PDEC icon

Innovator US Equity Power Buffer ETF December

171 hedge funds and large institutions have $709M invested in Innovator US Equity Power Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
31
Reduced
69
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$4.37M -$218K -5,959 -5%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.37M -$290K -7,913 -6%
GCP
28
Gill Capital Partners
Colorado
$4.3M -$60K -1,655 -1%
AWM
29
AE Wealth Management
Kansas
$4.07M -$1.87M -51,117 -31%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$4.01M -$1.54K -42 -0%
CAN
31
Cetera Advisor Networks
California
$3.83M -$563K -15,393 -13%
CRWM
32
Castle Rock Wealth Management
California
$3.44M -$24.4K -676 -0.7%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$3.28M -$93.9K -2,565 -3%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.01M +$2.34K +64 +0.1%
WP
35
WealthPLAN Partners
Nebraska
$2.99M +$826K +22,564 +38%
YWS
36
Yarger Wealth Strategies
Ohio
$2.97M -$230K -6,289 -7%
KWM
37
KFG Wealth Management
Indiana
$2.87M +$35.8K +978 +1%
SPC
38
Sigma Planning Corp
Michigan
$2.79M +$566K +15,459 +25%
NA
39
NewEdge Advisors
Louisiana
$2.71M +$42.5K +1,162 +2%
CAG
40
Compass Advisory Group
New York
$2.69M -$32.9K -900 -1%
MAM
41
Milestone Asset Management
Pennsylvania
$2.66M -$9.3K -254 -0.3%
SPIA
42
Steward Partners Investment Advisory
New York
$2.54M -$30.3K -827 -1%
CA
43
CoreCap Advisors
Michigan
$2.52M -$1.18M -32,352 -32%
BA
44
Bellwether Advisors
Nebraska
$2.42M +$4.1K +112 +0.2%
AC
45
AlphaCore Capital
California
$2.41M
PWA
46
Pillar Wealth Advisors
Pennsylvania
$2.35M -$28.2K -771 -1%
Jane Street
47
Jane Street
New York
$2.26M +$1.23M +33,710 +120%
RA
48
RFG Advisory
Alabama
$2.08M +$2.08M +56,901 New
BWM
49
BCS Wealth Management
Tennessee
$2.01M -$34.6K -946 -2%
OWA
50
Outlook Wealth Advisors
Texas
$1.9M -$35.3K -964 -2%