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Innovator US Equity Power Buffer ETF April
PAPR

Overview Fund Activity

210 hedge funds and large institutions have $737M invested in Innovator US Equity Power Buffer ETF April in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 86 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+50
Holders Change %
+31.25%
% of All Funds
3.05%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
66
Increased
86
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$40.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$42M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$31.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$42M
5
PCS
5
Personal CFO Solutions
New Jersey
$19.6M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.08M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$72.8M
3
MMA
3
Miracle Mile Advisors
California
$21.7M
4
SAG
4
SageView Advisory Group
California
$760K
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$563K +$81.8K +2,359 +17%
VWA
127
Visionary Wealth Advisors
Illinois
$563K +$34.3K +989 +6%
AAP
128
Arax Advisory Partners
Colorado
$562K +$89.8K +2,592 +19%
SW
129
Schulz Wealth
Texas
$538K – – –
SSW
130
Smith Shellnut Wilson
Mississippi
$534K +$534K +15,400 New
PSCM
131
Per Stirling Capital Management
Texas
$511K +$47.5K +1,371 +10%
JSL
132
JT Stratford LLC
Georgia
$511K +$25.2K +726 +5%
CWM
133
Collaborative Wealth Management
Florida
$511K +$511K +14,730 New
IIA
134
Integral Investment Advisors
California
$498K -$289K -8,332 -37%
MA
135
Mutual Advisors
Nebraska
$495K +$134K +3,877 +37%
CNWM
136
Clay Northam Wealth Management
California
$486K +$22.5K +650 +5%
SVWAG
137
Sound View Wealth Advisors Group
Georgia
$483K -$473K -13,654 -49%
RIS
138
Retirement Income Solutions
Michigan
$469K – – –
CCAL
139
City Center Advisors LLC
Michigan
$448K – – –
CAG
140
Compass Advisory Group
New York
$445K +$211K +6,090 +90%
YWS
141
Yarger Wealth Strategies
Ohio
$443K +$63.3K +1,825 +17%
FFG
142
Frisch Financial Group
New York
$438K +$438K +12,640 New
MAM
143
Milestone Asset Management
Pennsylvania
$428K -$34.8K -1,004 -8%
Cerity Partners
144
Cerity Partners
New York
$420K +$420K +12,123 New
GSIAS
145
Garden State Investment Advisory Services
New Jersey
$420K +$27.7K +800 +7%
MCM
146
Mitchell Capital Management
Kansas
$413K +$413K +11,923 New
BWM
147
BCGM Wealth Management
Indiana
$407K +$15.1K +436 +4%
KWM
148
Kingsview Wealth Management
Oregon
$404K +$404K +11,667 New
RGF
149
Retirement Guys Formula
Ohio
$404K – – –
USCWA
150
U.S. Capital Wealth Advisors
Texas
$388K +$121K +3,493 +45%
4 5
6
7 8