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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
BWM
51
BCS Wealth Management
Tennessee
$419K +$102K +1,988 +32%
VWA
52
Visionary Wealth Advisors
Illinois
$414K +$420K +8,159 New
CA
53
Calton & Associates
Florida
$404K +$410K +7,960 New
FFN
54
Focus Financial Network
Minnesota
$360K +$365K +7,088 New
CAG
55
Csenge Advisory Group
Florida
$359K
CWM
56
Castle Wealth Management
Florida
$356K +$361K +7,013 New
LFAS
57
Level Four Advisory Services
Texas
$349K -$214K -4,157 -38%
LEFP
58
Leading Edge Financial Planning
Tennessee
$327K +$331K +6,429 New
SS
59
Sunbelt Securities
Texas
$319K -$6.17K -120 -2%
KWS
60
Keystone Wealth Services
California
$310K +$314K +6,100 New
PA
61
PFG Advisors
Arizona
$286K +$290K +5,632 New
KWM
62
KFG Wealth Management
Indiana
$279K +$283K +5,494 New
PWM
63
PRW Wealth Management
Massachusetts
$251K -$710K -13,800 -73%
CCM
64
Coldstream Capital Management
Washington
$249K +$253K +4,910 New
IA
65
IFP Advisors
Florida
$248K +$72.7K +1,413 +41%
SPC
66
Sigma Planning Corp
Michigan
$245K +$248K +4,828 New
SAG
67
SageView Advisory Group
California
$242K +$245K +4,756 New
AWA
68
Arkadios Wealth Advisors
Georgia
$241K +$26.2K +510 +12%
AAS
69
Ameritas Advisory Services
Nebraska
$228K +$231K +4,480 New
HAS
70
HBW Advisory Services
California
$225K +$228K +4,430 New
AWS
71
Atria Wealth Solutions
New York
$224K +$227K +4,408 New
CF
72
Centaurus Financial
California
$220K +$78.1K +1,517 +54%
WS
73
Wedbush Securities
California
$206K +$208K +4,047 New
Morgan Stanley
74
Morgan Stanley
New York
$92.7K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$83K +$27.4K +533 +49%