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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
CTFG
76
Capstone Triton Financial Group
Oklahoma
$233K +$2.77K +66 +1%
Truist Financial
77
Truist Financial
North Carolina
$228K +$223K +5,317 New
GWM
78
Geneos Wealth Management
Colorado
$144K -$1.64M -39,056 -92%
GWSG
79
GPS Wealth Strategies Group
Colorado
$142K +$139K +3,310 New
SPIA
80
Steward Partners Investment Advisory
New York
$139K
HIA
81
Harbor Investment Advisory
Maryland
$134K
Morgan Stanley
82
Morgan Stanley
New York
$129K
JP Morgan Chase
83
JP Morgan Chase
New York
$117K -$84 -2 -0.1%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$113K -$27K -643 -20%
GRP
85
Global Retirement Partners
California
$75.8K
SWM
86
Sugarloaf Wealth Management
Georgia
$64.4K
NS
87
NBC Securities
Alabama
$40K +$39.3K +934 New
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$30.9K
PTC
89
Private Trust Company
Ohio
$21.4K
TSMHT
90
Thurston Springer Miller Herd & Titak
Indiana
$19.3K +$19K +451 New
CAL
91
Capital Advisors Ltd
Ohio
$12K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$10.9K
CPA
93
Clear Point Advisors
New York
$4.29K
VAG
94
VisionPoint Advisory Group
Texas
$4.07K
FHC
95
First Heartland Consultants
Missouri
$3.56K +$3.49M +83,051 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$2.14K +$2.1K +50 New
Wells Fargo
97
Wells Fargo
California
$18
KWA
98
Kingswood Wealth Advisors
California
-$1.91M -45,715 Closed
Jane Street
99
Jane Street
New York
-$1.15M -27,447 Closed
LNC
100
Lincoln National Corp
Pennsylvania
-$434K -10,399 Closed