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Innovator US Equity Power Buffer ETF August

193 hedge funds and large institutions have $754M invested in Innovator US Equity Power Buffer ETF August in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+19
Holders Change %
+10.92%
% of All Funds
2.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
34
Increased
61
Reduced
66
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
126
Castle Wealth Management
Florida
$586K +$206K +6,186 +54%
WFAG
127
Worth Financial Advisory Group
North Carolina
$569K +$569K +17,045 New
SWM
128
Spire Wealth Management
Virginia
$567K -$44.1K -1,309 -7%
VWA
129
Visionary Wealth Advisors
Illinois
$564K
Mariner
130
Mariner
Kansas
$563K
SWP
131
Summit Wealth Partners
Florida
$559K -$120K -3,584 -18%
CBFP
132
Cedar Brook Financial Partners
Ohio
$500K -$323K -9,645 -39%
MA
133
Mutual Advisors
Nebraska
$476K +$49.2K +1,473 +12%
KWM
134
Kingsview Wealth Management
Oregon
$463K -$43K -1,290 -9%
AAP
135
Arax Advisory Partners
Colorado
$462K +$2.97K +89 +0.6%
AIA
136
Alera Investment Advisors
Illinois
$441K +$10.7K +322 +2%
PS
137
Principal Securities
Iowa
$437K +$437K +13,110 New
SVWAG
138
Sound View Wealth Advisors Group
Georgia
$422K -$43K -1,289 -9%
EWM
139
Elmwood Wealth Management
California
$410K
Jane Street
140
Jane Street
New York
$353K -$1.7M -51,034 -83%
Cerity Partners
141
Cerity Partners
New York
$350K -$1.14M -34,200 -77%
SOS
142
Silver Oak Securities
Tennessee
$349K +$349K +10,450 New
AIC
143
Archer Investment Corporation
Indiana
$334K
Walleye Capital
144
Walleye Capital
New York
$318K +$93.7K +2,809 +42%
CM
145
Columbus Macro
Pennsylvania
$316K -$502 -15 -0.2%
RIS
146
Retirement Income Solutions
Michigan
$315K
CFP
147
Cypress Financial Planning
New Jersey
$311K -$141K -4,280 -31%
JWCA
148
J.W. Cole Advisors
Florida
$299K
USCWA
149
U.S. Capital Wealth Advisors
Texas
$292K -$111K -3,340 -28%
MCM
150
Mitchell Capital Management
Kansas
$281K +$281K +8,425 New