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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
OMC
76
Old Mission Capital
Illinois
$259K +$247K +4,699 New
CF
77
Centaurus Financial
California
$233K -$5.74K -109 -3%
SCA
78
Snowden Capital Advisors
New York
$213K +$203K +3,862 New
Jane Street
79
Jane Street
New York
$206K +$197K +3,741 New
IFG
80
Independent Financial Group
California
$201K +$192K +3,655 New
CFCI
81
Comprehensive Financial Consultants Institutional
Indiana
$201K +$192K +3,651 New
Morgan Stanley
82
Morgan Stanley
New York
$201K +$96K +1,825 +100%
WS
83
Wedbush Securities
California
$201K -$21.1K -400 -10%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$104K +$13.4K +255 +16%
IA
85
IFP Advisors
Florida
$87K -$174K -3,309 -68%
UBS Group
86
UBS Group
Switzerland
$78.6K +$75.1K +1,427 New
HI
87
Harbour Investments
Wisconsin
$76.7K
US Bancorp
88
US Bancorp
Minnesota
$34.4K +$32.9K +625 New
SWM
89
Sugarloaf Wealth Management
Georgia
$16.5K
CJ
90
Caitlin John
Michigan
$606 +$579 +11 New
DJSG
91
D.J. St. Germain
Massachusetts
$165 +$158 +3 New
AGA
92
Accuvest Global Advisors
Utah
-$557K -10,970 Closed
CA
93
Calton & Associates
Florida
-$404K -7,960 Closed
KWM
94
KFG Wealth Management
Indiana
-$279K -5,494 Closed
SPC
95
Sigma Planning Corp
Michigan
-$245K -4,828 Closed
AAS
96
Ameritas Advisory Services
Nebraska
-$228K -4,480 Closed
HAS
97
HBW Advisory Services
California
-$225K -4,430 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
-$102 -2 Closed