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Innovator Growth-100 Power Buffer ETF July

48 hedge funds and large institutions have $40.3M invested in Innovator Growth-100 Power Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 5148 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

15.71% less ownership

Funds ownership: 60.55%44.84% (-16%)

40% less capital invested

Capital invested by funds: $66.8M → $40.3M (-$26.5M)

67% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 21

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$431K -$340K -7,496 -45%
Citadel Advisors
27
Citadel Advisors
Florida
$427K +$157K +3,454 +63%
CFD
28
Creative Financial Designs
Indiana
$408K
KAS
29
Kestra Advisory Services
Texas
$399K +$11.4K +250 +3%
CAG
30
Csenge Advisory Group
Florida
$339K
UBS Group
31
UBS Group
Switzerland
$324K +$307K +6,765 New
CA
32
Cetera Advisors
Colorado
$324K -$207K -4,561 -40%
SS
33
Sunbelt Securities
Texas
$303K -$37.8K -833 -12%
BWM
34
BCS Wealth Management
Tennessee
$302K -$129K -2,832 -31%
PWM
35
PRW Wealth Management
Massachusetts
$281K -$1.34M -29,400 -84%
CFS
36
CRA Financial Services
New Jersey
$252K -$59.9K -1,320 -20%
CF
37
Centaurus Financial
California
$235K +$223K +4,900 New
SPIA
38
Steward Partners Investment Advisory
New York
$214K
IA
39
IFP Advisors
Florida
$143K -$260K -5,731 -62%
WP
40
WealthPLAN Partners
Nebraska
$105K +$99.9K +2,200 New
Morgan Stanley
41
Morgan Stanley
New York
$101K
HI
42
Harbour Investments
Wisconsin
$66.6K -$3.09K -68 -5%
CAL
43
Capital Analysts LLC
Pennsylvania
$28K
AAS
44
Ameritas Advisory Services
Nebraska
$23.9K +$22.7K +500 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.76K +215 New
AF
46
Advisornet Financial
Minnesota
$8.34K
ASN
47
Advisory Services Network
Georgia
$2.16K +$2.04K +45 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$1.53K +$86K +1,893 +6%
PCS
49
Personal CFO Solutions
New Jersey
-$4.39M -103,282 Closed
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
-$1.74M -40,937 Closed