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Innovator US Equity Power Buffer ETF December

206 hedge funds and large institutions have $795M invested in Innovator US Equity Power Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 78 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

73% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 45

34% more capital invested

Capital invested by funds: $592M → $795M (+$203M)

26% more funds holding

Funds holding: 164206 (+42)

2.17% less ownership

Funds ownership: 82.77%80.6% (-2.2%)

Holders
206
Holders Change
+42
Holders Change %
+25.61%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
52
Increased
78
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Milestone Asset Management
Pennsylvania
$2.53M -$8.77K -227 -0.3%
FFA
52
Farther Finance Advisors
California
$2.48M +$2.49M +64,501 New
JCM
53
Jacobi Capital Management
Pennsylvania
$2.46M
BWM
54
BCS Wealth Management
Tennessee
$2.36M +$304K +7,870 +15%
SEP
55
Southland Equity Partners
Missouri
$2.29M +$1.3M +33,542 +129%
PWMG
56
Pinnacle Wealth Management Group
Michigan
$2.1M +$899K +23,285 +74%
TF
57
Trek Financial
Arizona
$2.09M +$844K +21,851 +67%
CB
58
Chris Bulman
California
$2.09M +$859K +22,236 +69%
S
59
SignatureFD
Georgia
$2.08M +$2.09M +54,072 New
HWP
60
Heritage Wealth Partners
Ohio
$2.05M +$2.06M +53,447 New
WCG
61
Weaver Consulting Group
California
$2.04M +$406K +10,514 +25%
OWA
62
Outlook Wealth Advisors
Texas
$2.01M +$4.98K +129 +0.2%
MFG
63
MTM Financial Group
Pennsylvania
$1.89M +$70.2K +1,816 +4%
AWM
64
Atticus Wealth Management
Florida
$1.83M
AWM
65
AE Wealth Management
Kansas
$1.76M -$2.47M -63,931 -58%
SAG
66
SageView Advisory Group
California
$1.66M +$1.67M +43,260 New
TPW
67
Talon Private Wealth
Florida
$1.63M +$1.64M +42,517 New
BA
68
Bellwether Advisors
Nebraska
$1.57M +$967K +25,039 +158%
TWM
69
Tradition Wealth Management
Minnesota
$1.47M +$696K +18,012 +89%
IA
70
IFP Advisors
Florida
$1.47M +$782K +20,237 +112%
BRWA
71
B. Riley Wealth Advisors
Florida
$1.46M +$777K +20,110 +113%
CIA
72
Concurrent Investment Advisors
Florida
$1.45M +$1.45M +37,651 New
FCFC
73
First Commonwealth Financial Corp
Pennsylvania
$1.42M +$1.43M +37,006 New
WA
74
Wealth Alliance
New York
$1.42M +$289K +7,486 +25%
RIS
75
Retirement Income Solutions
Michigan
$1.39M -$51.1K -1,322 -4%