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Innovator Deepwater Frontier Tech ETF
LOUP

Overview Fund Activity

28 hedge funds and large institutions have $32.5M invested in Innovator Deepwater Frontier Tech ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
5
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.1M
2
MSWA
2
Marshall & Sterling Wealth Advisors
New York
$1.77M
3
Raymond James Financial
3
Raymond James Financial
Florida
$440K
4
EWM
4
Elmwood Wealth Management
California
$2.55M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$220K

Top Sellers

1
Jane Street
1
Jane Street
New York
$775K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
CAM
4
Cresset Asset Management
Illinois
$0
5
EP
5
EPIQ Partners
Minnesota
$4.31M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1
Tradition Wealth Management
Minnesota
$10.3M 193,907 +2,662 +1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.1M 188,500 +39,321 +26%
EP
3
EPIQ Partners
Minnesota
$4.31M 80,804 -4,580 -5%
EWM
4
Elmwood Wealth Management
California
$2.55M 47,726 +5,442 +13%
MSWA
5
Marshall & Sterling Wealth Advisors
New York
$1.77M 33,266 +33,266 New
Jane Street
6
Jane Street
New York
$775K 14,526 -35,958 -71%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$494K 9,254 – –
Raymond James Financial
8
Raymond James Financial
Florida
$440K 8,255 +8,255 New
LPL Financial
9
LPL Financial
California
$380K 7,129 +50 +0.7%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$268K 5,015 -53 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$248K 4,644 -272 -6%
HighTower Advisors
12
HighTower Advisors
Illinois
$220K 4,115 +4,115 New
DWT
13
Dorsey & Whitney Trust
South Dakota
$213K 4,000 +4,000 New
Comerica Bank
14
Comerica Bank
Texas
$160K 3,000 +3,000 New
CIAS
15
Capital Investment Advisory Services
North Carolina
$61K 1,144 +100 +10%
UIA
16
Ulland Investment Advisors
Minnesota
$53K 1,000 +1,000 New
CFD
17
Creative Financial Designs
Indiana
$48K 900 – –
ADL
18
Asset Dedication LLC
California
$23.3K 436 – –
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$22K 410 – –
UBS Group
20
UBS Group
Switzerland
$20.1K 377 +377 New
AG
21
AmeriFlex Group
Nevada
$14.8K 250 +250 New
Morgan Stanley
22
Morgan Stanley
New York
$14.4K 270 – –
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$6.99K 131 – –
HI
24
Harbour Investments
Wisconsin
$5.33K 100 – –
Wells Fargo
25
Wells Fargo
California
$4.75K 89 +89 New
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