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Innovator US Small Cap Power Buffer ETF July

69 hedge funds and large institutions have $153M invested in Innovator US Small Cap Power Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+12
Holders Change %
+21.05%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
20
Increased
39
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
51
Chicago Partners Investment Group
Illinois
$394K +$20.2K +840 +5%
OWA
52
Outlook Wealth Advisors
Texas
$342K +$29K +1,160 +9%
CAL
53
Capital Analysts LLC
Pennsylvania
$338K +$68K +2,715 +25%
NAM
54
NorthCrest Asset Manangement
Minnesota
$313K
BWM
55
BCS Wealth Management
Tennessee
$300K +$49.3K +1,974 +20%
CCM
56
Coldstream Capital Management
Washington
$260K +$35.8K +1,430 +16%
WA
57
Wealth Alliance
New York
$250K +$250K +9,985 New
USCWA
58
U.S. Capital Wealth Advisors
Texas
$231K +$231K +9,239 New
PA
59
PFG Advisors
Arizona
$221K +$221K +8,845 New
KWM
60
Kingsview Wealth Management
Oregon
$217K +$217K +8,669 New
SWM
61
Sugarloaf Wealth Management
Georgia
$147K +$147K +5,875 New
TWP
62
TFO Wealth Partners
Ohio
$139K
HI
63
Harbour Investments
Wisconsin
$124K
BFEC
64
Benjamin F. Edwards & Company
Missouri
$103K
SPIA
65
Steward Partners Investment Advisory
New York
$83.4K -$9.71K -388 -10%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$25.7K +$5.14K +200 +25%
UBS Group
67
UBS Group
Switzerland
$11.1K +$11.1K +445 New
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
$6.01K +$3.5K +140 +140%
CFD
69
Creative Financial Designs
Indiana
$2.5K +$2.5K +100 New
Citadel Advisors
70
Citadel Advisors
Florida
-$503K -19,599 Closed
SWA
71
Stratos Wealth Advisors
Ohio
-$329K -12,814 Closed
AWM
72
Apollon Wealth Management
South Carolina
-$298K -11,600 Closed
WP
73
WealthPLAN Partners
Nebraska
-$46.4K -1,806 Closed
BTI
74
Blue Trust Inc
Georgia
-$37K -1,503 Closed
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
-$19K -743 Closed