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Innovator US Small Cap Power Buffer ETF July

82 hedge funds and large institutions have $104M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
11
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$1.14M -$38.7K -1,379 -3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.11M -$189K -6,742 -15%
CIAS
28
Capital Investment Advisory Services
North Carolina
$1.1M
AAS
29
Avantax Advisory Services
Texas
$1.04M -$10.7K -380 -1%
CAG
30
Compass Advisory Group
New York
$1M -$79.8K -2,842 -7%
GCP
31
Gill Capital Partners
Colorado
$944K
ICG
32
InterOcean Capital Group
Tennessee
$860K
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$706K -$69.5K -2,474 -9%
CWG
34
Crown Wealth Group
North Carolina
$696K -$42.5K -1,512 -6%
DFA
35
DHJJ Financial Advisors
Illinois
$677K -$14K -500 -2%
W
36
WorthPointe
California
$676K -$253K -9,018 -27%
TWM
37
Tradition Wealth Management
Minnesota
$666K -$5.53M -197,050 -89%
GSIS
38
Global Strategic Investment Solutions
Arizona
$666K -$31.1K -1,108 -4%
RJA
39
Raymond James & Associates
Florida
$634K +$54.8K +1,950 +9%
MHS
40
M Holdings Securities
Oregon
$587K +$587K +20,898 New
LPL Financial
41
LPL Financial
California
$564K +$76.7K +2,732 +16%
MW
42
Marcum Wealth
Ohio
$527K -$1.86M -66,367 -78%
CPIG
43
Chicago Partners Investment Group
Illinois
$505K
GTAM
44
Global Trust Asset Management
Florida
$491K
VBFP
45
Valtinson Bruner Financial Planning
Minnesota
$478K
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$476K -$16.1K -573 -3%
CA
47
Corrado Advisors
New Jersey
$435K -$1.1K -39 -0.3%
CA
48
Cetera Advisors
Colorado
$427K -$239K -8,499 -36%
CWM
49
Castle Wealth Management
Florida
$408K -$157K -5,586 -28%
CAL
50
Capital Analysts LLC
Pennsylvania
$379K