LVHB

Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB

Overview Fund Activity
Delisted

LVHB was delisted on the 10th of August, 2020.

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29 hedge funds and large institutions have $131M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+9
Holders Change %
+45%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
8
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
1
Niemann Capital Management
Nevada
$1.2M
2
Jane Street
2
Jane Street
New York
$1.43M
3
GWM
3
Geneos Wealth Management
Colorado
$25M
4
WI
4
WBI Investments
New Jersey
$797K
5
SC
5
Sepio Capital
Utah
$360K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.7M
2
AI
2
Atria Investments
North Carolina
$516K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
LPL Financial
4
LPL Financial
California
$3.85M
5
IA
5
IFP Advisors
Florida
$343K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$86.1M +$86.1M +2,227,773 New
GWM
2
Geneos Wealth Management
Colorado
$25M +$797K +20,537 +3%
LPL Financial
3
LPL Financial
California
$3.85M -$106K -2,732 -3%
PMG
4
ProVise Management Group
Florida
$2.5M +$222K +5,742 +10%
PAG
5
Private Advisor Group
New Jersey
$2.25M +$79.2K +2,049 +4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.7M -$249K -6,458 -13%
Jane Street
7
Jane Street
New York
$1.43M +$1.18M +30,677 +492%
Stifel Financial
8
Stifel Financial
Missouri
$1.21M +$149K +3,859 +14%
NCM
9
Niemann Capital Management
Nevada
$1.2M +$1.2M +31,011 New
WAS
10
Wealth Advisory Solutions
Indiana
$835K +$835K +21,640 New
WI
11
WBI Investments
New Jersey
$797K +$797K +20,638 New
IWM
12
IHT Wealth Management
Illinois
$562K -$8.62K -223 -2%
BCI
13
Brinker Capital Investments
Pennsylvania
$555K – – –
AI
14
Atria Investments
North Carolina
$516K -$243K -6,289 -32%
SC
15
Sepio Capital
Utah
$360K +$360K +9,309 New
IA
16
IFP Advisors
Florida
$343K -$20.1K -517 -6%
AWM
17
AE Wealth Management
Kansas
$307K -$4.87K -126 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$298K – – –
FWM
19
Foresight Wealth Management
Utah
$293K -$7.58K -196 -3%
UCFA
20
United Capital Financial Advisors
Texas
$217K – – –
JWCA
21
J.W. Cole Advisors
Florida
$214K +$214K +5,549 New
RIA
22
Realta Investment Advisors
Delaware
$177K +$6.63K +181 +4%
AG
23
Advisor Group
Arizona
$132K +$2.02K +52 +2%
PCTC
24
Perkins Coie Trust Company
Washington
$78K +$78K +2,009 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$63K +$63K +1,643 New
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