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Innovator Growth-100 Power Buffer ETF July

48 hedge funds and large institutions have $40.3M invested in Innovator Growth-100 Power Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 5148 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

15.71% less ownership

Funds ownership: 60.55%44.84% (-16%)

40% less capital invested

Capital invested by funds: $66.8M → $40.3M (-$26.5M)

67% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 21

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tradition Wealth Management
Minnesota
$9.64M -$66.5K -1,464 -0.6%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.45M -$1.36M -30,029 -29%
SWP
3
Summit Wealth Partners
Florida
$3.04M -$8.77K -193 -0.3%
CAN
4
Cetera Advisor Networks
California
$2.02M -$130K -2,862 -6%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.59M +$31.4K +691 +2%
Cerity Partners
6
Cerity Partners
New York
$1.5M -$20.7M -456,586 -94%
CA
7
Cambridge Advisors
Nebraska
$1.35M -$9.76K -215 -0.8%
OMC
8
Old Mission Capital
Illinois
$1.07M +$1.02M +22,411 New
DFA
9
DHJJ Financial Advisors
Illinois
$1.04M -$13.5K -298 -1%
VBFP
10
Valtinson Bruner Financial Planning
Minnesota
$941K +$10.4K +228 +1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$885K -$22K -485 -3%
HighTower Advisors
12
HighTower Advisors
Illinois
$867K -$1.24M -27,275 -60%
LFAS
13
Level Four Advisory Services
Texas
$837K -$298K -6,560 -27%
Wolverine Trading
14
Wolverine Trading
Illinois
$731K +$188K +4,142 +37%
Jane Street
15
Jane Street
New York
$720K +$682K +15,022 New
OWA
16
Outlook Wealth Advisors
Texas
$709K -$62.1K -1,368 -8%
AMC
17
Asset Management Corp
Illinois
$683K
DI
18
Diligent Investors
California
$660K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$635K +$34.6K +763 +6%
PWA
20
Pillar Wealth Advisors
Pennsylvania
$623K
SWA
21
Stratos Wealth Advisors
Ohio
$603K -$407K -8,952 -42%
LNC
22
Lincoln National Corp
Pennsylvania
$555K
AAS
23
Avantax Advisory Services
Texas
$475K
RJFSA
24
Raymond James Financial Services Advisors
Florida
$464K -$14.3K -314 -3%
AWM
25
Avior Wealth Management
Nebraska
$447K +$424K +9,337 New