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Innovator US Equity Power Buffer ETF December

170 hedge funds and large institutions have $680M invested in Innovator US Equity Power Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 7

121% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 33

50% more capital invested

Capital invested by funds: $452M → $680M (+$228M)

23% more funds holding

Funds holding: 138170 (+32)

6.08% more ownership

Funds ownership: 75.53%81.6% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
170
Holders Change
+32
Holders Change %
+23.19%
% 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
41
Increased
73
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthPLAN Partners
Nebraska
$2.08M +$1.97M +59,129 New
BWM
52
BCS Wealth Management
Tennessee
$1.96M +$375K +11,230 +25%
CFS
53
CRA Financial Services
New Jersey
$1.9M -$130K -3,895 -7%
OWA
54
Outlook Wealth Advisors
Texas
$1.85M -$468 -14 -0%
AWS
55
Atria Wealth Solutions
New York
$1.82M +$1.5M +44,925 +641%
CA
56
Corrado Advisors
New Jersey
$1.8M -$1.11M -33,097 -39%
RIS
57
Retirement Income Solutions
Michigan
$1.8M
DI
58
Diligent Investors
California
$1.8M +$1.4M +41,885 +448%
CAM
59
Cresset Asset Management
Illinois
$1.75M +$1.67M +49,933 New
MFG
60
MTM Financial Group
Pennsylvania
$1.69M +$243K +7,271 +18%
AWM
61
Atticus Wealth Management
Florida
$1.68M +$567K +16,978 +55%
RJA
62
Raymond James & Associates
Florida
$1.66M +$871K +26,090 +122%
WCG
63
Weaver Consulting Group
California
$1.53M +$185K +5,525 +15%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$1.35M +$1.29M +38,538 New
CHC
65
City Holding Co
West Virginia
$1.28M +$389K +11,633 +47%
LIWM
66
Long Island Wealth Management
New York
$1.24M +$1.18M +35,309 New
ASN
67
Advisory Services Network
Georgia
$1.19M -$92.5K -2,769 -8%
BWM
68
Brown Wealth Management
Illinois
$1.18M +$308K +9,219 +38%
PWMG
69
Pinnacle Wealth Management Group
Michigan
$1.18M +$284K +8,500 +34%
NFG
70
Nations Financial Group
Iowa
$1.13M +$475K +14,219 +79%
WA
71
Wealth Alliance
New York
$1.04M +$3.71K +111 +0.4%
VA
72
Valmark Advisers
Ohio
$1.03M +$659K +19,738 +207%
Jane Street
73
Jane Street
New York
$984K +$936K +28,026 New
AA
74
Advisory Alpha
Michigan
$972K -$106K -3,186 -10%
OIA
75
OneDigital Investment Advisors
Kansas
$967K +$88.2K +2,640 +11%