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Innovator US Equity Power Buffer ETF April

159 hedge funds and large institutions have $515M invested in Innovator US Equity Power Buffer ETF April in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+40
Holders Change %
+33.61%
% of All Funds
2.51%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
45
Increased
65
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
126
TFO Wealth Partners
Ohio
$243K
CPCM
127
Cardinal Point Capital Management
Ontario, Canada
$239K +$239K +7,735 New
CFD
128
Creative Financial Designs
Indiana
$237K +$185K +6,000 +357%
PFA
129
Plotkin Financial Advisors
Maryland
$233K +$233K +7,526 New
MHS
130
M Holdings Securities
Oregon
$224K -$398K -12,911 -64%
CCM
131
Coldstream Capital Management
Washington
$217K +$217K +7,033 New
BA
132
Bluesphere Advisors
Pennsylvania
$214K
CAG
133
Compass Advisory Group
New York
$209K +$209K +6,750 New
RA
134
RFG Advisory
Alabama
$207K +$207K +6,701 New
CAL
135
Capital Analysts LLC
Pennsylvania
$172K +$145K +4,756 +537%
CIA
136
Cape Investment Advisory
Georgia
$154K +$113K +3,650 +272%
IF
137
Integrity Financial
Wyoming
$115K -$31.5K -1,018 -22%
SFG
138
Steward Financial Group
Texas
$107K +$107K +3,469 New
SS
139
Sunbelt Securities
Texas
$87.1K +$15.5K +500 +22%
GWM
140
Grand Wealth Management
Michigan
$85.3K +$85.3K +2,759 New
SPIA
141
Steward Partners Investment Advisory
New York
$75.9K +$10K +325 +15%
CP
142
Castleview Partners
Texas
$59.3K -$126K -4,075 -68%
IRAG
143
Investment Research & Advisory Group
Georgia
$55.5K +$55.5K +1,796 New
FA
144
Fiduciary Alliance
South Carolina
$34.8K +$34.8K +1,125 New
WP
145
WealthShield Partners
North Carolina
$31.4K +$31.4K +1,017 New
OIA
146
Optimum Investment Advisors
Illinois
$30.9K
Morgan Stanley
147
Morgan Stanley
New York
$27K
UBS Group
148
UBS Group
Switzerland
$26.7K -$54.5K -1,765 -67%
SIS
149
Sound Income Strategies
Florida
$26.4K +$26.4K +855 New
WP
150
WealthPLAN Partners
Nebraska
$24.1K -$1.61M -52,162 -99%