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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 %
HighTower Advisors
1
HighTower Advisors
Illinois
$17.3M -$589K -20,966 -3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.8M -$466K -16,589 -4%
AGA
3
Accuvest Global Advisors
Utah
$5.23M +$5.23M +186,497 New
MWM
4
Maltin Wealth Management
New Jersey
$5.14M +$470K +16,731 +10%
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$4.66M -$105K -3,736 -2%
Jane Street
6
Jane Street
New York
$2.71M +$2.02M +71,913 +292%
OBWG
7
Onyx Bridge Wealth Group
New York
$2.61M +$311K +11,472 +14%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.51M -$760K -27,156 -23%
BFG
9
Berger Financial Group
Minnesota
$2.46M -$125K -4,444 -5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.41M +$1.68M +59,809 +230%
MI
11
Motiv8 Investments
Florida
$2.4M +$2.4M +85,625 New
KAS
12
Kestra Advisory Services
Texas
$1.98M +$807K +28,750 +69%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$1.92M -$65.5K -2,334 -3%
DI
14
Diligent Investors
California
$1.9M
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$1.85M -$21.8K -776 -1%
PS
16
Principal Securities
Iowa
$1.76M +$1.83K +65 +0.1%
ODFS
17
O'Donnell Financial Services
California
$1.67M -$251K -8,935 -13%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$1.42M
CWS
19
Cypress Wealth Services
California
$1.39M
CAN
20
Cetera Advisor Networks
California
$1.34M -$65.3K -2,324 -5%
LIWM
21
Long Island Wealth Management
New York
$1.31M -$273K -9,715 -17%
OMC
22
Old Mission Capital
Illinois
$1.27M +$1.06M +37,789 +500%
PWA
23
Pillar Wealth Advisors
Pennsylvania
$1.21M
William Blair & Company
24
William Blair & Company
Illinois
$1.2M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.17M -$82.3K -2,932 -7%