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Innovator US Equity Power Buffer ETF August

174 hedge funds and large institutions have $682M invested in Innovator US Equity Power Buffer ETF August in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 86 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+34
Holders Change %
+24.29%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
50
Increased
86
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
151
TRUADVICE
Florida
$202K
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$179K -$14.4K -462 -7%
IPW
153
Impact Partnership Wealth
Georgia
$147K +$34.4K +1,108 +30%
CFD
154
Creative Financial Designs
Indiana
$144K +$34.2K +1,100 +31%
SWA
155
Sutton Wealth Advisors
Florida
$135K
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$130K
OIA
157
Optimum Investment Advisors
Illinois
$124K -$31.1K -1,000 -20%
CF
158
Centaurus Financial
California
$124K +$124K +4,000 New
WP
159
WealthShield Partners
North Carolina
$120K
IF
160
Integrity Financial
Wyoming
$114K -$17K -546 -13%
Morgan Stanley
161
Morgan Stanley
New York
$98.3K +$13.9K +447 +16%
AF
162
Advisornet Financial
Minnesota
$71.7K +$71.7K +2,310 New
UBS Group
163
UBS Group
Switzerland
$56K -$57.3K -1,845 -51%
SS
164
Sunbelt Securities
Texas
$50.7K -$6.52K -210 -11%
BAAM
165
Baker Avenue Asset Management
California
$29.8K
CIAS
166
Capital Investment Advisory Services
North Carolina
$18.3K
LFG
167
Larson Financial Group
Missouri
$17.7K
OLVIG
168
Oliver Lagore Vanvalin Investment Group
Michigan
$13.4K -$30.5K -983 -70%
JPMorgan Chase & Co
169
JPMorgan Chase & Co
New York
$11.3K -$26.5K -885 -70%
AWM
170
AllSquare Wealth Management
New York
$10.9K
CSPIA
171
Cary Street Partners Investment Advisory
Virginia
$9.32K
AF
172
Allworth Financial
California
$3.63K
GI
173
Gradient Investments
Minnesota
$1.46K
RWPA
174
Richard W. Paul & Associates
Michigan
$528 +$528 +17 New
BMM
175
Berkshire Money Management
Massachusetts
-$8.87M -284,434 Closed