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Innovator Laddered Allocation Power Buffer ETF

118 hedge funds and large institutions have $430M invested in Innovator Laddered Allocation Power Buffer ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

89% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 27

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more capital invested

Capital invested by funds: $321M → $430M (+$109M)

13% more funds holding

Funds holding: 104118 (+14)

9.94% more ownership

Funds ownership: 67.28%77.22% (+9.9%)

Holders
118
Holders Change
+14
Holders Change %
+13.46%
% of All Funds
1.55%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
26
Increased
51
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$73.2M +$48.6M +1,087,128 +200%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46.2M -$203K -4,539 -0.4%
LPL Financial
3
LPL Financial
California
$27.7M +$8.43M +188,475 +44%
Osaic Holdings
4
Osaic Holdings
Arizona
$22.3M +$6.32M +141,261 +40%
KWM
5
KFG Wealth Management
Indiana
$18M +$922K +20,613 +5%
PWP
6
Prasad Wealth Partners
Ohio
$16.8M +$16.7M +373,880 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$14.9M +$757K +16,929 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$13.6M +$13.6M +303,769 New
HIW
9
Holos Integrated Wealth
Pennsylvania
$12.4M +$12.4M +277,142 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$10.8M +$7.34K +164 +0.1%
MFG
11
MTM Financial Group
Pennsylvania
$10.3M +$164K +3,655 +2%
MA
12
Mutual Advisors
Nebraska
$8.32M +$667K +14,913 +9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.83M -$3.82M -85,437 -33%
SAG
14
SageView Advisory Group
California
$7.78M -$2.89M -64,690 -27%
HI
15
Harbour Investments
Wisconsin
$6.47M +$1.23M +27,497 +24%
BCM
16
Brookstone Capital Management
Illinois
$6.11M +$625K +13,968 +11%
HighTower Advisors
17
HighTower Advisors
Illinois
$5.67M +$287K +6,420 +5%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$5.54M -$654K -14,620 -11%
SA
19
Sovran Advisors
California
$5.53M +$5.51M +123,171 New
BWM
20
Buska Wealth Management
Wisconsin
$4.91M -$538K -12,016 -10%
GSIAS
21
Garden State Investment Advisory Services
New Jersey
$4.89M +$216K +4,823 +5%
CW
22
Channel Wealth
California
$4.25M +$869K +19,431 +26%
GFP
23
Guardian Financial Partners
California
$4.23M -$61.3K -1,370 -1%
VWA
24
Visionary Wealth Advisors
Illinois
$4.14M +$51.5K +1,151 +1%
AAS
25
Avantax Advisory Services
Texas
$3.9M +$453K +10,131 +13%