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Innovator Laddered Allocation Power Buffer ETF

96 hedge funds and large institutions have $320M invested in Innovator Laddered Allocation Power Buffer ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 9596 (+1)

4% more capital invested

Capital invested by funds: $308M → $320M (+$12.3M)

2.49% less ownership

Funds ownership: 76.47%73.98% (-2.5%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
10
Increased
39
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$65.2M +$1.98M +47,020 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.8M +$2.97M +70,592 +8%
KWM
3
KFG Wealth Management
Indiana
$15.3M +$1.03M +24,525 +7%
RIA
4
Regal Investment Advisors
Michigan
$15M +$1.54M +36,532 +12%
SAG
5
SageView Advisory Group
California
$13.3M +$11.4M +271,190 +681%
Osaic Holdings
6
Osaic Holdings
Arizona
$13M +$857K +20,396 +7%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$11.1M -$234K -5,571 -2%
MFG
8
MTM Financial Group
Pennsylvania
$9.69M +$58.8K +1,400 +0.6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.27M -$3.4M -80,842 -30%
MA
10
Mutual Advisors
Nebraska
$8.05M +$1.05M +24,942 +15%
SEP
11
Southland Equity Partners
Missouri
$7.18M -$260K -6,185 -4%
LPL Financial
12
LPL Financial
California
$6.57M +$4.48M +106,649 +229%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.52M +$2.14M +51,032 +66%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$5.49M +$1.4M +33,323 +35%
BCM
15
Brookstone Capital Management
Illinois
$5.47M +$1.96M +46,721 +59%
BWM
16
Buska Wealth Management
Wisconsin
$5.26M -$942K -22,405 -15%
GFP
17
Guardian Financial Partners
California
$4.36M -$175K -4,164 -4%
GSIAS
18
Garden State Investment Advisory Services
New Jersey
$4.34M -$83.8K -1,995 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$4.33M +$655K +15,579 +18%
VWA
20
Visionary Wealth Advisors
Illinois
$3.69M +$566K +13,457 +19%
TC
21
TownSquare Capital
Utah
$3.28M -$221K -5,265 -6%
FNWA
22
Financial Network Wealth Advisors
Utah
$3.28M -$221K -5,254 -6%
HI
23
Harbour Investments
Wisconsin
$3.27M +$1.63M +38,880 +104%
AAS
24
Avantax Advisory Services
Texas
$2.81M +$1.18M +28,164 +75%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.7M +$2.1K +50 +0.1%