KAPR icon

Innovator US Small Cap Power Buffer ETF April

74 hedge funds and large institutions have $98.9M invested in Innovator US Small Cap Power Buffer ETF April in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 13 closing their positions.

Holders
74
Holders Change
-8
Holders Change %
-9.76%
% of All Funds
1.18%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
16
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ODFS
1
O'Donnell Financial Services
California
$18.8M 702,967 -37,681 -5%
PP
2
PFS Partners
New Jersey
$11.1M 416,472 +662 +0.2%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.72M 288,525 +36,905 +15%
ACM
4
Avalon Capital Management
California
$5.38M 201,179 -6,563 -3%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$4.38M 163,571 -1,500 -0.9%
AAS
6
Avantax Advisory Services
Texas
$3.48M 130,043 +861 +0.7%
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$3.46M 129,321 -2,327 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.41M 127,288 -10,966 -8%
DLHL
9
Donald L. Hagan LLC
Florida
$2.99M 111,799 -4,326 -4%
SI
10
Stephens Inc
Arkansas
$2.43M 90,900 -225 -0.2%
SAG
11
SageView Advisory Group
California
$2.34M 87,326 -602 -0.7%
TF
12
Trek Financial
Arizona
$2.31M 86,377 +1,754 +2%
CAN
13
Cetera Advisor Networks
California
$2.19M 81,710 +9,519 +13%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$1.98M 74,076 -1,038 -1%
LNC
15
Lincoln National Corp
Pennsylvania
$1.94M 72,531 +9,842 +16%
KAS
16
Kestra Advisory Services
Texas
$1.89M 70,735 +886 +1%
SEA
17
Stegent Equity Advisors
Texas
$1.65M 61,718 +5,384 +10%
CCM
18
Coldstream Capital Management
Washington
$1.02M 38,122
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.01M 37,814 +97 +0.3%
PWA
20
Pillar Wealth Advisors
Pennsylvania
$965K 36,081
HAS
21
HBW Advisory Services
California
$955K 35,697 -666 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$940K 35,150 +568 +2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$809K 30,235 +5,087 +20%
GSIS
24
Global Strategic Investment Solutions
Arizona
$784K 29,323 -37 -0.1%
CAL
25
Capital Analysts LLC
Pennsylvania
$750K 28,039 +550 +2%