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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
LJAC
1
L.J. Altfest & Co
New York
$25.7M -$1.76M -31,202 -7%
TWM
2
Tradition Wealth Management
Minnesota
$5.5M -$6.82M -120,877 -56%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.23M -$6.9M -122,286 -57%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.21M -$4.08M -72,290 -44%
LPL Financial
5
LPL Financial
California
$4.34M +$64K +1,134 +2%
Truist Financial
6
Truist Financial
North Carolina
$4.33M -$530K -9,382 -11%
OWA
7
Outlook Wealth Advisors
Texas
$3.94M +$470K +8,332 +14%
SWP
8
Summit Wealth Partners
Florida
$3.79M -$393K -6,969 -10%
OBWG
9
Onyx Bridge Wealth Group
New York
$3.02M +$341K +6,039 +13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.98M -$701K -12,415 -19%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.85M +$2M +35,445 +252%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.79M +$1.83M +32,379 +201%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.72M -$193K -3,426 -7%
SB
14
Strategic Blueprint
Georgia
$2.52M -$23K -407 -0.9%
MI
15
Motiv8 Investments
Florida
$2.35M +$23.2K +411 +1%
CWS
16
Cypress Wealth Services
California
$2.07M
ODFS
17
O'Donnell Financial Services
California
$2.01M -$802K -14,206 -29%
Jane Street
18
Jane Street
New York
$2.01M +$1.75M +31,046 +830%
NA
19
NewEdge Advisors
Louisiana
$1.95M +$395 +7 +0%
Wolverine Trading
20
Wolverine Trading
Illinois
$1.88M +$494K +8,748 +37%
SFA
21
Sequoia Financial Advisors
Ohio
$1.87M -$77.2K -1,367 -4%
DI
22
Diligent Investors
California
$1.77M
OMC
23
Old Mission Capital
Illinois
$1.56M +$1.26M +22,324 +475%
PS
24
Principal Securities
Iowa
$1.47M +$11K +195 +0.8%
DFA
25
DHJJ Financial Advisors
Illinois
$1.42M -$31.3K -554 -2%