Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
LVHB was delisted on the 10th of August, 2020.
23 hedge funds and large institutions have $24.5M invested in Innovator Lunt Low Vol/High Beta Tactical ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
5% more funds holding
Funds holding: 22 → 23 (+1)
3% more capital invested
Capital invested by funds: $23.9M → $24.5M (+$610K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.14M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.24M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.1M |
| 4 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
+$989K |
| 5 |
SEP
Southland Equity Partners
Wildwood,
Missouri
|
+$720K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$4.34M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.13M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$100K |
| 4 |
LPL Financial
San Diego,
California
|
-$39.2K |
| 5 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$26.1K |
LVHB Hedge Fund Activity: Q3 2021 in Review
23 of the 5,729 institutional investors tracked by Wall St. Rank reported a position in Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) for Q3 2021, worth a combined $24.5M — up 2.6% from $23.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LVHB positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.14M. The largest seller was HighTower Advisors, exiting entirely with an estimated $4.34M sold.
- 23 institutional investors held Innovator Lunt Low Vol/High Beta Tactical ETF (LVHB) as of Q3 2021, up from 22 in Q2 2021.
- Funds reported $24.5M of Innovator Lunt Low Vol/High Beta Tactical ETF stock for Q3 2021, up 2.6% quarter-over-quarter.
- 4 funds opened new Innovator Lunt Low Vol/High Beta Tactical ETF positions in Q3 2021 and 3 closed out, a net change of +1 holder.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF buyer in Q3 2021 was Old Mission Capital, an estimated $2.14M added.
- The largest Innovator Lunt Low Vol/High Beta Tactical ETF seller in Q3 2021 was HighTower Advisors, an estimated $4.34M sold.
Based on aggregated 13F filings for Q3 2021.