Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
LVHB was delisted on the 10th of August, 2020.
19 hedge funds and large institutions have $80.3M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $86.6M → $80.3M (-$6.36M)
17% less funds holding
Funds holding: 23 → 19 (-4)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.28M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.38M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$208K |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$25.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$22.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$17.7M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$4.95M |
| 3 |
VC
Veracity Capital
Atlanta,
Georgia
|
-$2.35M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$591K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$447K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| – | +$28 | +1 | New |
|
LVHB Hedge Fund Activity: Q2 2020 in Review
19 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q2 2020, worth a combined $80.3M — down 7.3% from $86.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of LVHB and 3 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 5 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.28M. The largest seller was Soltis Investment Advisors, cutting an estimated $17.7M.
- 19 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q2 2020, down from 23 in Q1 2020.
- Funds reported $80.3M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q2 2020, down 7.3% quarter-over-quarter.
- 3 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q2 2020 and 7 closed out, a net change of -4 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $2.28M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q2 2020 was Soltis Investment Advisors, an estimated $17.7M sold.
Based on aggregated 13F filings for Q2 2020.