Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
LVHB was delisted on the 10th of August, 2020.
22 hedge funds and large institutions have $23.9M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
10% more funds holding
Funds holding: 20 → 22 (+2)
5% more capital invested
Capital invested by funds: $22.8M → $23.9M (+$1.06M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
+$1.59M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$562K |
| 3 |
SEP
Southland Equity Partners
Wildwood,
Missouri
|
+$511K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$476K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.03M |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$792K |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$417K |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$115K |
LVHB Hedge Fund Activity: Q2 2021 in Review
22 of the 5,768 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q2 2021, worth a combined $23.9M — up 4.7% from $22.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LVHB positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Glen Eagle Advisors, adding an estimated $1.59M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.1M sold.
- 22 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q2 2021, up from 20 in Q1 2021.
- Funds reported $23.9M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q2 2021, up 4.7% quarter-over-quarter.
- 6 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q2 2021 and 4 closed out, a net change of +2 holders.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q2 2021 was Glen Eagle Advisors, an estimated $1.59M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q2 2021 was Old Mission Capital, an estimated $1.1M sold.
Based on aggregated 13F filings for Q2 2021.