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Innovator Laddered Allocation Power Buffer ETF

118 hedge funds and large institutions have $430M invested in Innovator Laddered Allocation Power Buffer ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

89% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 27

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more capital invested

Capital invested by funds: $321M → $430M (+$109M)

13% more funds holding

Funds holding: 104118 (+14)

9.94% more ownership

Funds ownership: 67.28%77.22% (+9.9%)

Holders
118
Holders Change
+14
Holders Change %
+13.46%
% of All Funds
1.55%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
26
Increased
51
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$199K -$10.4K -232 -5%
SMAM
102
Sugar Maple Asset Management
Wisconsin
$167K +$166K +3,712 New
Morgan Stanley
103
Morgan Stanley
New York
$148K -$9.22K -206 -6%
HIA
104
Harbor Investment Advisory
Maryland
$145K
CFG
105
Chapman Financial Group
Hawaii
$123K +$123K +2,746 New
JP Morgan Chase
106
JP Morgan Chase
New York
$123K
SWM
107
Sugarloaf Wealth Management
Georgia
$67.5K
GRP
108
Global Retirement Partners
California
$43.5K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$37K -$11K -246 -23%
BBPWM
110
Blue Bell Private Wealth Management
Pennsylvania
$32.3K
CT
111
Colonial Trust
South Carolina
$28.2K
TSMHT
112
Thurston Springer Miller Herd & Titak
Indiana
$25.5K +$5.24K +117 +26%
GSWM
113
Golden State Wealth Management
California
$24.9K +$24.8K +555 New
PTC
114
Private Trust Company
Ohio
$22.5K
AWM
115
AE Wealth Management
Kansas
$17.8K +$17.7K +396 New
CAL
116
Capital Advisors Ltd
Ohio
$13K
MCM
117
MAI Capital Management
Ohio
$6.15K +$6.13K +137 New
WSFS
118
Wilmington Savings Fund Society
Delaware
$5.75K +$5.73K +128 New
Wells Fargo
119
Wells Fargo
California
$19
RIA
120
Regal Investment Advisors
Michigan
-$5.27M -119,446 Closed
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
-$4.72M -106,889 Closed
Jane Street
122
Jane Street
New York
-$920K -20,852 Closed
IWP
123
Innova Wealth Partners
Pennsylvania
-$695K -15,761 Closed
HGERS
124
Householder Group Estate & Retirement Specialist
Arizona
-$630K -14,301 Closed
CAG
125
Compass Advisory Group
New York
-$300K -6,790 Closed