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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
LJAC
1
L.J. Altfest & Co
New York
$26.3M -$24.2M -459,911 -49%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.7M -$3.62M -68,779 -24%
TWM
3
Tradition Wealth Management
Minnesota
$10.6M -$173K -3,290 -1%
BMM
4
Berkshire Money Management
Massachusetts
$10M +$813K +15,445 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.97M +$913K +17,356 +12%
GI
6
Gradient Investments
Minnesota
$8.83M +$684K +12,994 +9%
PCS
7
Personal CFO Solutions
New Jersey
$6.13M -$44.1K -838 -0.7%
AF
8
Advisornet Financial
Minnesota
$5.41M -$264K -5,020 -5%
Truist Financial
9
Truist Financial
North Carolina
$4.65M -$82.1K -1,560 -2%
LPL Financial
10
LPL Financial
California
$4.08M +$877K +16,659 +29%
SWP
11
Summit Wealth Partners
Florida
$4M -$71.2K -1,353 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.53M +$290K +5,506 +9%
MCM
13
MAI Capital Management
Ohio
$3.49M -$4.54M -86,208 -58%
KAS
14
Kestra Advisory Services
Texas
$3.31M +$963K +18,297 +44%
OWA
15
Outlook Wealth Advisors
Texas
$3.31M +$876K +16,639 +38%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.79M +$539K +10,244 +25%
ODFS
17
O'Donnell Financial Services
California
$2.7M -$2.76M -52,511 -52%
OBWG
18
Onyx Bridge Wealth Group
New York
$2.57M +$27K +513 +1%
SB
19
Strategic Blueprint
Georgia
$2.44M +$433K +8,226 +23%
MI
20
Motiv8 Investments
Florida
$2.22M +$2.12M +40,283 New
CA
21
Cetera Advisors
Colorado
$2.13M +$2.53K +48 +0.1%
RA
22
RFG Advisory
Alabama
$1.99M -$49.8K -947 -3%
CWS
23
Cypress Wealth Services
California
$1.98M
NA
24
NewEdge Advisors
Louisiana
$1.9M -$18.1K -343 -1%
SFA
25
Sequoia Financial Advisors
Ohio
$1.86M