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Innovator Laddered Allocation Power Buffer ETF

96 hedge funds and large institutions have $320M invested in Innovator Laddered Allocation Power Buffer ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 9596 (+1)

4% more capital invested

Capital invested by funds: $308M → $320M (+$12.3M)

2.49% less ownership

Funds ownership: 76.47%73.98% (-2.5%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
10
Increased
39
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Southern Capital Advisors
Tennessee
$601K -$4.37K -104 -0.7%
JWCA
52
J.W. Cole Advisors
Florida
$598K
FFS
53
Founders Financial Securities
Maryland
$568K -$619K -14,721 -53%
CCAL
54
City Center Advisors LLC
Michigan
$567K
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$565K -$13.8K -328 -2%
DFA
56
Davies Financial Advisors
California
$562K -$2.61M -61,997 -83%
DIM
57
Delta Investment Management
California
$548K -$1.36M -32,403 -72%
HBW
58
Hazlett, Burt & Watson
West Virginia
$528K +$299K +7,117 +136%
SEA
59
Stegent Equity Advisors
Texas
$494K -$369K -8,785 -43%
TF
60
Trek Financial
Arizona
$389K +$65.6K +1,560 +21%
SPWM
61
Straight Path Wealth Management
Michigan
$381K +$37.7K +896 +11%
HGERS
62
Householder Group Estate & Retirement Specialist
Arizona
$372K +$365K +8,681 New
BA
63
Bellwether Advisors
Nebraska
$360K
AF
64
Advisornet Financial
Minnesota
$355K +$32.8K +781 +10%
ACM
65
AlphaStar Capital Management
North Carolina
$355K +$102K +2,420 +41%
IIA
66
Integral Investment Advisors
California
$349K -$10.1K -240 -3%
CA
67
CoreCap Advisors
Michigan
$300K -$3.64M -86,565 -93%
CAG
68
Compass Advisory Group
New York
$292K +$1.22K +29 +0.4%
ARC
69
Advisor Resource Council
Texas
$283K +$277K +6,593 New
WP
70
WealthPLAN Partners
Nebraska
$282K
PJWM
71
Philip James Wealth Mangement
Georgia
$276K -$5.52M -131,287 -95%
CIAS
72
Capital Investment Advisory Services
North Carolina
$267K
CP
73
Castleview Partners
Texas
$265K +$117K +2,777 +82%
DFA
74
DHJJ Financial Advisors
Illinois
$264K -$8.66K -206 -3%
IA
75
IFP Advisors
Florida
$233K -$27.4K -652 -11%