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Innovator US Small Cap Power Buffer ETF July

79 hedge funds and large institutions have $104M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
33
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$17.5M -$296K -10,164 -2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.66M -$787K -27,031 -8%
AF
3
Allworth Financial
California
$5.59M +$5.35M +183,572 +2,168%
MWM
4
Maltin Wealth Management
New Jersey
$5.54M +$12.8K +440 +0.2%
MI
5
Motiv8 Investments
Florida
$4.81M +$2.33M +79,920 +94%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.62M +$409K +14,044 +13%
OBWG
7
Onyx Bridge Wealth Group
New York
$2.87M +$24.9K +854 +0.9%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.77M +$601K +20,638 +28%
BFG
9
Berger Financial Group
Minnesota
$2.46M +$36.2K +1,241 +1%
KAS
10
Kestra Advisory Services
Texas
$2.36M -$88.8K -3,050 -4%
RA
11
RFG Advisory
Alabama
$2.31M +$2.31M +79,210 New
William Blair & Company
12
William Blair & Company
Illinois
$2.19M +$943K +32,362 +76%
PS
13
Principal Securities
Iowa
$2.06M +$239K +8,206 +13%
DI
14
Diligent Investors
California
$1.97M
FFA
15
Fragasso Financial Advisors
Pennsylvania
$1.85M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.8M +$871K +29,922 +94%
ODFS
17
O'Donnell Financial Services
California
$1.65M -$67.1K -2,305 -4%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$1.59M +$397K +13,640 +33%
CWS
19
Cypress Wealth Services
California
$1.49M +$51.1K +1,753 +4%
CA
20
Corrado Advisors
New Jersey
$1.38M -$53.9K -1,849 -4%
CAG
21
Compass Advisory Group
New York
$1.34M +$324K +11,131 +32%
CB
22
Chris Bulman
California
$1.26M -$39.9K -1,369 -3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.07M +$77.7K +2,667 +8%
AAS
24
Avantax Advisory Services
Texas
$1.04M -$8.97K -308 -0.9%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$1.04M -$503K -17,273 -33%