Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
LVHB was delisted on the 10th of August, 2020.
18 hedge funds and large institutions have $13.6M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
136% more capital invested
Capital invested by funds: $5.76M → $13.6M (+$7.82M)
29% more funds holding
Funds holding: 14 → 18 (+4)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.4M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$793K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$711K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$352K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$537K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$310K |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$141K |
| 4 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$63.8K |
| 5 |
LPL Financial
San Diego,
California
|
-$60K |
LVHB Hedge Fund Activity: Q4 2020 in Review
18 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q4 2020, worth a combined $13.6M — up 136% from $5.76M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LVHB positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $3.4M. The largest seller was Stifel Financial, exiting entirely with an estimated $537K sold.
- 18 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q4 2020, up from 14 in Q3 2020.
- Funds reported $13.6M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q4 2020, up 136% quarter-over-quarter.
- 5 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q4 2020 and 1 closed out, a net change of +4 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q4 2020 was Commonwealth Equity Services, an estimated $3.4M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q4 2020 was Stifel Financial, an estimated $537K sold.
Based on aggregated 13F filings for Q4 2020.