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Innovator Laddered Allocation Power Buffer ETF

70 hedge funds and large institutions have $137M invested in Innovator Laddered Allocation Power Buffer ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

28% more capital invested

Capital invested by funds: $107M → $137M (+$30M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more funds holding

Funds holding: 5870 (+12)

3.34% less ownership

Funds ownership: 59.45%56.11% (-3.3%)

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
26
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$282K
SPWM
52
Straight Path Wealth Management
Michigan
$270K +$260K +7,122 New
OMC
53
Old Mission Capital
Illinois
$232K +$223K +6,118 New
SWA
54
Stratos Wealth Advisors
Ohio
$231K
BA
55
Bellwether Advisors
Nebraska
$227K
CTFG
56
Capstone Triton Financial Group
Oklahoma
$216K +$208K +5,704 New
OBWG
57
Onyx Bridge Wealth Group
New York
$204K +$196K +5,371 New
GWM
58
Geneos Wealth Management
Colorado
$201K
Morgan Stanley
59
Morgan Stanley
New York
$114K
UBS Group
60
UBS Group
Switzerland
$73.1K +$55.9K +1,532 +387%
SWM
61
Sugarloaf Wealth Management
Georgia
$57K
JP Morgan Chase
62
JP Morgan Chase
New York
$45.9K +$44.2K +1,210 New
WP
63
WealthPLAN Partners
Nebraska
$31.6K -$51.7K -1,417 -63%
PTC
64
Private Trust Company
Ohio
$18.9K
HBW
65
Hazlett, Burt & Watson
West Virginia
$15K +$14.6K +400 New
FGAM
66
Financial Gravity Asset Management
Texas
$14.7K +$1.39K +38 New
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$12.1K
CAL
68
Capital Advisors Ltd
Ohio
$11K
SS
69
Sunbelt Securities
Texas
$9.47K
TWM
70
Tradition Wealth Management
Minnesota
$6K +$5.66K +155 New
Wells Fargo
71
Wells Fargo
California
$16
SPC
72
Sigma Planning Corp
Michigan
-$369K -10,263 Closed
AAS
73
Ameritas Advisory Services
Nebraska
-$101K -2,805 Closed
SPIA
74
Steward Partners Investment Advisory
New York
-$4.02K -112 Closed