Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
LVHB was delisted on the 10th of August, 2020.
16 hedge funds and large institutions have $32.2M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 5 closing their positions.
2.7% more ownership
Funds ownership: 23.56% → 26.26% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $34.3M → $32.2M (-$2.1M)
16% less funds holding
Funds holding: 19 → 16 (-3)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$277K |
| 2 |
LPL Financial
San Diego,
California
|
+$156K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$112K |
| 4 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$81.3K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$51.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.8M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$575K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$541K |
| 4 |
Jane Street
New York
|
-$484K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$310K |
LVHB Hedge Fund Activity: Q2 2019 in Review
16 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q2 2019, worth a combined $32.2M — down 6.1% from $34.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of LVHB and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 4 added.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $277K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.8M sold.
- 16 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q2 2019, down from 19 in Q1 2019.
- Funds reported $32.2M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q2 2019, down 6.1% quarter-over-quarter.
- 2 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q2 2019 and 5 closed out, a net change of -3 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q2 2019 was AE Wealth Management, an estimated $277K added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q2 2019 was Citadel Advisors, an estimated $1.8M sold.
Based on aggregated 13F filings for Q2 2019.