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 $34.3M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
12% more funds holding
Funds holding: 17 → 19 (+2)
5% more capital invested
Capital invested by funds: $32.8M → $34.3M (+$1.55M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.97% less ownership
Funds ownership: 25.53% → 23.56% (-2%)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.81M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.37M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.32M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$238K |
| 5 |
Jane Street
New York
|
+$65.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$3.23M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.66M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$719K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$612K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$506K |
LVHB Hedge Fund Activity: Q1 2019 in Review
19 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q1 2019, worth a combined $34.3M — up 4.7% from $32.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LVHB positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $1.81M. The largest seller was Geneos Wealth Management, cutting an estimated $3.23M.
- 19 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q1 2019, up from 17 in Q4 2018.
- Funds reported $34.3M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q1 2019, up 4.7% quarter-over-quarter.
- 4 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q1 2019 and 2 closed out, a net change of +2 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q1 2019 was Private Advisor Group, an estimated $1.81M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q1 2019 was Geneos Wealth Management, an estimated $3.23M sold.
Based on aggregated 13F filings for Q1 2019.