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Innovator US Small Cap Power Buffer ETF July

91 hedge funds and large institutions have $143M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+12
Holders Change %
+15.19%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
13
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAG
51
SageView Advisory Group
California
$430K -$300K -10,203 -41%
MML Investors Services
52
MML Investors Services
Massachusetts
$405K +$159K +5,383 +64%
OWA
53
Outlook Wealth Advisors
Texas
$374K
NAM
54
NorthCrest Asset Manangement
Minnesota
$369K
FA
55
FSA Advisors
Michigan
$361K
WFS
56
WealthGarden F.S.
California
$337K -$48.8K -1,659 -13%
VBFP
57
Valtinson Bruner Financial Planning
Minnesota
$334K -$88 -3 -0%
MFS
58
Miller Financial Services
Michigan
$324K +$324K +11,024 New
SS
59
Sunbelt Securities
Texas
$318K -$16.1K -548 -5%
LBC
60
Leigh Baldwin & Co
New York
$312K +$312K +10,600 New
USCWA
61
U.S. Capital Wealth Advisors
Texas
$299K -$36.8K -1,250 -11%
AWS
62
Atria Wealth Solutions
New York
$294K -$8.83K -300 -3%
Goldman Sachs
63
Goldman Sachs
New York
$288K +$288K +9,770 New
KWM
64
Kingsview Wealth Management
Oregon
$279K -$6.77K -230 -2%
SPC
65
Sigma Planning Corp
Michigan
$267K -$126K -4,285 -32%
WW
66
Winnow Wealth
Texas
$264K +$264K +9,003 New
BWM
67
BCS Wealth Management
Tennessee
$261K -$19.6K -667 -7%
BWM
68
BCGM Wealth Management
Indiana
$224K
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$214K +$214K +7,271 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$207K -$241K -8,200 -54%
Citadel Advisors
71
Citadel Advisors
Florida
$200K +$200K +6,805 New
HI
72
Harbour Investments
Wisconsin
$185K -$2K -68 -1%
APW
73
Atlantic Private Wealth
North Carolina
$162K
SMAM
74
Sugar Maple Asset Management
Wisconsin
$135K +$135K +4,599 New
SPIA
75
Steward Partners Investment Advisory
New York
$93.1K +$40.2K +1,367 +76%