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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 %
ACM
176
Anfield Capital Management
California
$12.1K +$12.1K +342 New
AF
177
Allworth Financial
California
$7.4K +$3.26K +92 +79%
LFG
178
Larson Financial Group
Missouri
$5.45K -$14.7K -415 -73%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$3.54K +$3.54K +100 New
SIS
180
Sound Income Strategies
Florida
$1.98K +$1.98K +56 New
TFGT
181
TS Financial Group (TSFG)
Illinois
$1K
Fidelity Investments
182
Fidelity Investments
Massachusetts
$35 +$35 +1 New
SAG
183
SageView Advisory Group
California
-$26.8K -911,786 Closed
PCS
184
Personal CFO Solutions
New Jersey
-$17.3M -517,873 Closed
WMA
185
West Michigan Advisors
Michigan
-$7.5M -224,719 Closed
DI
186
Disciplined Investments
Oklahoma
-$2.5M -74,952 Closed
WIM
187
WealthPlan Investment Management
Nebraska
-$2.2M -65,887 Closed
EWM
188
Evermay Wealth Management
Virginia
-$1.66M -49,700 Closed
Goldman Sachs
189
Goldman Sachs
New York
-$1.52M -45,618 Closed
TI
190
tru Independence
Oregon
-$990K -29,681 Closed
CAC
191
Certified Advisory Corp
Florida
-$735K -22,036 Closed
FI
192
FWG Investments
Kentucky
-$668K -20,010 Closed
Walleye Capital
193
Walleye Capital
New York
-$318K -9,532 Closed
USCWA
194
U.S. Capital Wealth Advisors
Texas
-$292K -8,747 Closed
TCM
195
Triumph Capital Management
Colorado
-$266K -7,958 Closed
FA
196
Fiduciary Alliance
South Carolina
-$240K -7,200 Closed
CAG
197
Csenge Advisory Group
Florida
-$231K -6,934 Closed
KNFPWM
198
Keeler & Nadler Financial Planning & Wealth Management
Ohio
-$201K -6,033 Closed
ASN
199
Advisory Services Network
Georgia
-$192K -5,761 Closed
TAM
200
Tucker Asset Management
Colorado
-$17.9K -535 Closed