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 $34.8M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
18% more capital invested
Capital invested by funds: $29.6M → $34.8M (+$5.22M)
6% more funds holding
Funds holding: 18 → 19 (+1)
2.54% more ownership
Funds ownership: 23.63% → 26.17% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$1.57M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$967K |
| 3 |
LPL Financial
San Diego,
California
|
+$673K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$657K |
| 5 |
Jane Street
New York
|
+$600K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$380K |
| 2 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$139K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$91K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$37.8K |
LVHB Hedge Fund Activity: Q3 2017 in Review
19 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 Q3 2017, worth a combined $34.8M — up 18% from $29.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LVHB positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 2 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $1.57M. The largest seller was Citadel Advisors, exiting entirely with an estimated $380K sold.
- 19 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q3 2017, up from 18 in Q2 2017.
- Funds reported $34.8M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q3 2017, up 18% quarter-over-quarter.
- 4 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q3 2017 and 2 closed out, a net change of +2 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q3 2017 was Migdal Insurance & Financial Holdings, an estimated $1.57M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q3 2017 was Citadel Advisors, an estimated $380K sold.
Based on aggregated 13F filings for Q3 2017.