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Innovator US Equity Power Buffer ETF August

182 hedge funds and large institutions have $656M invested in Innovator US Equity Power Buffer ETF August in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-11
Holders Change %
-5.7%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
12
Increased
27
Reduced
108
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCG
51
Catalina Capital Group
California
$2.38M -$2.22M -62,864 -48%
OIA
52
OneDigital Investment Advisors
Kansas
$2.35M
BWM
53
Buska Wealth Management
Wisconsin
$2.34M +$2.34M +65,998 New
GSIS
54
Global Strategic Investment Solutions
Arizona
$2.3M -$896K -25,326 -28%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$2.16M +$2.15M +60,834 +17,088%
FMWA
56
Forvis Mazars Wealth Advisors
Missouri
$2.15M -$123K -3,466 -5%
MSA
57
McAlister Sweet & Associates
Texas
$2.15M +$313K +8,856 +17%
SPC
58
Sigma Planning Corp
Michigan
$2.11M +$581K +16,417 +38%
BWM
59
BCS Wealth Management
Tennessee
$2.08M -$200K -5,654 -9%
CFS
60
CRA Financial Services
New Jersey
$2.08M +$9.2K +260 +0.4%
WCM
61
Weaver Capital Management
Georgia
$2.01M -$25.8K -730 -1%
JWBC
62
John W. Brooker & Co
California
$1.99M -$94.3K -2,665 -5%
RA
63
RFG Advisory
Alabama
$1.95M +$1.09M +30,745 +126%
FIA
64
Foundations Investment Advisors
Arizona
$1.94M +$1.15M +32,399 +144%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.79M -$97.9K -2,767 -5%
FCCM
66
First City Capital Management
Georgia
$1.78M
VA
67
Valmark Advisers
Ohio
$1.57M
AAS
68
Avantax Advisory Services
Texas
$1.42M -$7.43K -210 -0.5%
OCM
69
Orion Capital Management
California
$1.42M
MWM
70
Maltin Wealth Management
New Jersey
$1.33M +$104K +2,941 +8%
CNWM
71
Clay Northam Wealth Management
California
$1.33M
TC
72
TownSquare Capital
Utah
$1.32M -$2.09M -59,017 -61%
CA
73
Continuum Advisory
Idaho
$1.28M -$90.4K -2,544 -7%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$1.27M -$352K -9,944 -22%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$1.27M -$44.4K -1,254 -3%