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Innovator Laddered Allocation Power Buffer ETF

95 hedge funds and large institutions have $308M invested in Innovator Laddered Allocation Power Buffer ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

14% more funds holding

Funds holding: 8395 (+12)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more capital invested

Capital invested by funds: $277M → $308M (+$30.6M)

82.07% less ownership

Funds ownership: 158.54%76.47% (-82%)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
17
Increased
42
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTFG
76
Capstone Triton Financial Group
Oklahoma
$224K -$34.6K -848 -14%
HBW
77
Hazlett, Burt & Watson
West Virginia
$219K +$68.3K +1,672 +47%
OCM
78
Orion Capital Management
California
$206K
CP
79
Castleview Partners
Texas
$142K +$64.4K +1,577 +87%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$137K +$134K +3,278 New
SPIA
81
Steward Partners Investment Advisory
New York
$136K +$47.3K +1,158 +55%
HIA
82
Harbor Investment Advisory
Maryland
$131K -$13K -318 -9%
Morgan Stanley
83
Morgan Stanley
New York
$125K -$123K -3,000 -50%
JP Morgan Chase
84
JP Morgan Chase
New York
$114K +$5.76K +141 +5%
GRP
85
Global Retirement Partners
California
$73.8K +$72.3K +1,769 New
SWM
86
Sugarloaf Wealth Management
Georgia
$62.7K
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$30.1K
PTC
88
Private Trust Company
Ohio
$20.9K
CAL
89
Capital Advisors Ltd
Ohio
$12K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$10.6K -$27K -660 -72%
SS
91
Sunbelt Securities
Texas
$10.4K
CPA
92
Clear Point Advisors
New York
$4.17K
VAG
93
VisionPoint Advisory Group
Texas
$3.96K +$3.88K +95 New
FGAM
94
Financial Gravity Asset Management
Texas
$3.44K +$3.35K +82 New
KFS
95
Kelly Financial Services
Massachusetts
$1.88K +$1.84K +45 New
Wells Fargo
96
Wells Fargo
California
$17
FIA
97
Foundations Investment Advisors
Arizona
-$22.8M -562,391 Closed
RA
98
RiverTree Advisors
Florida
-$1.19M -29,731 Closed
FIM
99
Freedom Investment Management
Connecticut
-$247K -6,159 Closed
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
-$33.5K -837 Closed