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Innovator US Small Cap Power Buffer ETF July

84 hedge funds and large institutions have $155M invested in Innovator US Small Cap Power Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+15
Holders Change %
+21.74%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
19
Increased
22
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.21M -$81.3K -3,003 -6%
PCS
27
Private Client Services
Kentucky
$1.18M +$1.18M +43,709 New
PWA
28
Pillar Wealth Advisors
Pennsylvania
$1.17M +$159K +5,871 +16%
William Blair & Company
29
William Blair & Company
Illinois
$1.16M
LNC
30
Lincoln National Corp
Pennsylvania
$1.14M +$178K +6,583 +19%
KAS
31
Kestra Advisory Services
Texas
$1.13M +$473K +17,471 +72%
SAG
32
SageView Advisory Group
California
$1.07M
CIAS
33
Capital Investment Advisory Services
North Carolina
$1.06M -$23.8K -877 -2%
CAG
34
Compass Advisory Group
New York
$1.05M -$15M -554,939 -93%
AAS
35
Avantax Advisory Services
Texas
$1.01M -$1.71M -63,249 -63%
GCP
36
Gill Capital Partners
Colorado
$953K -$38.1K -1,406 -4%
W
37
WorthPointe
California
$896K -$190 -7 -0%
ICG
38
InterOcean Capital Group
Tennessee
$830K -$289K -10,680 -26%
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$748K -$38.7K -1,428 -5%
CWG
40
Crown Wealth Group
North Carolina
$712K -$108K -3,993 -13%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$703K -$148K -5,463 -17%
GSIS
42
Global Strategic Investment Solutions
Arizona
$672K -$3.5M -129,418 -84%
Jane Street
43
Jane Street
New York
$667K +$667K +24,636 New
DFA
44
DHJJ Financial Advisors
Illinois
$667K -$4.33K -160 -0.6%
CA
45
Cetera Advisors
Colorado
$642K +$5.2K +192 +0.8%
RJA
46
Raymond James & Associates
Florida
$559K -$165K -6,106 -23%
CWM
47
Castle Wealth Management
Florida
$545K +$545K +20,113 New
SRA
48
Secured Retirement Advisors
Minnesota
$541K +$541K +19,959 New
Truist Financial
49
Truist Financial
North Carolina
$496K +$31K +1,145 +7%
CPIG
50
Chicago Partners Investment Group
Illinois
$495K +$60.5K +2,275 +14%