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Innovator Growth-100 Power Buffer ETF July

87 hedge funds and large institutions have $127M invested in Innovator Growth-100 Power Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.28% less ownership

Funds ownership: 65.41%64.13% (-1.3%)

4% less funds holding

Funds holding: 9187 (-4)

27% less capital invested

Capital invested by funds: $175M → $127M (-$47.9M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

64% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 44

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
16
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.36M -$59.3K -1,051 -4%
FHC
27
First Heartland Consultants
Missouri
$1.36M +$1.33M +23,526 New
KAS
28
Kestra Advisory Services
Texas
$1.34M -$2.08M -36,862 -61%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.31M -$581K -10,291 -31%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.3M +$708K +12,544 +125%
SPIA
31
Steward Partners Investment Advisory
New York
$1.22M -$80.9K -1,434 -6%
VBFP
32
Valtinson Bruner Financial Planning
Minnesota
$1.16M
CA
33
CoreCap Advisors
Michigan
$1.06M +$308K +5,452 +42%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.05M -$323K -5,725 -24%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.02M -$191K -3,390 -16%
CFD
36
Creative Financial Designs
Indiana
$942K +$28.2K +500 +3%
BMM
37
Berkshire Money Management
Massachusetts
$934K -$9.34M -165,544 -91%
LNC
38
Lincoln National Corp
Pennsylvania
$898K
WCM
39
Weaver Capital Management
Georgia
$852K -$34K -602 -4%
William Blair & Company
40
William Blair & Company
Illinois
$848K
AWM
41
AE Wealth Management
Kansas
$805K -$114K -2,013 -13%
PWA
42
Pillar Wealth Advisors
Pennsylvania
$749K
CA
43
Cetera Advisors
Colorado
$684K -$1.51M -26,763 -69%
CFS
44
CRA Financial Services
New Jersey
$558K -$107K -1,900 -16%
AWM
45
Avior Wealth Management
Nebraska
$538K
AF
46
Advisornet Financial
Minnesota
$535K -$5.02M -88,901 -91%
FFS
47
Founders Financial Securities
Maryland
$497K -$774K -13,715 -61%
CAL
48
Capital Analysts LLC
Pennsylvania
$481K
Citadel Advisors
49
Citadel Advisors
Florida
$475K +$1.81K +32 +0.4%
ACM
50
Arlington Capital Management
Illinois
$465K +$44.8K +794 +11%