We are live on ! Find out more
NJUL icon

Innovator Growth-100 Power Buffer ETF July

91 hedge funds and large institutions have $175M invested in Innovator Growth-100 Power Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

17% more funds holding

Funds holding: 7891 (+13)

4.63% less ownership

Funds ownership: 70.04%65.41% (-4.6%)

6% less capital invested

Capital invested by funds: $186M → $175M (-$11M)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
91
Holders Change
+13
Holders Change %
+16.67%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
19
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$1.86M -$438K -8,318 -20%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.82M -$364K -6,910 -17%
DI
28
Diligent Investors
California
$1.69M
PS
29
Principal Securities
Iowa
$1.39M +$1.33M +25,244 New
DFA
30
DHJJ Financial Advisors
Illinois
$1.39M -$20.9K -397 -2%
CAN
31
Cetera Advisor Networks
California
$1.36M -$204K -3,873 -14%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.32M -$4.47K -85 -0.4%
Wolverine Trading
33
Wolverine Trading
Illinois
$1.31M +$1.26M +23,859 New
SPIA
34
Steward Partners Investment Advisory
New York
$1.25M +$53.3K +1,013 +5%
FFS
35
Founders Financial Securities
Maryland
$1.23M -$1.14M -21,638 -49%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.16M
VBFP
37
Valtinson Bruner Financial Planning
Minnesota
$1.11M
AWM
38
AE Wealth Management
Kansas
$897K -$729K -13,859 -46%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$887K -$254K -4,830 -23%
CFD
40
Creative Financial Designs
Indiana
$873K
LNC
41
Lincoln National Corp
Pennsylvania
$858K +$221K +4,200 +37%
WCM
42
Weaver Capital Management
Georgia
$847K +$809K +15,375 New
William Blair & Company
43
William Blair & Company
Illinois
$811K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$775K +$740K +14,068 New
CA
45
CoreCap Advisors
Michigan
$717K +$29.5K +560 +4%
PWA
46
Pillar Wealth Advisors
Pennsylvania
$716K
CFS
47
CRA Financial Services
New Jersey
$638K +$101K +1,910 +20%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$553K +$528K +10,033 New
AWS
49
Atria Wealth Solutions
New York
$546K +$290K +5,503 +125%
AWM
50
Avior Wealth Management
Nebraska
$515K