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Innovator Laddered Allocation Power Buffer ETF

104 hedge funds and large institutions have $321M invested in Innovator Laddered Allocation Power Buffer ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

8% more funds holding

Funds holding: 96104 (+8)

0% more capital invested

Capital invested by funds: $320M → $321M (+$548K)

6.7% less ownership

Funds ownership: 73.98%67.28% (-6.7%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
15
Increased
42
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
76
Compass Advisory Group
New York
$300K -$1.26K -29 -0.4%
DFA
77
DHJJ Financial Advisors
Illinois
$280K +$8.23K +190 +3%
CIAS
78
Capital Investment Advisory Services
North Carolina
$275K
IIA
79
Integral Investment Advisors
California
$274K -$83.4K -1,925 -24%
DFA
80
Davies Financial Advisors
California
$271K -$302K -6,967 -53%
PJWM
81
Philip James Wealth Mangement
Georgia
$252K -$31.4K -725 -11%
Creative Planning
82
Creative Planning
Kansas
$251K +$247K +5,693 New
CTFG
83
Capstone Triton Financial Group
Oklahoma
$240K
IA
84
IFP Advisors
Florida
$206K -$32.9K -760 -14%
GWM
85
Geneos Wealth Management
Colorado
$206K +$56.3K +1,300 +39%
IWC
86
Integrated Wealth Concepts
Massachusetts
$203K +$199K +4,590 New
Morgan Stanley
87
Morgan Stanley
New York
$154K +$21.7K +501 +17%
GWSG
88
GPS Wealth Strategies Group
Colorado
$146K
HIA
89
Harbor Investment Advisory
Maryland
$143K +$4.12K +95 +3%
JP Morgan Chase
90
JP Morgan Chase
New York
$120K -$43 -1 -0%
SPIA
91
Steward Partners Investment Advisory
New York
$118K -$25.2K -582 -18%
SWM
92
Sugarloaf Wealth Management
Georgia
$66.3K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$47K -$67.6K -1,561 -59%
GRP
94
Global Retirement Partners
California
$42.8K -$34.7K -800 -45%
NS
95
NBC Securities
Alabama
$41K
BBPWM
96
Blue Bell Private Wealth Management
Pennsylvania
$31.8K
CT
97
Colonial Trust
South Carolina
$27.8K +$27.3K +629 New
PTC
98
Private Trust Company
Ohio
$22.1K
TSMHT
99
Thurston Springer Miller Herd & Titak
Indiana
$19.9K
PS
100
Principal Securities
Iowa
$16.1K +$15.8K +365 New