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Innovator Laddered Allocation Power Buffer ETF

95 hedge funds and large institutions have $308M invested in Innovator Laddered Allocation Power Buffer ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

14% more funds holding

Funds holding: 8395 (+12)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more capital invested

Capital invested by funds: $277M → $308M (+$30.6M)

82.07% less ownership

Funds ownership: 158.54%76.47% (-82%)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
17
Increased
42
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$61.5M +$28.2M +690,882 +88%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.8M +$6.48M +158,639 +21%
KWM
3
KFG Wealth Management
Indiana
$13.9M +$362K +8,865 +3%
RIA
4
Regal Investment Advisors
Michigan
$13.1M +$1.84M +45,167 +17%
Osaic Holdings
5
Osaic Holdings
Arizona
$11.8M +$1.7M +41,592 +17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.4M +$674K +16,499 +6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$11M +$219K +5,361 +2%
CAN
8
Cetera Advisor Networks
California
$10.7M -$800K -19,597 -7%
MFG
9
MTM Financial Group
Pennsylvania
$9.38M -$660K -16,163 -7%
SEP
10
Southland Equity Partners
Missouri
$7.25M -$154K -3,775 -2%
MA
11
Mutual Advisors
Nebraska
$6.77M +$3.69M +90,351 +126%
BWM
12
Buska Wealth Management
Wisconsin
$6.05M +$5.92M +145,044 New
PJWM
13
Philip James Wealth Mangement
Georgia
$5.75M +$274K +6,719 +5%
GFP
14
Guardian Financial Partners
California
$4.42M +$1.88M +45,934 +77%
GSIAS
15
Garden State Investment Advisory Services
New Jersey
$4.3M +$58.8K +1,440 +1%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$3.96M +$1.29M +31,620 +50%
CA
17
CoreCap Advisors
Michigan
$3.9M +$112K +2,735 +3%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.56M +$502K +12,299 +17%
TC
19
TownSquare Capital
Utah
$3.42M -$481K -11,786 -13%
FNWA
20
Financial Network Wealth Advisors
Utah
$3.41M -$440K -10,783 -12%
BCM
21
Brookstone Capital Management
Illinois
$3.32M -$2.35M -57,493 -42%
MAM
22
Milestone Asset Management
Pennsylvania
$3.32M -$20M -488,847 -86%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.24M +$127K +3,118 +4%
DFA
24
Davies Financial Advisors
California
$3.13M +$3.07M +75,106 New
VWA
25
Visionary Wealth Advisors
Illinois
$3.03M +$1.06K +26 +0%