Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
LVHB was delisted on the 10th of August, 2020.
23 hedge funds and large institutions have $43.7M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
7% more capital invested
Capital invested by funds: $40.7M → $43.7M (+$3.05M)
5% more funds holding
Funds holding: 22 → 23 (+1)
1.9% more ownership
Funds ownership: 20.92% → 22.82% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.7M |
| 2 |
Jane Street
New York
|
+$1.58M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.33M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$857K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$848K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.3M |
| 2 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$959K |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$270K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$178K |
| 5 |
LPL Financial
San Diego,
California
|
-$140K |
LVHB Hedge Fund Activity: Q1 2018 in Review
23 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q1 2018, worth a combined $43.7M — up 7.5% from $40.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LVHB positions and 1 closed out — a net gain of 1 holder — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.7M. The largest seller was Susquehanna International Group, cutting an estimated $1.3M.
- 23 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q1 2018, up from 22 in Q4 2017.
- Funds reported $43.7M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q1 2018, up 7.5% quarter-over-quarter.
- 2 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q1 2018 and 1 closed out, a net change of +1 holder.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q1 2018 was Raymond James Financial Services Advisors, an estimated $1.7M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q1 2018 was Susquehanna International Group, an estimated $1.3M sold.
Based on aggregated 13F filings for Q1 2018.