Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
LVHB was delisted on the 10th of August, 2020.
20 hedge funds and large institutions have $81.5M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
86% more capital invested
Capital invested by funds: $43.7M → $81.5M (+$37.8M)
22.01% more ownership
Funds ownership: 22.82% → 44.83% (+22%)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
13% less funds holding
Funds holding: 23 → 20 (-3)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$49.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.39M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$516K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$488K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.46M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.9M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$1.56M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.18M |
| 5 |
Jane Street
New York
|
-$1.02M |
LVHB Hedge Fund Activity: Q2 2018 in Review
20 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q2 2018, worth a combined $81.5M — up 86% from $43.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LVHB and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 8 added.
The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $49.1M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $5.46M sold.
- 20 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q2 2018, down from 23 in Q1 2018.
- Funds reported $81.5M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q2 2018, up 86% quarter-over-quarter.
- 2 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q2 2018 and 4 closed out, a net change of -2 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q2 2018 was Geneos Wealth Management, an estimated $49.1M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q2 2018 was Raymond James Financial Services Advisors, an estimated $5.46M sold.
Based on aggregated 13F filings for Q2 2018.