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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
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24M -$377K -9,242 -2%
IIA
2
Integral Investment Advisors
California
$10M +$122K +2,981 +1%
PCM
3
Penserra Capital Management
California
$9.84M +$881K +21,605 +10%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.46M
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$5.92M -$79.4K -1,948 -1%
W
6
Wealthquest
Ohio
$3.46M -$224K -5,502 -6%
Osaic Holdings
7
Osaic Holdings
Arizona
$3M -$135K -3,314 -4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.78M -$471K -11,561 -15%
FFA
9
Fragasso Financial Advisors
Pennsylvania
$2.78M -$148K -3,620 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.76M -$252K -6,181 -9%
LPL Financial
11
LPL Financial
California
$2.63M -$15.5K -379 -0.6%
BMM
12
Berkshire Money Management
Massachusetts
$2.58M
KAS
13
Kestra Advisory Services
Texas
$2.3M -$53.1K -1,303 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.93M -$53.1K -1,303 -3%
DAS
15
Diversify Advisory Services
Utah
$1.82M -$168K -4,110 -9%
DI
16
Diligent Investors
California
$1.64M
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.62M -$12.6K -310 -0.8%
MI
18
Motiv8 Investments
Florida
$1.57M +$78K +1,914 +5%
FA
19
FSA Advisors
Michigan
$1.54M
Cerity Partners
20
Cerity Partners
New York
$1.39M -$797K -19,538 -37%
Jane Street
21
Jane Street
New York
$1.27M +$655K +16,064 +111%
BPA
22
Beacon Pointe Advisors
California
$1.17M -$326 -8 -0%
OMC
23
Old Mission Capital
Illinois
$1.15M +$180K +4,404 +19%
CAM
24
Cresset Asset Management
Illinois
$1.06M -$995K -24,408 -49%
Truist Financial
25
Truist Financial
North Carolina
$1.03M