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Innovator US Equity Buffer ETF October

89 hedge funds and large institutions have $119M invested in Innovator US Equity Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 36 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2% less funds holding

Funds holding: 9189 (-2)

4.9% less ownership

Funds ownership: 72.87%67.97% (-4.9%)

9% less capital invested

Capital invested by funds: $130M → $119M (-$11.1M)

75% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 36

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
9
Reduced
36
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Maltin Wealth Management
New Jersey
$1M
CA
27
CoreCap Advisors
Michigan
$969K -$507K -12,429 -35%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$939K -$148K -3,621 -14%
BFA
29
Beacon Financial Advisory
Ohio
$928K
FCFC
30
First Commonwealth Financial Corp
Pennsylvania
$833K +$33.7K +826 +4%
ML
31
McAdam LLC
Pennsylvania
$792K
DFA
32
DHJJ Financial Advisors
Illinois
$766K -$31.2K -764 -4%
MPCL
33
My Personal CFO LLC
Washington
$761K
KF
34
Krilogy Financial
Missouri
$744K -$96.8K -2,375 -12%
LF
35
Lantz Financial
Illinois
$738K -$815 -20 -0.1%
SPC
36
Sigma Planning Corp
Michigan
$726K -$4.49K -110 -0.6%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$713K -$73.6K -1,805 -10%
BFC
38
Bedel Financial Consulting
Indiana
$682K
SWM
39
Spire Wealth Management
Virginia
$650K -$82 -2 -0%
MML Investors Services
40
MML Investors Services
Massachusetts
$610K -$49.4K -1,211 -8%
RA
41
RFG Advisory
Alabama
$576K +$127K +3,119 +29%
GTAM
42
Global Trust Asset Management
Florida
$570K
VBFP
43
Valtinson Bruner Financial Planning
Minnesota
$567K -$28.7K -705 -5%
W
44
WPWealth
Texas
$510K -$380K -9,324 -43%
CCAL
45
City Center Advisors LLC
Michigan
$493K
RJA
46
Raymond James & Associates
Florida
$489K
ATPW
47
Ashton Thomas Private Wealth
Arizona
$487K -$6.67M -163,518 -93%
AAP
48
Arax Advisory Partners
Colorado
$471K -$2.04K -50 -0.4%
BWM
49
BCS Wealth Management
Tennessee
$448K -$74.6K -1,830 -15%
XF
50
XML Financial
Maryland
$440K