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Innovator Growth-100 Power Buffer ETF July

78 hedge funds and large institutions have $186M invested in Innovator Growth-100 Power Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 2

450% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 6

259% more capital invested

Capital invested by funds: $51.8M → $186M (+$134M)

59% more funds holding

Funds holding: 4978 (+29)

21.7% more ownership

Funds ownership: 48.35%70.04% (+22%)

Holders
78
Holders Change
+29
Holders Change %
+59.18%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
33
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1
L.J. Altfest & Co
New York
$47.6M +$48.3M +937,673 New
Osaic Holdings
2
Osaic Holdings
Arizona
$14.3M +$7.34M +142,578 +102%
TWM
3
Tradition Wealth Management
Minnesota
$10M +$13.2K +256 +0.1%
BMM
4
Berkshire Money Management
Massachusetts
$8.45M +$8.56M +166,307 New
MCM
5
MAI Capital Management
Ohio
$7.6M +$7.7M +149,589 New
GI
6
Gradient Investments
Minnesota
$7.48M +$7.57M +147,189 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.39M +$3.77M +73,252 +102%
PCS
8
Personal CFO Solutions
New Jersey
$5.69M +$5.76M +111,996 New
AF
9
Advisornet Financial
Minnesota
$5.24M +$5.11M +99,399 +2,610%
ODFS
10
O'Donnell Financial Services
California
$5.16M +$5.23M +101,552 New
Truist Financial
11
Truist Financial
North Carolina
$4.37M +$4.42M +85,967 New
SWP
12
Summit Wealth Partners
Florida
$3.76M +$137K +2,664 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.97M +$2.15M +41,857 +251%
LPL Financial
14
LPL Financial
California
$2.92M +$2.96M +57,454 New
OBWG
15
Onyx Bridge Wealth Group
New York
$2.34M +$2.37M +46,080 New
FFS
16
Founders Financial Securities
Maryland
$2.23M +$2.26M +43,970 New
OWA
17
Outlook Wealth Advisors
Texas
$2.2M +$1.31M +25,433 +142%
BCM
18
Brookstone Capital Management
Illinois
$2.14M +$1.58M +30,744 +271%
KAS
19
Kestra Advisory Services
Texas
$2.12M +$1.38M +26,912 +181%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.05M +$1.38M +26,729 +197%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.03M +$1.41M +27,436 +220%
CA
22
Cetera Advisors
Colorado
$1.96M +$1.49M +28,997 +303%
RA
23
RFG Advisory
Alabama
$1.88M +$1.91M +37,069 New
SB
24
Strategic Blueprint
Georgia
$1.83M +$1.18M +22,929 +176%
CWS
25
Cypress Wealth Services
California
$1.82M