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Innovator US Small Cap Power Buffer ETF July

35 hedge funds and large institutions have $53.4M invested in Innovator US Small Cap Power Buffer ETF July in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+19
Holders Change %
+118.75%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
1
Tradition Wealth Management
Minnesota
$15.7M +$13.6M +492,359 +631%
CAG
2
Compass Advisory Group
New York
$10.9M +$612K +23,461 +6%
PCS
3
Personal CFO Solutions
New Jersey
$8.37M +$180K +6,898 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.39M +$3.27M +125,368 +2,854%
MW
5
Marcum Wealth
Ohio
$2.05M +$2.05M +78,534 New
SI
6
Stephens Inc
Arkansas
$1.55M +$1.55M +59,169 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.47M +$1.47M +56,287 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.33M +$966K +36,994 +263%
FFA
9
Fragasso Financial Advisors
Pennsylvania
$965K +$965K +36,984 New
GCP
10
Gill Capital Partners
Colorado
$901K +$901K +34,525 New
KAS
11
Kestra Advisory Services
Texas
$768K +$768K +29,403 New
BWM
12
BCS Wealth Management
Tennessee
$486K +$192K +7,377 +66%
OWA
13
Outlook Wealth Advisors
Texas
$466K +$466K +17,848 New
AAS
14
Avantax Advisory Services
Texas
$460K +$146K +5,626 +47%
DFA
15
DHJJ Financial Advisors
Illinois
$455K +$455K +17,096 New
CAN
16
Cetera Advisor Networks
California
$415K +$415K +15,891 New
CA
17
Cetera Advisors
Colorado
$412K -$69.4K -2,655 -14%
Truist Financial
18
Truist Financial
North Carolina
$400K +$400K +15,312 New
KCM
19
Kathmere Capital Management
Pennsylvania
$361K -$65.4K -2,507 -15%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$352K +$352K +13,489 New
LNC
21
Lincoln National Corp
Pennsylvania
$310K +$310K +11,864 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$272K +$272K +10,426 New
HI
23
Harbour Investments
Wisconsin
$248K +$223K +8,548 +882%
WP
24
WealthPLAN Partners
Nebraska
$245K +$245K +9,279 New
SWA
25
Stratos Wealth Advisors
Ohio
$224K +$224K +8,596 New