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Innovator Laddered Allocation Power Buffer ETF

73 hedge funds and large institutions have $164M invested in Innovator Laddered Allocation Power Buffer ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

20% more capital invested

Capital invested by funds: $137M → $164M (+$27.1M)

5.14% more ownership

Funds ownership: 56.11%61.25% (+5.1%)

4% more funds holding

Funds holding: 7073 (+3)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
12
Increased
28
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.3M +$2.41M +63,176 +12%
KWM
2
Kingsview Wealth Management
Oregon
$18.4M +$17.1M +449,129 +1,082%
KWM
3
KFG Wealth Management
Indiana
$11.1M +$682K +17,885 +6%
CAN
4
Cetera Advisor Networks
California
$9.33M +$7.33M +192,224 +339%
MFG
5
MTM Financial Group
Pennsylvania
$9.21M -$417K -10,952 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.47M -$3.12M -81,886 -27%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.64M -$397K -10,424 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.02M +$54K +1,417 +0.8%
SEP
9
Southland Equity Partners
Missouri
$6.7M +$80.1K +2,102 +1%
SAG
10
SageView Advisory Group
California
$4.69M +$845K +22,173 +22%
RA
11
RiverTree Advisors
Florida
$4.14M +$625K +16,394 +17%
TC
12
TownSquare Capital
Utah
$3.63M +$33.8K +888 +0.9%
SVWAG
13
Sound View Wealth Advisors Group
Georgia
$3.2M +$2.38M +62,553 +276%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.14M -$10.7K -282 -0.3%
RIA
15
Regal Investment Advisors
Michigan
$3.09M +$1.17M +30,625 +59%
BCM
16
Brookstone Capital Management
Illinois
$2.44M +$2.48M +65,071 New
HighTower Advisors
17
HighTower Advisors
Illinois
$2.42M +$1.71M +44,914 +228%
GFP
18
Guardian Financial Partners
California
$2.32M -$159K -4,165 -6%
FFS
19
Founders Financial Securities
Maryland
$2.21M -$1.01M -26,535 -31%
VWA
20
Visionary Wealth Advisors
Illinois
$2.2M +$91.9K +2,411 +4%
GEA
21
Glen Eagle Advisors
New Jersey
$2.13M -$57.8K -1,516 -3%
MA
22
Mutual Advisors
Nebraska
$2.11M +$1M +26,328 +88%
IA
23
IFG Advisory
Georgia
$2M +$10.1K +265 +0.5%
SEA
24
Stegent Equity Advisors
Texas
$1.72M -$734K -19,248 -30%
KAS
25
Kestra Advisory Services
Texas
$1.58M +$645K +16,927 +67%