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Innovator US Small Cap Power Buffer ETF October

78 hedge funds and large institutions have $56.8M invested in Innovator US Small Cap Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+25
Holders Change %
+47.17%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
31
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
51
Cypress Wealth Services
California
$261K
CAL
52
Capital Analysts LLC
Pennsylvania
$260K +$9.56K +347 +4%
AL
53
ACAS LLC
California
$256K -$25K -907 -9%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$256K
FA
55
FSA Advisors
Michigan
$256K +$256K +9,291 New
BWM
56
Brown Wealth Management
Illinois
$243K -$2.97K -108 -1%
TC
57
TownSquare Capital
Utah
$243K -$2.97K -108 -1%
TF
58
Trek Financial
Arizona
$240K +$240K +8,715 New
NA
59
NewEdge Advisors
Louisiana
$227K +$227K +8,302 New
PWA
60
Pillar Wealth Advisors
Pennsylvania
$220K
MW
61
Marcum Wealth
Ohio
$219K +$219K +7,942 New
PS
62
Principal Securities
Iowa
$184K +$184K +6,691 New
IA
63
IFP Advisors
Florida
$160K +$73.8K +2,683 +86%
SWM
64
Sugarloaf Wealth Management
Georgia
$151K +$129K +4,700 +603%
CIA
65
Cape Investment Advisory
Georgia
$130K +$130K +4,725 New
NS
66
NBC Securities
Alabama
$105K +$105K +3,846 New
UBS Group
67
UBS Group
Switzerland
$93.3K +$83.4K +3,029 +841%
AF
68
Advisornet Financial
Minnesota
$91K +$48.5K +1,761 +114%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$86.1K +$38.9K +1,400 +82%
GTAM
70
Global Trust Asset Management
Florida
$68.8K
SPIA
71
Steward Partners Investment Advisory
New York
$56.1K +$56.1K +2,039 New
FA
72
Faithward Advisors
Pennsylvania
$47.7K +$47.7K +1,757 New
HI
73
Harbour Investments
Wisconsin
$32.4K +$16.4K +597 +103%
PP
74
PFS Partners
New Jersey
$21.8K +$21.8K +792 New
TVAMP
75
Tennessee Valley Asset Management Partners
Tennessee
$6.88K +$6.88K +250 New