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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 %
SS
51
Sunbelt Securities
Texas
$361K -$109K -3,885 -23%
OWA
52
Outlook Wealth Advisors
Texas
$357K -$26.9K -959 -7%
Truist Financial
53
Truist Financial
North Carolina
$356K -$159K -5,664 -31%
NAM
54
NorthCrest Asset Manangement
Minnesota
$352K
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$329K -$134K -4,765 -29%
FA
56
FSA Advisors
Michigan
$301K -$5.34K -190 -2%
GI
57
Gradient Investments
Minnesota
$300K -$17.8M -634,199 -98%
NA
58
NewEdge Advisors
Louisiana
$295K +$295K +10,518 New
AWS
59
Atria Wealth Solutions
New York
$281K +$25.7K +916 +10%
WA
60
Wealth Alliance
New York
$280K
BWM
61
BCS Wealth Management
Tennessee
$278K -$21.7K -775 -7%
BCM
62
Brookstone Capital Management
Illinois
$267K -$2.64M -93,965 -91%
LJAC
63
L.J. Altfest & Co
New York
$267K -$75.6K -2,689 -22%
KWM
64
Kingsview Wealth Management
Oregon
$265K +$19.1K +679 +8%
USCWA
65
U.S. Capital Wealth Advisors
Texas
$255K
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$253K
PA
67
PFG Advisors
Arizona
$248K -$3.74K -133 -1%
Wolverine Trading
68
Wolverine Trading
Illinois
$231K -$158K -5,644 -41%
BWM
69
BCGM Wealth Management
Indiana
$214K
SWM
70
Sugarloaf Wealth Management
Georgia
$165K
TWP
71
TFO Wealth Partners
Ohio
$152K
HI
72
Harbour Investments
Wisconsin
$139K
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$138K +$138K +4,920 New
BFEC
74
Benjamin F. Edwards & Company
Missouri
$115K
AF
75
Allworth Financial
California
$70.5K -$8.34M -296,839 -99%