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Innovator IBD 50 ETF

47 hedge funds and large institutions have $20M invested in Innovator IBD 50 ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
12
Closed
9
Calls
$215K
Puts
$90K
Net Calls
+$125K
Net Calls Change
+$47K
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$4.08M 170,433 +1,733 +1%
LWM
2
LJI Wealth Management
Indiana
$3.83M 162,093 +4,312 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.14M 90,534 +21,507 +31%
SFS
4
Sowell Financial Services
Arkansas
$1.36M 57,309 -3,342 -6%
LPL Financial
5
LPL Financial
California
$1.05M 44,228 -7,790 -15%
Wells Fargo
6
Wells Fargo
California
$663K 28,061 +3,611 +15%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$658K 27,819 +295 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$620K 26,204 +10,460 +66%
IWM
9
IHT Wealth Management
Illinois
$598K 25,298 +2,985 +13%
TDC
10
Thompson Davis & Co
Virginia
$575K 24,300 +250 +1%
RJA
11
Raymond James & Associates
Florida
$560K 23,668 +8,878 +60%
TRCT
12
Tower Research Capital (TRC)
New York
$551K 23,298 -12,767 -35%
DADC
13
D.A. Davidson & Co
Montana
$400K 16,915 -12,573 -43%
UBS Group
14
UBS Group
Switzerland
$382K 16,138 -1,017 -6%
Marshall Wace
15
Marshall Wace
United Kingdom
$359K 15,171 +300 +2%
PWM
16
Purus Wealth Management
California
$288K 12,186 -154 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$266K 11,254 -759 -6%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$258K 10,900 +10,900 New
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$238K 10,077
AFS
20
AFG Fiduciary Services
Massachusetts
$226K 9,550 +200 +2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$201K 8,506 +8,506 New
Morgan Stanley
22
Morgan Stanley
New York
$140K 5,916 -400 -6%
Bank of America
23
Bank of America
North Carolina
$118K 4,982 +1,608 +48%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$69.2K 2,929 +110 +4%
AIP
25
Ahrens Investment Partners
Louisiana
$51.9K 2,195 +2,195 New