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Innovator IBD 50 ETF

45 hedge funds and large institutions have $27.2M invested in Innovator IBD 50 ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
13
Closed
10
Calls
Puts
$35K
Net Calls
-$35K
Net Calls Change
-$160K
Name Market Value Shares Shares
Change
Shares
Change %
LWM
1
LJI Wealth Management
Indiana
$4.1M 160,431 -1,662 -1%
CPIG
2
Chicago Partners Investment Group
Illinois
$4.05M 160,357 -10,076 -6%
IPW
3
IronBridge Private Wealth
Texas
$3.06M 119,489 +119,489 New
SFS
4
Sowell Financial Services
Arkansas
$2.26M 88,483 +31,174 +54%
DSCM
5
Del-Sette Capital Management
New York
$2.25M 88,110 +88,110 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.95M 76,134 -14,400 -16%
LPL Financial
7
LPL Financial
California
$1.07M 41,639 -2,589 -6%
IWM
8
IHT Wealth Management
Illinois
$893K 34,912 +9,614 +38%
Two Sigma Investments
9
Two Sigma Investments
New York
$816K 31,900 +31,900 New
Two Sigma Advisers
10
Two Sigma Advisers
New York
$755K 29,500 +18,600 +171%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$685K 26,771 -1,048 -4%
Wells Fargo
12
Wells Fargo
California
$651K 25,436 -2,625 -9%
KA
13
Kovack Advisors
Florida
$528K 20,635 +20,635 New
RJA
14
Raymond James & Associates
Florida
$409K 15,993 -7,675 -32%
Bank of America
15
Bank of America
North Carolina
$405K 15,829 +10,847 +218%
Marshall Wace
16
Marshall Wace
United Kingdom
$396K 15,471 +300 +2%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$359K 14,050 +14,050 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$338K 13,224 +1,970 +18%
DADC
19
D.A. Davidson & Co
Montana
$326K 12,735 -4,180 -25%
JIP
20
Jaffetilchin Investment Partners
Florida
$271K 10,587 +10,587 New
UBS Group
21
UBS Group
Switzerland
$266K 10,389 -5,749 -36%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$258K 10,077
AFS
23
AFG Fiduciary Services
Massachusetts
$225K 8,725 -825 -9%
Morgan Stanley
24
Morgan Stanley
New York
$217K 8,466 +2,550 +43%
GIM
25
Grassi Investment Management
California
$205K 8,000 +8,000 New