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Innovator Laddered Allocation Power Buffer ETF

70 hedge funds and large institutions have $137M invested in Innovator Laddered Allocation Power Buffer ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

28% more capital invested

Capital invested by funds: $107M → $137M (+$30M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more funds holding

Funds holding: 5870 (+12)

3.34% less ownership

Funds ownership: 59.45%56.11% (-3.3%)

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
26
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.2M -$262K -7,186 -1%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.7M +$4.85M +132,922 +76%
KWM
3
KFG Wealth Management
Indiana
$10.5M +$1.75M +47,857 +21%
MFG
4
MTM Financial Group
Pennsylvania
$9.72M -$1.74M -47,818 -16%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.12M -$221K -6,052 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.04M +$598K +16,384 +10%
SEP
7
Southland Equity Partners
Missouri
$6.69M -$255K -6,980 -4%
HCM
8
Hudson Capital Management
New Jersey
$4.15M +$36 +1 +0%
SAG
9
SageView Advisory Group
California
$3.9M +$142K +3,885 +4%
TC
10
TownSquare Capital
Utah
$3.64M +$401K +11,000 +13%
RA
11
RiverTree Advisors
Florida
$3.56M +$2.44M +66,836 +247%
FFS
12
Founders Financial Securities
Maryland
$3.24M +$150K +4,103 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.19M +$745K +20,419 +32%
GFP
14
Guardian Financial Partners
California
$2.5M +$2.41M +65,964 New
SEA
15
Stegent Equity Advisors
Texas
$2.47M -$90.8K -2,488 -4%
GEA
16
Glen Eagle Advisors
New Jersey
$2.21M +$60.8K +1,666 +3%
ASN
17
Advisory Services Network
Georgia
$2.18M +$180K +4,931 +9%
CAN
18
Cetera Advisor Networks
California
$2.15M -$92.7K -2,541 -4%
VWA
19
Visionary Wealth Advisors
Illinois
$2.13M +$232K +6,348 +13%
IA
20
IFG Advisory
Georgia
$2.01M +$84K +2,303 +5%
RIA
21
Regal Investment Advisors
Michigan
$1.96M +$1.89M +51,676 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.76M +$1.7M +46,465 New
KWM
23
Kingsview Wealth Management
Oregon
$1.57M -$18.1K -496 -1%
AL
24
ACAS LLC
California
$1.49M -$39.5K -1,083 -3%
IA
25
IFP Advisors
Florida
$1.37M +$161K +4,412 +14%