Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
LVHB was delisted on the 10th of August, 2020.
18 hedge funds and large institutions have $29.6M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
20% more funds holding
Funds holding: 15 → 18 (+3)
20% more capital invested
Capital invested by funds: $24.7M → $29.6M (+$4.87M)
2.52% more ownership
Funds ownership: 21.11% → 23.63% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.24M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$940K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$843K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$544K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$494K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.19M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$731K |
| 3 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$428K |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$66.5K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$36.1K |
LVHB Hedge Fund Activity: Q2 2017 in Review
18 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q2 2017, worth a combined $29.6M — up 20% from $24.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LVHB positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.24M. The largest seller was Jane Street, cutting an estimated $2.19M.
- 18 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q2 2017, up from 15 in Q1 2017.
- Funds reported $29.6M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q2 2017, up 20% quarter-over-quarter.
- 5 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q2 2017 and 2 closed out, a net change of +3 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q2 2017 was Raymond James Financial Services Advisors, an estimated $3.24M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q2 2017 was Jane Street, an estimated $2.19M sold.
Based on aggregated 13F filings for Q2 2017.