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Innovator US Small Cap Power Buffer ETF October

53 hedge funds and large institutions have $48.5M invested in Innovator US Small Cap Power Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$15.1M +$160K +5,911 +1%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$3.59M -$17.6K -651 -0.5%
GSIS
3
Global Strategic Investment Solutions
Arizona
$2.2M -$110K -4,072 -5%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$2M -$41.8K -1,545 -2%
ICG
5
InterOcean Capital Group
Tennessee
$1.92M
AAS
6
Avantax Advisory Services
Texas
$1.91M +$76.7K +2,833 +4%
DFA
7
DHJJ Financial Advisors
Illinois
$1.84M -$70.4K -2,599 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.39M -$28K -1,035 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.37M -$544K -20,064 -28%
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$1.23M
BFA
11
Beacon Financial Advisory
Ohio
$1.13M -$5.39K -199 -0.5%
CAN
12
Cetera Advisor Networks
California
$973K -$77.9K -2,878 -7%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$903K +$5.12K +189 +0.6%
SS
14
Sunbelt Securities
Texas
$853K +$27.6K +1,020 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$806K -$35.6K -1,316 -4%
NFG
16
Nations Financial Group
Iowa
$690K -$5.69K -210 -0.8%
CAG
17
Compass Advisory Group
New York
$635K -$4.98K -184 -0.8%
Truist Financial
18
Truist Financial
North Carolina
$593K
ETIA
19
Epic Trust Investment Advisors
Washington
$592K
CA
20
Corrado Advisors
New Jersey
$533K -$1.52K -56 -0.3%
LNC
21
Lincoln National Corp
Pennsylvania
$517K +$27.1K +1,000 +6%
FFA
22
Fragasso Financial Advisors
Pennsylvania
$502K
Citadel Advisors
23
Citadel Advisors
Florida
$498K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$469K +$119K +4,401 +34%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$445K -$2.71K -100 -0.6%