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Innovator Laddered Allocation Power Buffer ETF

104 hedge funds and large institutions have $321M invested in Innovator Laddered Allocation Power Buffer ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

8% more funds holding

Funds holding: 96104 (+8)

0% more capital invested

Capital invested by funds: $320M → $321M (+$548K)

6.7% less ownership

Funds ownership: 73.98%67.28% (-6.7%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
104
Holders Change
+8
Holders Change %
+8.33%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
15
Increased
42
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.6M +$1.45M +33,408 +3%
KWM
2
Kingsview Wealth Management
Oregon
$23.9M -$42.4M -978,729 -64%
LPL Financial
3
LPL Financial
California
$18.9M +$11.9M +275,483 +180%
KWM
4
KFG Wealth Management
Indiana
$16.8M +$1.01M +23,394 +7%
Osaic Holdings
5
Osaic Holdings
Arizona
$15.6M +$2.18M +50,262 +17%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.9M +$2.46M +56,810 +22%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$11.5M +$5.68M +131,103 +102%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$10.6M +$2.03M +46,743 +24%
SAG
9
SageView Advisory Group
California
$10.5M -$3.17M -73,161 -24%
MFG
10
MTM Financial Group
Pennsylvania
$9.97M -$2.82K -65 -0%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.69M +$9.51M +219,529 New
MA
12
Mutual Advisors
Nebraska
$7.5M -$788K -18,188 -10%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$6.09M +$425K +9,808 +8%
BCM
14
Brookstone Capital Management
Illinois
$5.39M -$184K -4,248 -3%
BWM
15
Buska Wealth Management
Wisconsin
$5.36M -$52.7K -1,216 -1%
HighTower Advisors
16
HighTower Advisors
Illinois
$5.28M +$814K +18,788 +19%
RIA
17
Regal Investment Advisors
Michigan
$5.27M -$10M -231,395 -66%
HI
18
Harbour Investments
Wisconsin
$5.14M +$1.75M +40,332 +53%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.72M +$3.2M +73,747 +223%
GSIAS
20
Garden State Investment Advisory Services
New Jersey
$4.59M +$129K +2,983 +3%
GFP
21
Guardian Financial Partners
California
$4.22M -$270K -6,242 -6%
VWA
22
Visionary Wealth Advisors
Illinois
$4.01M +$217K +5,018 +6%
AAS
23
Avantax Advisory Services
Texas
$3.38M +$481K +11,098 +17%
TC
24
TownSquare Capital
Utah
$3.34M -$40.3K -929 -1%
CW
25
Channel Wealth
California
$3.32M +$3.26M +75,225 New