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Innovator US Equity Power Buffer ETF April

153 hedge funds and large institutions have $438M invested in Innovator US Equity Power Buffer ETF April in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-6
Holders Change %
-3.77%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
10
Increased
32
Reduced
66
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$227K +$227K +7,416 New
CCM
127
Coldstream Capital Management
Washington
$215K
BA
128
Bluesphere Advisors
Pennsylvania
$212K
CAG
129
Compass Advisory Group
New York
$207K
AWA
130
Arete Wealth Advisors
Illinois
$207K +$207K +6,750 New
RA
131
RFG Advisory
Alabama
$205K
VAG
132
VisionPoint Advisory Group
Texas
$193K +$193K +6,320 New
CP
133
Castleview Partners
Texas
$173K +$114K +3,734 +194%
CIA
134
Cape Investment Advisory
Georgia
$149K -$3.83K -125 -3%
IF
135
Integrity Financial
Wyoming
$114K
SFG
136
Steward Financial Group
Texas
$106K
CAL
137
Capital Analysts LLC
Pennsylvania
$88K -$83.7K -2,750 -49%
SS
138
Sunbelt Securities
Texas
$86.3K
GIA
139
GHP Investment Advisors
Colorado
$84.6K +$84.6K +2,750 New
Morgan Stanley
140
Morgan Stanley
New York
$57.3K +$30.6K +1,000 +115%
SPIA
141
Steward Partners Investment Advisory
New York
$54.8K -$20.4K -665 -27%
WP
142
WealthShield Partners
North Carolina
$31.1K
OIA
143
Optimum Investment Advisors
Illinois
$30.6K
SIS
144
Sound Income Strategies
Florida
$26.2K
GTAM
145
Global Trust Asset Management
Florida
$18.4K
GRP
146
Global Retirement Partners
California
$13.1K
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$11.4K +$6.7K +219 +143%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$9.39K
UBS Group
149
UBS Group
Switzerland
$8.72K -$17.7K -578 -67%
LFA
150
Legend Financial Advisors
Pennsylvania
$8.66K