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Innovator US Small Cap Power Buffer ETF July

57 hedge funds and large institutions have $51.2M invested in Innovator US Small Cap Power Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
17
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.87M +$4.33M +168,603 +170%
TWM
2
Tradition Wealth Management
Minnesota
$5.88M -$48.9K -1,775 -0.8%
AF
3
Allworth Financial
California
$4.38M +$4.38M +170,335 New
MWM
4
Maltin Wealth Management
New Jersey
$3.95M +$75.8K +2,949 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.82M +$706K +27,475 +33%
AAS
6
Avantax Advisory Services
Texas
$2.42M +$437K +17,006 +22%
MW
7
Marcum Wealth
Ohio
$2.12M +$43K +1,673 +2%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$1.96M +$95.5K +3,716 +5%
FFA
9
Fragasso Financial Advisors
Pennsylvania
$1.82M -$20.6K -800 -1%
GSIS
10
Global Strategic Investment Solutions
Arizona
$1.26M +$133K +5,184 +12%
BFG
11
Berger Financial Group
Minnesota
$993K
CIAS
12
Capital Investment Advisory Services
North Carolina
$971K +$971K +37,803 New
PWA
13
Pillar Wealth Advisors
Pennsylvania
$968K
GCP
14
Gill Capital Partners
Colorado
$891K -$4.57K -178 -0.5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$837K -$83.4K -3,246 -9%
W
16
WorthPointe
California
$820K +$51.9K +2,020 +7%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$766K -$48K -1,867 -6%
DI
18
Diligent Investors
California
$755K -$10.6K -412 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$699K +$63.9K +2,486 +10%
IA
20
IFP Advisors
Florida
$687K
AGA
21
Accuvest Global Advisors
Utah
$558K -$198K -7,710 -26%
Citadel Advisors
22
Citadel Advisors
Florida
$503K -$29.4K -1,144 -6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$483K +$69.4K +2,701 +17%
LNC
24
Lincoln National Corp
Pennsylvania
$468K -$19.1K -743 -4%
SAG
25
SageView Advisory Group
California
$460K +$460K +17,893 New