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Innovator Laddered Allocation Power Buffer ETF

73 hedge funds and large institutions have $164M invested in Innovator Laddered Allocation Power Buffer ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

20% more capital invested

Capital invested by funds: $137M → $164M (+$27.1M)

5.14% more ownership

Funds ownership: 56.11%61.25% (+5.1%)

4% more funds holding

Funds holding: 7073 (+3)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
12
Increased
28
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
51
DHJJ Financial Advisors
Illinois
$297K -$11.6K -305 -4%
LWA
52
Lineweaver Wealth Advisors
Ohio
$289K +$294K +7,717 New
SPWM
53
Straight Path Wealth Management
Michigan
$288K +$21.7K +569 +8%
TF
54
Trek Financial
Arizona
$282K
HI
55
Harbour Investments
Wisconsin
$279K
WP
56
WealthPLAN Partners
Nebraska
$247K +$219K +5,749 +689%
SOS
57
Silver Oak Securities
Tennessee
$239K +$243K +6,384 New
CIAS
58
Capital Investment Advisory Services
North Carolina
$233K +$237K +6,225 New
BA
59
Bellwether Advisors
Nebraska
$225K
CTFG
60
Capstone Triton Financial Group
Oklahoma
$211K -$3.16K -83 -1%
AWS
61
Atria Wealth Solutions
New York
$208K +$211K +5,539 New
HBW
62
Hazlett, Burt & Watson
West Virginia
$134K +$120K +3,148 +787%
HIA
63
Harbor Investment Advisory
Maryland
$120K +$122K +3,213 New
Morgan Stanley
64
Morgan Stanley
New York
$113K
GWM
65
Geneos Wealth Management
Colorado
$106K -$94.5K -2,480 -47%
SPIA
66
Steward Partners Investment Advisory
New York
$78.5K +$79.8K +2,094 New
SWM
67
Sugarloaf Wealth Management
Georgia
$56.4K
PTC
68
Private Trust Company
Ohio
$18.8K
UBS Group
69
UBS Group
Switzerland
$12.9K -$60.4K -1,584 -82%
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$12K
CAL
71
Capital Advisors Ltd
Ohio
$11K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$9.53K +$9.68K +254 New
SS
73
Sunbelt Securities
Texas
$9.38K
Wells Fargo
74
Wells Fargo
California
$16
HCM
75
Hudson Capital Management
New Jersey
-$4.15M -109,621 Closed