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Innovator Growth-100 Power Buffer ETF April

78 hedge funds and large institutions have $98M invested in Innovator Growth-100 Power Buffer ETF April in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

450% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 6

202% more capital invested

Capital invested by funds: $32.4M → $98M (+$65.6M)

56% more funds holding

Funds holding: 5078 (+28)

4.35% less ownership

Funds ownership: 64.64%60.29% (-4.3%)

Holders
78
Holders Change
+28
Holders Change %
+56%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
33
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$15.3M +$10.2M +256,544 +232%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.2M +$9.68M +242,563 +941%
FWA
3
FOCUS Wealth Advisors
Texas
$7.26M +$6.95M +174,097 New
RGF
4
Retirement Guys Formula
Ohio
$7.06M +$6.75M +169,232 New
PCS
5
Personal CFO Solutions
New Jersey
$5.64M +$106K +2,650 +2%
FHC
6
First Heartland Consultants
Missouri
$5.46M +$5.22M +130,925 New
WIM
7
WealthPlan Investment Management
Nebraska
$2.72M +$2.6M +65,253 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.27M +$420K +10,534 +24%
BCM
9
Brookstone Capital Management
Illinois
$2.22M +$457K +11,459 +27%
VBFP
10
Valtinson Bruner Financial Planning
Minnesota
$2.1M +$41.7K +1,046 +2%
KAS
11
Kestra Advisory Services
Texas
$2.04M +$824K +20,661 +73%
SB
12
Strategic Blueprint
Georgia
$1.98M +$1.63M +40,743 +614%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.35M +$353K +8,844 +38%
SWM
14
Sugarloaf Wealth Management
Georgia
$1.31M +$1.07M +26,870 +601%
AF
15
Advisornet Financial
Minnesota
$1.3M +$758K +18,987 +157%
SWP
16
Summit Wealth Partners
Florida
$1.11M
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.07M +$1.02M +25,619 New
BWM
18
BCS Wealth Management
Tennessee
$999K +$14.7K +368 +2%
CAN
19
Cetera Advisor Networks
California
$968K +$302K +7,565 +48%
AGA
20
Accuvest Global Advisors
Utah
$937K +$897K +22,487 New
AWM
21
Apollon Wealth Management
South Carolina
$926K
CF
22
Centaurus Financial
California
$892K +$217K +5,450 +34%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$867K +$830K +20,797 New
AWS
24
Atria Wealth Solutions
New York
$866K +$259K +6,481 +45%
AAS
25
Avantax Advisory Services
Texas
$864K +$827K +20,720 New

NAPR Hedge Fund Activity: Q2 2023 in Review

78 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF April (NAPR) for Q2 2023, worth a combined $98M — up 202% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NAPR positions and 2 closed out — a net gain of 28 holders — while 33 added to existing stakes and 6 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $10.2M. The largest seller was Sigma Planning Corp, cutting an estimated $736K.

  • 78 institutional investors held Innovator Growth-100 Power Buffer ETF April (NAPR) as of Q2 2023, up from 50 in Q1 2023.
  • Funds reported $98M of Innovator Growth-100 Power Buffer ETF April stock for Q2 2023, up 202% quarter-over-quarter.
  • 30 funds opened new Innovator Growth-100 Power Buffer ETF April positions in Q2 2023 and 2 closed out, a net change of +28 holders.
  • The largest Innovator Growth-100 Power Buffer ETF April buyer in Q2 2023 was Osaic Holdings, an estimated $10.2M added.
  • The largest Innovator Growth-100 Power Buffer ETF April seller in Q2 2023 was Sigma Planning Corp, an estimated $736K sold.

Based on aggregated 13F filings for Q2 2023.