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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 %
SVWAG
151
Sound View Wealth Advisors Group
Georgia
$258K -$189K -5,350 -42%
SWM
152
Sugarloaf Wealth Management
Georgia
$251K -$16.5K -467 -6%
CCM
153
Coldstream Capital Management
Washington
$245K -$482K -13,612 -66%
SOS
154
Silver Oak Securities
Tennessee
$245K -$124K -3,516 -34%
PA
155
PFG Advisors
Arizona
$240K -$7.15K -202 -3%
CWS
156
Cypress Wealth Services
California
$236K
FNWA
157
Financial Network Wealth Advisors
Utah
$232K -$33.8K -954 -13%
CWM
158
Castle Wealth Management
Florida
$224K -$398K -11,251 -64%
LSA
159
Lion Street Advisors
Texas
$223K
IWM
160
IHT Wealth Management
Illinois
$223K
AFP
161
Ausdal Financial Partners
Iowa
$217K +$71 +2 +0%
CFD
162
Creative Financial Designs
Indiana
$165K
CPA
163
Clear Point Advisors
New York
$161K
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$143K
CF
165
Centaurus Financial
California
$142K
IF
166
Integrity Financial
Wyoming
$134K
EWA
167
EverSource Wealth Advisors
Alabama
$104K +$104K +2,978 New
OIA
168
Optimum Investment Advisors
Illinois
$70.8K -$70.8K -2,000 -50%
WWM
169
Wagner Wealth Management
South Carolina
$70.8K
AF
170
Advisornet Financial
Minnesota
$59.6K -$22.1K -625 -27%
SS
171
Sunbelt Securities
Texas
$57.7K
UBS Group
172
UBS Group
Switzerland
$56.5K -$22.7K -643 -29%
Morgan Stanley
173
Morgan Stanley
New York
$48.5K -$164K -4,630 -77%
WP
174
WealthShield Partners
North Carolina
$12.4K -$124K -3,500 -91%
AWM
175
AllSquare Wealth Management
New York
$12.4K