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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 %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$494K -$176K -4,964 -26%
CFP
127
Cypress Financial Planning
New Jersey
$483K +$149K +4,215 +45%
AAP
128
Arax Advisory Partners
Colorado
$476K -$13.1K -371 -3%
KWM
129
Kingsview Wealth Management
Oregon
$469K -$21.9K -619 -4%
CPIG
130
Chicago Partners Investment Group
Illinois
$466K -$217K -6,229 -32%
EWM
131
Elmwood Wealth Management
California
$465K +$29.5K +835 +7%
PS
132
Principal Securities
Iowa
$442K -$21.4K -605 -5%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$411K +$281K +7,949 +216%
WP
134
WealthPLAN Partners
Nebraska
$396K -$2.14M -60,437 -84%
AIA
135
Alera Investment Advisors
Illinois
$381K -$86.8K -2,453 -19%
Cerity Partners
136
Cerity Partners
New York
$371K
AIC
137
Archer Investment Corporation
Indiana
$354K
TWM
138
Tradition Wealth Management
Minnesota
$338K +$338K +9,547 New
RIS
139
Retirement Income Solutions
Michigan
$334K
CM
140
Columbus Macro
Pennsylvania
$334K
Betterment LLC
141
Betterment LLC
New York
$312K -$482K -13,600 -61%
CBFP
142
Cedar Brook Financial Partners
Ohio
$311K -$218K -6,165 -41%
JWCA
143
J.W. Cole Advisors
Florida
$307K -$10.3K -291 -3%
MCM
144
Mitchell Capital Management
Kansas
$298K
TW
145
Transform Wealth
Colorado
$295K -$4.87M -137,554 -94%
DWM
146
Dakota Wealth Management
Florida
$282K
CAG
147
Compass Advisory Group
New York
$281K
BRWA
148
B. Riley Wealth Advisors
Florida
$281K +$49.7K +1,600 +22%
BFC
149
Bedel Financial Consulting
Indiana
$277K
NF
150
Nikulski Financial
Iowa
$267K