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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20 hedge funds and large institutions have $22.8M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$4.22M
2
GEA
2
Glen Eagle Advisors
New Jersey
$2.82M
3
OMC
3
Old Mission Capital
Illinois
$1.1M
4
SEP
4
Southland Equity Partners
Missouri
$3.67M
5
KWM
5
Kingsview Wealth Management
Oregon
$466K

Top Sellers

1
WAS
1
Wealth Advisory Solutions
Indiana
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$421K
3
CFA
3
Carroll Financial Associates
North Carolina
$1.16M
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
SWA
5
Stratos Wealth Advisors
Ohio
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$4.22M +$3.48M +102,023 +474%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.68M +$192K +5,625 +5%
SEP
3
Southland Equity Partners
Missouri
$3.67M +$625K +18,332 +21%
GEA
4
Glen Eagle Advisors
New Jersey
$2.82M +$2.82M +80,716 New
SWA
5
Stratos Wealth Advisors
Ohio
$1.38M -$90.1K -2,641 -6%
CFA
6
Carroll Financial Associates
North Carolina
$1.16M -$302K -8,870 -21%
OMC
7
Old Mission Capital
Illinois
$1.1M +$1.1M +32,196 New
AL
8
ACAS LLC
California
$1.04M +$1.04M +30,381 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.03M +$461K +13,531 +82%
GWM
10
Geneos Wealth Management
Colorado
$534K – – –
KWM
11
Kingsview Wealth Management
Oregon
$466K +$466K +13,656 New
Osaic Holdings
12
Osaic Holdings
Arizona
$421K -$321K -9,406 -43%
VWA
13
Visionary Wealth Advisors
Illinois
$417K – – –
LPL Financial
14
LPL Financial
California
$379K -$70K -2,050 -16%
CAN
15
Cetera Advisor Networks
California
$356K +$109K +3,189 +44%
Morgan Stanley
16
Morgan Stanley
New York
$102K – – –
AIC
17
Ameritas Investment Company
Nebraska
$34.3K +$34.3K +1,005 New
CAL
18
Capital Advisors Ltd
Ohio
$10K – – –
WAS
19
Wealth Advisory Solutions
Indiana
– -$430K -12,950 Closed
SPC
20
Sigma Planning Corp
Michigan
– -$203K -6,100 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– -$1K -30 Closed