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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
IFG
76
Independent Financial Group
California
$211K
WS
77
Wedbush Securities
California
$210K
GI
78
Gradient Investments
Minnesota
$151K -$8.89M -157,568 -98%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$108K
Morgan Stanley
80
Morgan Stanley
New York
$105K -$103K -1,825 -50%
SOS
81
Silver Oak Securities
Tennessee
$103K -$362K -6,415 -78%
EWA
82
EverSource Wealth Advisors
Alabama
$100K +$99.2K +1,757 New
IA
83
IFP Advisors
Florida
$88K -$2.88K -51 -3%
HI
84
Harbour Investments
Wisconsin
$80.2K
US Bancorp
85
US Bancorp
Minnesota
$36K
UBS Group
86
UBS Group
Switzerland
$19.4K -$61.6K -1,091 -76%
SWM
87
Sugarloaf Wealth Management
Georgia
$17.3K
PCS
88
Personal CFO Solutions
New Jersey
-$6.13M -111,158 Closed
RA
89
RFG Advisory
Alabama
-$1.99M -36,122 Closed
BCM
90
Brookstone Capital Management
Illinois
-$1.86M -33,779 Closed
CWM
91
Castle Wealth Management
Florida
-$386K -7,013 Closed
Cerity Partners
92
Cerity Partners
New York
-$324K -5,871 Closed
AWA
93
Arkadios Wealth Advisors
Georgia
-$268K -4,862 Closed
SAG
94
SageView Advisory Group
California
-$267K -4,756 Closed
CFCI
95
Comprehensive Financial Consultants Institutional
Indiana
-$201K -3,651 Closed
CJ
96
Caitlin John
Michigan
-$606 -11 Closed
DJSG
97
D.J. St. Germain
Massachusetts
-$165 -3 Closed