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Innovator US Equity Power Buffer ETF December

168 hedge funds and large institutions have $676M invested in Innovator US Equity Power Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+32
Holders Change %
+23.53%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
71
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
51
BCS Wealth Management
Tennessee
$1.96M +$394K +11,230 +25%
CFS
52
CRA Financial Services
New Jersey
$1.9M -$137K -3,895 -7%
OWA
53
Outlook Wealth Advisors
Texas
$1.85M -$491 -14 -0%
AWS
54
Atria Wealth Solutions
New York
$1.82M +$1.58M +44,925 +641%
CA
55
Corrado Advisors
New Jersey
$1.8M -$1.16M -33,097 -39%
RIS
56
Retirement Income Solutions
Michigan
$1.8M
DI
57
Diligent Investors
California
$1.8M +$1.47M +41,885 +448%
CAM
58
Cresset Asset Management
Illinois
$1.75M +$1.75M +49,933 New
AWM
59
Atticus Wealth Management
Florida
$1.68M +$596K +16,978 +55%
RJA
60
Raymond James & Associates
Florida
$1.66M +$916K +26,090 +122%
WCG
61
Weaver Consulting Group
California
$1.53M +$194K +5,525 +15%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$1.35M +$1.35M +38,538 New
CHC
63
City Holding Co
West Virginia
$1.28M +$408K +11,633 +47%
LIWM
64
Long Island Wealth Management
New York
$1.24M +$1.24M +35,309 New
ASN
65
Advisory Services Network
Georgia
$1.19M -$97.2K -2,769 -8%
BWM
66
Brown Wealth Management
Illinois
$1.18M +$324K +9,219 +38%
PWMG
67
Pinnacle Wealth Management Group
Michigan
$1.18M +$298K +8,500 +34%
NFG
68
Nations Financial Group
Iowa
$1.13M +$499K +14,219 +79%
WA
69
Wealth Alliance
New York
$1.04M +$3.9K +111 +0.4%
VA
70
Valmark Advisers
Ohio
$1.03M +$693K +19,738 +207%
Jane Street
71
Jane Street
New York
$984K +$984K +28,026 New
AA
72
Advisory Alpha
Michigan
$972K -$112K -3,186 -10%
OIA
73
OneDigital Investment Advisors
Kansas
$967K +$92.7K +2,640 +11%
TF
74
Trek Financial
Arizona
$941K +$941K +26,809 New
KWS
75
Keystone Wealth Services
California
$930K +$140K +3,985 +18%