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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.

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 Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$13.9M 475,530 +348,242 +274%
PP
2
PFS Partners
New Jersey
$12.1M 414,184 -2,288 -0.5%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.29M 181,198 -107,327 -37%
ODFS
4
O'Donnell Financial Services
California
$5.22M 178,812 -524,155 -75%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$4.73M 162,196 -1,375 -0.8%
SIA
6
Spectrum Investment Advisors
Wisconsin
$4.27M 146,416 +146,416 New
ACM
7
Avalon Capital Management
California
$3.54M 121,477 -79,702 -40%
DLHL
8
Donald L. Hagan LLC
Florida
$3.28M 112,458 +659 +0.6%
SAG
9
SageView Advisory Group
California
$2.95M 101,823 +14,497 +17%
LNC
10
Lincoln National Corp
Pennsylvania
$2.33M 79,957 +7,426 +10%
CAN
11
Cetera Advisor Networks
California
$2.08M 71,458 -10,252 -13%
KAS
12
Kestra Advisory Services
Texas
$1.98M 67,944 -2,791 -4%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$1.95M 66,790 -7,286 -10%
SEA
14
Stegent Equity Advisors
Texas
$1.79M 61,488 -230 -0.4%
AWS
15
Atria Wealth Solutions
New York
$1.67M 57,215 +49,278 +621%
CCM
16
Coldstream Capital Management
Washington
$1.08M 37,094 -1,028 -3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.03M 35,343 -2,471 -7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.03M 35,183 +33 +0.1%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1.01M 34,679 +4,444 +15%
AAS
20
Avantax Advisory Services
Texas
$1.01M 34,617 -95,426 -73%
WIA
21
World Investment Advisors
California
$997K 34,228 +34,228 New
HAS
22
HBW Advisory Services
California
$992K 33,992 -1,705 -5%
CSPIA
23
Cary Street Partners Investment Advisory
Virginia
$990K 33,940 -95,381 -74%
PWA
24
Pillar Wealth Advisors
Pennsylvania
$893K 30,621 -5,460 -15%
CAL
25
Capital Analysts LLC
Pennsylvania
$818K 28,039