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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 %
AllianceBernstein
1
AllianceBernstein
Tennessee
$88.2M -$2.21M -66,094 -2%
AWM
2
AE Wealth Management
Kansas
$63.5M +$5.5M +162,092 +9%
BCM
3
Brookstone Capital Management
Illinois
$42.8M +$10.5M +316,072 +33%
Osaic Holdings
4
Osaic Holdings
Arizona
$37.8M -$11.6M -348,311 -24%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$36M -$618K -18,524 -2%
PCM
6
Penserra Capital Management
California
$30.4M +$6.07M +181,894 +25%
ST
7
Sageworth Trust
Pennsylvania
$26.9M
HighTower Advisors
8
HighTower Advisors
Illinois
$24.9M +$6.04M +181,027 +32%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$22.5M -$1.7M -50,921 -7%
PCS
10
Personal CFO Solutions
New Jersey
$17.3M -$94.4K -2,828 -0.5%
AWP
11
Ascent Wealth Partners
New York
$16.7M +$645K +19,319 +4%
William Blair & Company
12
William Blair & Company
Illinois
$15.5M +$5.56M +166,679 +56%
CAM
13
Cresset Asset Management
Illinois
$15M -$1.62M -48,397 -10%
ICG
14
InterOcean Capital Group
Tennessee
$13M +$530K +15,872 +4%
MCM
15
MAI Capital Management
Ohio
$11.4M +$3.36M +100,723 +42%
IIA
16
Integral Investment Advisors
California
$9.48M -$14.7M -441,319 -61%
SPIA
17
Steward Partners Investment Advisory
New York
$8.69M +$82.9K +2,485 +1%
Truist Financial
18
Truist Financial
North Carolina
$8.58M +$375K +11,239 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.5M +$511K +15,304 +6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$7.81M +$133K +3,990 +2%
WMA
21
West Michigan Advisors
Michigan
$7.5M -$79.3K -2,375 -1%
CAN
22
Cetera Advisor Networks
California
$7.12M +$141K +4,227 +2%
CA
23
Cetera Advisors
Colorado
$6.72M +$417K +12,508 +7%
BPA
24
Beacon Pointe Advisors
California
$6.66M -$906K -27,142 -12%
KAS
25
Kestra Advisory Services
Texas
$6.24M +$2.45M +73,271 +64%