Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
LVHB was delisted on the 10th of August, 2020.
10 hedge funds and large institutions have $11.2M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.85M |
| 2 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$1.68M |
| 3 |
Jane Street
New York
|
+$1.48M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1.4M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.36M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.94M | +$1.85M | +67,498 | New |
|
|
SAM
2
Shamrock Asset Management
Dallas,
Texas
| $1.75M | +$1.68M | +61,347 | New |
|
|
3
Jane Street
New York
| $1.54M | +$1.48M | +54,073 | New |
|
|
CWM
4
Cornerstone Wealth Management
St. Peters,
Missouri
| $1.48M | +$1.4M | +51,311 | New |
|
|
RJA
5
Raymond James & Associates
St Petersburg,
Florida
| $1.42M | +$1.36M | +49,735 | New |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $1.13M | +$1.06M | +38,602 | New |
|
|
CFD
7
Creative Financial Designs
Kokomo,
Indiana
| $1.1M | +$1.05M | +38,533 | New |
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $779K | +$749K | +27,376 | New |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $56K | +$53.6K | +1,960 | New |
|
|
SBL
10
Sargent Bickham Lagudis
Boulder,
Colorado
| $38K | +$43.8K | +1,600 | New |
|
LVHB Hedge Fund Activity: Q4 2016 in Review
10 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q4 2016, worth a combined $11.2M.
Buyers outnumbered sellers: 10 funds opened new LVHB positions and 0 closed out — a net gain of 10 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.85M.
- 10 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q4 2016, up from 0 in Q3 2016.
- Funds reported $11.2M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q4 2016.
- 10 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q4 2016 and 0 closed out, a net change of +10 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q4 2016 was LPL Financial, an estimated $1.85M added.
Based on aggregated 13F filings for Q4 2016.