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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 %
HighTower Advisors
1
HighTower Advisors
Illinois
$17.5M +$17.2M +687,392 +6,728%
CAG
2
Compass Advisory Group
New York
$14.9M +$14.6M +582,916 +5,485%
GI
3
Gradient Investments
Minnesota
$14.7M +$14.7M +586,853 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.2M +$3.46M +138,462 +52%
PCS
5
Personal CFO Solutions
New Jersey
$9.66M +$9.66M +386,109 New
LJAC
6
L.J. Altfest & Co
New York
$9.14M +$9.14M +365,141 New
AF
7
Allworth Financial
California
$7.57M +$3.31M +132,173 +78%
TWM
8
Tradition Wealth Management
Minnesota
$5.92M +$252K +9,492 +4%
PP
9
PFS Partners
New Jersey
$4.77M +$4.77M +190,677 +762,708%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.51M +$1.76M +70,503 +64%
MWM
11
Maltin Wealth Management
New Jersey
$4.14M +$292K +11,661 +8%
GSIS
12
Global Strategic Investment Solutions
Arizona
$3.86M +$2.64M +105,322 +215%
ODFS
13
O'Donnell Financial Services
California
$3.67M +$3.67M +146,500 New
AAS
14
Avantax Advisory Services
Texas
$2.52M +$157K +6,280 +7%
BCM
15
Brookstone Capital Management
Illinois
$2.48M +$2.48M +101,659 New
MW
16
Marcum Wealth
Ohio
$2.16M +$88.7K +3,546 +4%
OBWG
17
Onyx Bridge Wealth Group
New York
$2.05M +$2.05M +81,739 New
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$1.86M -$45.8K -1,831 -2%
FFA
19
Fragasso Financial Advisors
Pennsylvania
$1.77M
BFG
20
Berger Financial Group
Minnesota
$1.76M +$798K +31,876 +82%
DI
21
Diligent Investors
California
$1.54M +$810K +32,357 +110%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.27M +$1.27M +50,823 New
CWS
23
Cypress Wealth Services
California
$1.24M +$1.24M +49,481 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.19M +$374K +14,951 +46%
William Blair & Company
25
William Blair & Company
Illinois
$1.07M +$1.07M +42,799 New