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Innovator US Equity Power Buffer ETF August
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Overview Fund Activity

140 hedge funds and large institutions have $470M invested in Innovator US Equity Power Buffer ETF August in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+21
Holders Change %
+17.65%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
29
Increased
31
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ST
1
Sageworth Trust
Pennsylvania
$31.4M
2
TW
2
Transform Wealth
Colorado
$20.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.9M
4
SIA
4
Soltis Investment Advisors
Utah
$9.88M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$24.1M

Top Sellers

1
IIA
1
Integral Investment Advisors
California
$24.4M
2
ICG
2
InterOcean Capital Group
Tennessee
$5.99M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$78.3M
4
ASN
4
Advisory Services Network
Georgia
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
51
Old Mission Capital
Illinois
$1.36M +$1.36M +43,626 New
Cerity Partners
52
Cerity Partners
New York
$1.35M +$1.35M +43,300 New
AA
53
Advisory Alpha
Michigan
$1.35M +$336K +10,760 +33%
OCM
54
Orion Capital Management
California
$1.32M -$85.8K -2,750 -6%
GCP
55
Gill Capital Partners
Colorado
$1.3M -$36K -1,153 -3%
AAS
56
Avantax Advisory Services
Texas
$1.22M +$43.7K +1,400 +4%
SB
57
Strategic Blueprint
Georgia
$1.18M +$427K +13,686 +57%
CNWM
58
Clay Northam Wealth Management
California
$1.17M – – –
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.16M +$588K +18,833 +102%
PF
60
Parker Financial
Washington
$1.15M +$1.15M +36,888 New
BWM
61
BCS Wealth Management
Tennessee
$1.13M -$217K -6,970 -16%
AGA
62
Accuvest Global Advisors
Utah
$1.09M – – –
LFAS
63
Level Four Advisory Services
Texas
$968K -$31.4K -1,005 -3%
FFN
64
Focus Financial Network
Minnesota
$924K – – –
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$855K -$513K -16,445 -37%
BWM
66
BCGM Wealth Management
Indiana
$851K +$19K +610 +2%
HI
67
Harbour Investments
Wisconsin
$800K +$256K +8,206 +47%
DFA
68
DHJJ Financial Advisors
Illinois
$772K – – –
VA
69
Valmark Advisers
Ohio
$769K -$12.4K -397 -2%
WA
70
Wealth Alliance
New York
$701K – – –
AWM
71
Apollon Wealth Management
South Carolina
$677K – – –
VBFP
72
Valtinson Bruner Financial Planning
Minnesota
$677K – – –
Jane Street
73
Jane Street
New York
$611K +$611K +19,593 New
AWS
74
Atria Wealth Solutions
New York
$593K -$13.6K -435 -2%
LPL Financial
75
LPL Financial
California
$586K +$104K +3,330 +22%
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3
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