
Florida
$440K +$436K +8,255 New
LPL Financial
9
LPL Financial
California
$380K +$2.64K +50 +0.7%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$268K -$2.8K -53 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$248K -$14.4K -272 -6%
HighTower Advisors
12
HighTower Advisors
Illinois
$220K +$217K +4,115 New
DWT
13
Dorsey & Whitney Trust
South Dakota
$213K +$211K +4,000 New
Comerica Bank
14
Comerica Bank
Texas
$160K +$159K +3,000 New
CIAS
15
Capital Investment Advisory Services
North Carolina
$61K +$5.29K +100 +10%
UIA
16
Ulland Investment Advisors
Minnesota
$53K +$52.9K +1,000 New
CFD
17
Creative Financial Designs
Indiana
$48K
ADL
18
Asset Dedication LLC
California
$23.3K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$22K
UBS Group
20
UBS Group
Switzerland
$20.1K +$19.9K +377 New
AG
21
AmeriFlex Group
Nevada
$14.8K +$13.2K +250 New
Morgan Stanley
22
Morgan Stanley
New York
$14.4K
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$6.99K
HI
24
Harbour Investments
Wisconsin
$5.33K
Wells Fargo
25
Wells Fargo
California
$4.75K +$4.7K +89 New

LOUP Hedge Fund Activity: Q4 2024 in Review

28 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Deepwater Frontier Tech ETF (LOUP) for Q4 2024, worth a combined $32.5M — up 15% from $28.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LOUP positions and 5 closed out — a net gain of 5 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.08M. The largest seller was Jane Street, cutting an estimated $1.9M.

  • 28 institutional investors held Innovator Deepwater Frontier Tech ETF (LOUP) as of Q4 2024, up from 24 in Q3 2024.
  • Funds reported $32.5M of Innovator Deepwater Frontier Tech ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 10 funds opened new Innovator Deepwater Frontier Tech ETF positions in Q4 2024 and 5 closed out, a net change of +5 holders.
  • The largest Innovator Deepwater Frontier Tech ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $2.08M added.
  • The largest Innovator Deepwater Frontier Tech ETF seller in Q4 2024 was Jane Street, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2024.