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Innovator US Equity Power Buffer ETF August

49 hedge funds and large institutions have $53.8M invested in Innovator US Equity Power Buffer ETF August in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-7
Holders Change %
-12.5%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
2
Increased
9
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$381K -$81.7K -2,823 -18%
SWP
27
Summit Wealth Partners
Florida
$370K -$64.1K -2,215 -15%
TF
28
Trek Financial
Arizona
$368K
MWM
29
Maltin Wealth Management
New Jersey
$347K
AIC
30
Archer Investment Corporation
Indiana
$333K
VBFP
31
Valtinson Bruner Financial Planning
Minnesota
$329K -$9.6M -329,851 -97%
ST
32
Sageworth Trust
Pennsylvania
$301K
BWM
33
BCGM Wealth Management
Indiana
$298K
WIA
34
World Investment Advisors
California
$281K +$5.52K +190 +2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$275K -$4.35K -150 -2%
FCM
36
Firestone Capital Management
Florida
$244K -$57.9K -2,000 -19%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$205K
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$196K
NFG
39
Next Financial Group
Texas
$109K
VFA
40
Valeo Financial Advisors
Indiana
$91K
BFC
41
Bedel Financial Consulting
Indiana
$90K
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$76K +$6.15K +213 +9%
UBS Group
43
UBS Group
Switzerland
$59K +$25.8K +893 +78%
IA
44
IFP Advisors
Florida
$54K -$330K -11,465 -86%
GI
45
Gradient Investments
Minnesota
$31K -$15.3K -528 -33%
HI
46
Harbour Investments
Wisconsin
$27K +$27K +992 New
AIC
47
Ameritas Investment Company
Nebraska
$20.3K +$20.3K +703 New
LFG
48
Larson Financial Group
Missouri
$12K -$39K -1,358 -76%
Morgan Stanley
49
Morgan Stanley
New York
$6K
PCS
50
Personal CFO Solutions
New Jersey
-$254K -8,985 Closed