Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
LVHB was delisted on the 10th of August, 2020.
14 hedge funds and large institutions have $5.76M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 10 closing their positions.
26% less funds holding
Funds holding: 19 → 14 (-5)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
81.33% less ownership
Funds ownership: 81.33% → 0% (-81%)
93% less capital invested
Capital invested by funds: $79.3M → $5.76M (-$73.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$1.47M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$594K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$244K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$220K |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$51.3M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$14.9M |
| 3 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$1.86M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.69M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.49M |
LVHB Hedge Fund Activity: Q3 2020 in Review
14 of the 4,971 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q3 2020, worth a combined $5.76M — down 93% from $79.3M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of LVHB and 5 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 1 added.
The largest buyer was Stratos Wealth Advisors, opening a new position worth an estimated $1.47M. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $51.3M sold.
- 14 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q3 2020, down from 19 in Q2 2020.
- Funds reported $5.76M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q3 2020, down 93% quarter-over-quarter.
- 5 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q3 2020 and 10 closed out, a net change of -5 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q3 2020 was Stratos Wealth Advisors, an estimated $1.47M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q3 2020 was Soltis Investment Advisors, an estimated $51.3M sold.
Based on aggregated 13F filings for Q3 2020.