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 $37.7M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
25% more funds holding
Funds holding: 16 → 20 (+4)
17% more capital invested
Capital invested by funds: $32.2M → $37.7M (+$5.53M)
3.05% more ownership
Funds ownership: 26.26% → 29.31% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$2.12M |
| 2 |
LPL Financial
San Diego,
California
|
+$597K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$595K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$237K |
| 5 |
Jane Street
New York
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$957K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$52.3K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$12.9K |
| 4 |
FWM
Foresight Wealth Management
Draper,
Utah
|
-$11.7K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.04K |
LVHB Hedge Fund Activity: Q3 2019 in Review
20 of the 4,575 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q3 2019, worth a combined $37.7M — up 17% from $32.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LVHB positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was ProVise Management Group, opening a new position worth an estimated $2.12M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $957K sold.
- 20 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q3 2019, up from 16 in Q2 2019.
- Funds reported $37.7M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q3 2019, up 17% quarter-over-quarter.
- 5 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q3 2019 and 1 closed out, a net change of +4 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q3 2019 was ProVise Management Group, an estimated $2.12M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q3 2019 was Susquehanna International Group, an estimated $957K sold.
Based on aggregated 13F filings for Q3 2019.