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Innovator Growth-100 Power Buffer ETF July

78 hedge funds and large institutions have $186M invested in Innovator Growth-100 Power Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 2

450% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 6

259% more capital invested

Capital invested by funds: $51.8M → $186M (+$134M)

59% more funds holding

Funds holding: 4978 (+29)

21.7% more ownership

Funds ownership: 48.35%70.04% (+22%)

Holders
78
Holders Change
+29
Holders Change %
+59.18%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
33
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$1.74M +$257K +5,004 +17%
SFA
27
Sequoia Financial Advisors
Ohio
$1.72M
DI
28
Diligent Investors
California
$1.56M +$893K +17,354 +130%
AWM
29
AE Wealth Management
Kansas
$1.52M +$454K +8,832 +42%
CAN
30
Cetera Advisor Networks
California
$1.45M +$811K +15,760 +124%
DFA
31
DHJJ Financial Advisors
Illinois
$1.3M +$217K +4,223 +20%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.22M +$245K +4,763 +25%
SPIA
33
Steward Partners Investment Advisory
New York
$1.1M +$450K +8,745 +68%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1.07M +$1.09M +21,140 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.06M -$596K -11,574 -36%
CBFP
36
Cedar Brook Financial Partners
Ohio
$1.03M +$467K +9,075 +80%
VBFP
37
Valtinson Bruner Financial Planning
Minnesota
$1.02M +$23.1K +449 +2%
CFD
38
Creative Financial Designs
Indiana
$805K +$381K +7,400 +88%
William Blair & Company
39
William Blair & Company
Illinois
$747K +$757K +14,713 New
PWA
40
Pillar Wealth Advisors
Pennsylvania
$660K
CA
41
CoreCap Advisors
Michigan
$633K +$122K +2,380 +24%
LNC
42
Lincoln National Corp
Pennsylvania
$578K +$113K +2,200 +24%
AGA
43
Accuvest Global Advisors
Utah
$557K +$565K +10,970 New
AAS
44
Avantax Advisory Services
Texas
$537K +$29.9K +582 +6%
CFS
45
CRA Financial Services
New Jersey
$491K +$196K +3,810 +65%
AWM
46
Avior Wealth Management
Nebraska
$474K
Cerity Partners
47
Cerity Partners
New York
$461K -$51.5K -1,000 -10%
CAL
48
Capital Analysts LLC
Pennsylvania
$454K +$75.7K +1,472 +20%
SWA
49
Stratos Wealth Advisors
Ohio
$435K -$154K -2,996 -26%
SOS
50
Silver Oak Securities
Tennessee
$421K +$427K +8,295 New