Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
LVHB was delisted on the 10th of August, 2020.
22 hedge funds and large institutions have $40.7M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
17% more capital invested
Capital invested by funds: $34.8M → $40.7M (+$5.85M)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
16% more funds holding
Funds holding: 19 → 22 (+3)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.53M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$3.23M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$743K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$506K |
| 5 |
VF
Virtu Financial
New York
|
+$390K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.79M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$1.06M |
| 3 |
Jane Street
New York
|
-$843K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$395K |
| 5 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$120K |
LVHB Hedge Fund Activity: Q4 2017 in Review
22 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q4 2017, worth a combined $40.7M — up 17% from $34.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LVHB positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $3.53M. The largest seller was Private Advisor Group, cutting an estimated $1.79M.
- 22 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q4 2017, up from 19 in Q3 2017.
- Funds reported $40.7M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q4 2017, up 17% quarter-over-quarter.
- 5 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q4 2017 and 2 closed out, a net change of +3 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q4 2017 was AE Wealth Management, an estimated $3.53M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q4 2017 was Private Advisor Group, an estimated $1.79M sold.
Based on aggregated 13F filings for Q4 2017.