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Innovator US Small Cap Power Buffer ETF July

75 hedge funds and large institutions have $88.2M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-7
Holders Change %
-8.54%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
21
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$16.9M -$121K -4,391 -0.7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.97M -$2.69M -97,177 -23%
MWM
3
Maltin Wealth Management
New Jersey
$5.24M +$186K +6,723 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.05M +$569K +20,596 +23%
OBWG
5
Onyx Bridge Wealth Group
New York
$2.7M +$38.4K +1,390 +1%
MI
6
Motiv8 Investments
Florida
$2.35M -$12.9K -467 -0.5%
KAS
7
Kestra Advisory Services
Texas
$2.32M +$369K +13,335 +19%
BFG
8
Berger Financial Group
Minnesota
$2.3M -$118K -4,282 -5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.06M -$314K -11,348 -13%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.95M +$1.63M +59,000 +503%
DI
11
Diligent Investors
California
$1.87M
FFA
12
Fragasso Financial Advisors
Pennsylvania
$1.76M -$130K -4,714 -7%
PS
13
Principal Securities
Iowa
$1.73M -$83 -3 -0%
ODFS
14
O'Donnell Financial Services
California
$1.63M -$21K -761 -1%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$1.46M -$361K -13,045 -20%
CWS
16
Cypress Wealth Services
California
$1.37M
CA
17
Corrado Advisors
New Jersey
$1.36M +$932K +33,727 +218%
CB
18
Chris Bulman
California
$1.24M +$1.24M +44,730 New
William Blair & Company
19
William Blair & Company
Illinois
$1.18M
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$1.13M -$268K -9,689 -19%
PWA
21
Pillar Wealth Advisors
Pennsylvania
$1.07M -$122K -4,417 -10%
CIAS
22
Capital Investment Advisory Services
North Carolina
$1.04M -$40.3K -1,458 -4%
AAS
23
Avantax Advisory Services
Texas
$993K -$29.3K -1,060 -3%
GCP
24
Gill Capital Partners
Colorado
$979K +$6.52K +236 +0.7%
LIWM
25
Long Island Wealth Management
New York
$970K -$316K -11,421 -25%