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 $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.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
68% more capital invested
Capital invested by funds: $13.6M → $22.8M (+$9.23M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
11% more funds holding
Funds holding: 18 → 20 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$3.48M |
| 2 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
+$2.82M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.1M |
| 4 |
SEP
Southland Equity Partners
Wildwood,
Missouri
|
+$625K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$466K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$430K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$321K |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$302K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$203K |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$90.1K |
LVHB Hedge Fund Activity: Q1 2021 in Review
20 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q1 2021, worth a combined $22.8M — up 68% from $13.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LVHB positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $3.48M. The largest seller was Wealth Advisory Solutions, exiting entirely with an estimated $430K sold.
- 20 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q1 2021, up from 18 in Q4 2020.
- Funds reported $22.8M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q1 2021, up 68% quarter-over-quarter.
- 6 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q1 2021 and 3 closed out, a net change of +3 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q1 2021 was HighTower Advisors, an estimated $3.48M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q1 2021 was Wealth Advisory Solutions, an estimated $430K sold.
Based on aggregated 13F filings for Q1 2021.