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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
VWA
51
Visionary Wealth Advisors
Illinois
$460K -$10K -178 -2%
FA
52
FSA Advisors
Michigan
$445K -$6.66K -118 -2%
BWM
53
BCS Wealth Management
Tennessee
$414K -$21.3K -377 -5%
FFN
54
Focus Financial Network
Minnesota
$391K -$11.3K -200 -3%
CAG
55
Csenge Advisory Group
Florida
$373K -$33.9K -600 -8%
LIWM
56
Long Island Wealth Management
New York
$352K -$2.48K -44 -0.7%
KWS
57
Keystone Wealth Services
California
$352K
CPA
58
Clear Point Advisors
New York
$334K
AWS
59
Atria Wealth Solutions
New York
$332K -$234K -4,148 -42%
AAS
60
Avantax Advisory Services
Texas
$328K
KWM
61
KFG Wealth Management
Indiana
$318K +$311K +5,515 New
SS
62
Sunbelt Securities
Texas
$311K -$50K -885 -14%
SIA
63
Spectrum Investment Advisors
Wisconsin
$295K
LEFP
64
Leading Edge Financial Planning
Tennessee
$294K -$54K -957 -16%
MCM
65
MAI Capital Management
Ohio
$294K -$3.29M -58,276 -92%
CCM
66
Coldstream Capital Management
Washington
$283K
LFAS
67
Level Four Advisory Services
Texas
$275K
AGA
68
Accuvest Global Advisors
Utah
$272K +$267K +4,728 New
SWA
69
Stratos Wealth Advisors
Ohio
$260K -$210K -3,720 -45%
AAS
70
Ameritas Advisory Services
Nebraska
$258K +$253K +4,480 New
CBFP
71
Cedar Brook Financial Partners
Ohio
$242K -$132K -2,340 -36%
CF
72
Centaurus Financial
California
$238K -$5.81K -103 -2%
SPC
73
Sigma Planning Corp
Michigan
$229K +$224K +3,975 New
SCA
74
Snowden Capital Advisors
New York
$223K
PA
75
PFG Advisors
Arizona
$214K -$108K -1,914 -34%