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Innovator US Small Cap Power Buffer ETF October

72 hedge funds and large institutions have $54.5M invested in Innovator US Small Cap Power Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSIS
1
Global Strategic Investment Solutions
Arizona
$4.97M -$1.7M -59,511 -26%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.19M +$395K +13,829 +10%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$3.71M -$43.1K -1,509 -1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.76M +$143 +5 +0%
BIM
5
Bullseye Investment Management
Ohio
$2.6M -$2.76M -81,608 -51%
Truist Financial
6
Truist Financial
North Carolina
$2.34M +$47.4K +1,659 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.22M -$48.7K -1,703 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.96M +$47K +1,644 +2%
DFA
9
DHJJ Financial Advisors
Illinois
$1.51M -$157K -5,476 -9%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$1.39M +$1.39M +48,620 New
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$1.27M -$260K -9,109 -17%
SWA
12
Stratos Wealth Advisors
Ohio
$1.26M +$4.97K +174 +0.4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.13M -$185K -6,467 -14%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$1.09M -$121K -4,237 -10%
CA
15
Corrado Advisors
New Jersey
$1.01M -$24.4K -854 -2%
TWM
16
Tradition Wealth Management
Minnesota
$965K -$12.9K -450 -1%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$885K +$50.4K +1,764 +6%
KAS
18
Kestra Advisory Services
Texas
$859K +$82.3K +2,880 +11%
LPL Financial
19
LPL Financial
California
$822K +$32.2K +1,128 +4%
MOS
20
MGO One Seven
Ohio
$803K -$57.2K -2,000 -7%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$727K -$14.3K -500 -2%
MWM
22
Maltin Wealth Management
New Jersey
$719K +$26.4K +925 +4%
AAS
23
Avantax Advisory Services
Texas
$718K -$2.54K -89 -0.4%
SS
24
Sunbelt Securities
Texas
$672K -$22.2K -775 -3%
ETIA
25
Epic Trust Investment Advisors
Washington
$644K