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LVHB

Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB

Delisted

LVHB was delisted on the 10th of August, 2020.

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15 hedge funds and large institutions have $24.7M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

120% more capital invested

Capital invested by funds: $11.2M → $24.7M (+$13.5M)

50% more funds holding

Funds holding: 10 → 15 (+5)

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Shamrock Asset Management
Texas
+$6.65M
2
LPL Financial
LPL Financial
California
+$1.7M
3
CFD
Creative Financial Designs
Indiana
+$1.26M
4
Jane Street
Jane Street
New York
+$762K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$726K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$21.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Shamrock Asset Management
Texas
$8.52M +$6.65M +225,743 +368%
LPL Financial
2
LPL Financial
California
$3.71M +$1.7M +57,875 +86%
CFD
3
Creative Financial Designs
Indiana
$2.41M +$1.26M +42,791 +111%
Jane Street
4
Jane Street
New York
$2.37M +$762K +25,856 +48%
RJA
5
Raymond James & Associates
Florida
$2.04M +$556K +18,882 +38%
CWM
6
Cornerstone Wealth Management
Missouri
$1.55M +$30.6K +1,040 +2%
PAG
7
Private Advisor Group
New Jersey
$1.46M +$317K +10,771 +28%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$791K -$21.7K -736 -3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$731K +$726K +24,644 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$362K +$359K +12,185 New
Stifel Financial
11
Stifel Financial
Missouri
$358K +$352K +11,950 New
AI
12
Atria Investments
North Carolina
$239K +$237K +8,057 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$123K +$64.5K +2,190 +112%
SBL
14
Sargent Bickham Lagudis
Colorado
$37K – – –
AG
15
Advisor Group
Arizona
$18K +$17.7K +600 New

LVHB Hedge Fund Activity: Q1 2017 in Review

15 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q1 2017, worth a combined $24.7M — up 120% from $11.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LVHB positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Shamrock Asset Management, adding an estimated $6.65M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $21.7K.

  • 15 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q1 2017, up from 10 in Q4 2016.
  • Funds reported $24.7M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q1 2017, up 120% quarter-over-quarter.
  • 5 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q1 2017 and 0 closed out, a net change of +5 holders.
  • The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q1 2017 was Shamrock Asset Management, an estimated $6.65M added.
  • The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q1 2017 was Cambridge Investment Research Advisors, an estimated $21.7K sold.

Based on aggregated 13F filings for Q1 2017.