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Innovator US Equity Power Buffer ETF August
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Overview Fund Activity

119 hedge funds and large institutions have $327M invested in Innovator US Equity Power Buffer ETF August in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
14
Increased
37
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IIA
Integral Investment Advisors
California
+$15.3M
2
AWP
Ascent Wealth Partners
New York
+$12.9M
3
AWM
AE Wealth Management
Kansas
+$6.8M
4
ST
Sageworth Trust
Pennsylvania
+$6.25M
5
PCM
Penserra Capital Management
California
+$2.22M

Top Sellers

1
W
Wealthquest
Ohio
-$20.9M
2
BCM
Brookstone Capital Management
Illinois
-$19.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.65M
4
WIA
World Investment Advisors
California
-$2.73M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
101
Blue Bell Private Wealth Management
Pennsylvania
$131K -$44.3K -1,500 -25%
SWA
102
Sutton Wealth Advisors
Florida
$128K +$115K +3,911 +929%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$120K – – –
WP
104
WealthShield Partners
North Carolina
$114K +$114K +3,850 New
CAL
105
Capital Analysts LLC
Pennsylvania
$109K – – –
CFD
106
Creative Financial Designs
Indiana
$105K – – –
CWM
107
Consultiva Wealth Management
Puerto Rico
$95K – – –
Morgan Stanley
108
Morgan Stanley
New York
$86.7K +$21.2K +718 +32%
WIM
109
WealthPlan Investment Management
Nebraska
$59.4K -$168K -5,703 -74%
SS
110
Sunbelt Securities
Texas
$53.9K -$248K -8,487 -82%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$25.3K +$25.3K +859 New
LFG
112
Larson Financial Group
Missouri
$16.8K +$16.3K +553 +3,456%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$14.4K -$109 -3,711 -0.8%
William Blair & Company
114
William Blair & Company
Illinois
$11.8K -$13.3K -450 -53%
AWM
115
AllSquare Wealth Management
New York
$10.3K – – –
CSPIA
116
Cary Street Partners Investment Advisory
Virginia
$8.85K – – –
AAS
117
Ameritas Advisory Services
Nebraska
$1.48K +$1.48K +50 New
CIAS
118
Capital Investment Advisory Services
North Carolina
$1.48K +$1.48K +50 New
GI
119
Gradient Investments
Minnesota
$1.39K -$6.58K -223 -83%
W
120
Wealthquest
Ohio
– -$20.9M -736,347 Closed
WIA
121
World Investment Advisors
California
– -$2.73M -95,867 Closed
IAA
122
Independent Advisor Alliance
North Carolina
– -$437K -15,400 Closed
RFG
123
Range Financial Group
Oregon
– -$378K -13,342 Closed
SCA
124
Southern Capital Advisors
Tennessee
– -$371K -13,083 Closed
MCC
125
Money Concepts Capital
Florida
– -$338K -11,924 Closed
2 3 4
5
6