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Innovator US Small Cap Power Buffer ETF April

83 hedge funds and large institutions have $97.1M invested in Innovator US Small Cap Power Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
16
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
51
Kingsview Wealth Management
Oregon
$381K -$9.6K -329 -2%
WCG
52
Weaver Consulting Group
California
$359K +$11.7K +400 +3%
TC
53
TownSquare Capital
Utah
$359K +$3.85K +132 +1%
FNWA
54
Financial Network Wealth Advisors
Utah
$359K +$359K +12,289 New
MSFS
55
Main Street Financial Solutions
Pennsylvania
$349K
LIWM
56
Long Island Wealth Management
New York
$347K +$347K +11,890 New
William Blair & Company
57
William Blair & Company
Illinois
$339K
ETIA
58
Epic Trust Investment Advisors
Washington
$331K -$5.84K -200 -2%
SS
59
Sunbelt Securities
Texas
$319K -$148K -5,070 -32%
NA
60
NewEdge Advisors
Louisiana
$315K +$315K +10,942 New
BCM
61
Brookstone Capital Management
Illinois
$307K
AIC
62
Archer Investment Corporation
Indiana
$306K
PA
63
PFG Advisors
Arizona
$299K -$14.2K -488 -5%
AL
64
ACAS LLC
California
$288K -$23.4K -802 -8%
BWM
65
BCS Wealth Management
Tennessee
$280K -$35.9K -1,230 -11%
RJA
66
Raymond James & Associates
Florida
$239K
CPCM
67
Cardinal Point Capital Management
Ontario, Canada
$215K +$215K +7,360 New
AWA
68
Arete Wealth Advisors
Illinois
$213K +$213K +7,300 New
FA
69
FSA Advisors
Michigan
$212K +$212K +7,251 New
UBS Group
70
UBS Group
Switzerland
$179K +$177K +6,069 +7,493%
S
71
SignatureFD
Georgia
$121K
Morgan Stanley
72
Morgan Stanley
New York
$117K +$58.3K +2,000 +100%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$112K
SWM
74
Sugarloaf Wealth Management
Georgia
$95K
TWP
75
TFO Wealth Partners
Ohio
$85.5K