Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
LVHB was delisted on the 10th of August, 2020.
29 hedge funds and large institutions have $131M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
247% more capital invested
Capital invested by funds: $37.7M → $131M (+$93.3M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
45% more funds holding
Funds holding: 20 → 29 (+9)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$1.14M |
| 2 |
Jane Street
New York
|
+$1.13M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$761K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$757K |
| 5 |
SC
Sepio Capital
Salt Lake City,
Utah
|
+$343K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$238K |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$232K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$210K |
| 4 |
LPL Financial
San Diego,
California
|
-$101K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$19.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $48K | +$37.5K | +1,017 | +450% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $45K | +$43.3K | +1,175 | New |
|
|
CAL
28
Capital Advisors Ltd
Shaker Heights,
Ohio
| $11K | -$4.28K | -116 | -29% |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $7K | +$6.67K | +181 | New |
|
|
RJFSA
30
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$210K | -5,712 | Closed |
|
LVHB Hedge Fund Activity: Q4 2019 in Review
29 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q4 2019, worth a combined $131M — up 247% from $37.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new LVHB positions and 1 closed out — a net gain of 9 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Niemann Capital Management, opening a new position worth an estimated $1.14M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $238K.
- 29 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q4 2019, up from 20 in Q3 2019.
- Funds reported $131M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q4 2019, up 247% quarter-over-quarter.
- 10 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q4 2019 and 1 closed out, a net change of +9 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q4 2019 was Niemann Capital Management, an estimated $1.14M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q4 2019 was Cambridge Investment Research Advisors, an estimated $238K sold.
Based on aggregated 13F filings for Q4 2019.