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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
CAL
51
Capital Analysts LLC
Pennsylvania
$460K -$30.6K -582 -7%
SWA
52
Stratos Wealth Advisors
Ohio
$454K -$17.8K -338 -4%
Citadel Advisors
53
Citadel Advisors
Florida
$453K +$432K +8,216 New
SOS
54
Silver Oak Securities
Tennessee
$452K -$4.89K -93 -1%
VWA
55
Visionary Wealth Advisors
Illinois
$450K
FA
56
FSA Advisors
Michigan
$432K +$413K +7,841 New
BWM
57
BCS Wealth Management
Tennessee
$416K -$37K -703 -9%
ACM
58
Arlington Capital Management
Illinois
$401K +$383K +7,276 New
FFN
59
Focus Financial Network
Minnesota
$391K
CAG
60
Csenge Advisory Group
Florida
$390K
CWM
61
Castle Wealth Management
Florida
$386K
CBFP
62
Cedar Brook Financial Partners
Ohio
$361K -$728K -13,827 -68%
SS
63
Sunbelt Securities
Texas
$346K
LIWM
64
Long Island Wealth Management
New York
$339K +$324K +6,152 New
KWS
65
Keystone Wealth Services
California
$336K
LEFP
66
Leading Edge Financial Planning
Tennessee
$334K -$19.3K -366 -6%
Cerity Partners
67
Cerity Partners
New York
$324K -$168K -3,194 -35%
CPA
68
Clear Point Advisors
New York
$319K +$305K +5,789 New
AAS
69
Avantax Advisory Services
Texas
$314K -$257K -4,879 -46%
PA
70
PFG Advisors
Arizona
$310K
SIA
71
Spectrum Investment Advisors
Wisconsin
$282K +$269K +5,121 New
LFAS
72
Level Four Advisory Services
Texas
$275K -$99.7K -1,895 -28%
CCM
73
Coldstream Capital Management
Washington
$271K
AWA
74
Arkadios Wealth Advisors
Georgia
$268K +$5.89K +112 +2%
SAG
75
SageView Advisory Group
California
$267K