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Innovator US Small Cap Power Buffer ETF July

56 hedge funds and large institutions have $38.3M invested in Innovator US Small Cap Power Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
26
DHJJ Financial Advisors
Illinois
$440K -$7.31K -295 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$399K +$64.5K +2,605 +19%
SS
28
Sunbelt Securities
Texas
$386K -$229K -9,353 -37%
VBFP
29
Valtinson Bruner Financial Planning
Minnesota
$384K
Truist Financial
30
Truist Financial
North Carolina
$369K
CA
31
Cetera Advisors
Colorado
$338K -$6.49K -262 -2%
SWA
32
Stratos Wealth Advisors
Ohio
$323K -$4.09K -165 -1%
OWA
33
Outlook Wealth Advisors
Texas
$310K
NAM
34
NorthCrest Asset Manangement
Minnesota
$308K +$308K +12,446 New
AWM
35
Apollon Wealth Management
South Carolina
$287K
CPIG
36
Chicago Partners Investment Group
Illinois
$286K
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$259K -$92.4K -3,732 -26%
ICG
38
InterOcean Capital Group
Tennessee
$248K
OMC
39
Old Mission Capital
Illinois
$239K +$239K +9,665 New
BWM
40
BCS Wealth Management
Tennessee
$237K -$129K -5,236 -35%
HighTower Advisors
41
HighTower Advisors
Illinois
$226K
CCM
42
Coldstream Capital Management
Washington
$222K
RJFSA
43
Raymond James Financial Services Advisors
Florida
$217K +$2.01K +81 +0.9%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$200K
TWP
45
TFO Wealth Partners
Ohio
$134K +$134K +5,409 +540,900%
HI
46
Harbour Investments
Wisconsin
$122K +$5.82K +235 +5%
UBS Group
47
UBS Group
Switzerland
$109K +$10K +405 +10%
CAL
48
Capital Analysts LLC
Pennsylvania
$66K
ASN
49
Advisory Services Network
Georgia
$49.5K
WP
50
WealthPLAN Partners
Nebraska
$44.7K +$44.7K +1,806 New