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Innovator US Small Cap Power Buffer ETF July

79 hedge funds and large institutions have $104M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
33
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LIWM
26
Long Island Wealth Management
New York
$1.03M +$10.6K +365 +1%
GCP
27
Gill Capital Partners
Colorado
$1.03M
JCM
28
Jacobi Capital Management
Pennsylvania
$998K +$998K +34,273 New
LPL Financial
29
LPL Financial
California
$949K +$75.5K +2,593 +9%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$869K -$23.3K -800 -3%
MHS
31
M Holdings Securities
Oregon
$866K +$219K +7,515 +34%
MW
32
Marcum Wealth
Ohio
$769K +$222K +7,634 +41%
W
33
WorthPointe
California
$755K +$3.7K +127 +0.5%
Truist Financial
34
Truist Financial
North Carolina
$752K +$253K +8,700 +51%
DFA
35
DHJJ Financial Advisors
Illinois
$732K +$111K +3,816 +18%
GSIS
36
Global Strategic Investment Solutions
Arizona
$732K -$54.1K -1,856 -7%
SAG
37
SageView Advisory Group
California
$723K -$32.9K -1,128 -4%
BCM
38
Brookstone Capital Management
Illinois
$722K +$377K +12,933 +109%
RJA
39
Raymond James & Associates
Florida
$683K +$149K +5,131 +28%
IA
40
IFP Advisors
Florida
$624K +$69.9K +2,400 +13%
CWG
41
Crown Wealth Group
North Carolina
$618K -$103K -3,526 -14%
TWM
42
Tradition Wealth Management
Minnesota
$577K -$72.1K -2,474 -11%
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$576K -$124K -4,262 -18%
SWM
44
Sugarloaf Wealth Management
Georgia
$538K +$198K +6,785 +58%
CPIG
45
Chicago Partners Investment Group
Illinois
$515K
GTAM
46
Global Trust Asset Management
Florida
$510K
WA
47
Wealth Alliance
New York
$501K +$128K +4,377 +34%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$444K +$216K +7,400 +94%
CAL
49
Capital Analysts LLC
Pennsylvania
$441K
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$437K +$33.3K +1,142 +8%