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Innovator US Equity Power Buffer ETF December

147 hedge funds and large institutions have $492M invested in Innovator US Equity Power Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+10
Holders Change %
+7.3%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
23
Increased
55
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cerity Partners
76
Cerity Partners
New York
$660K 20,986 +1,486 +8%
WP
77
WealthSource Partners
California
$634K 20,150 -140 -0.7%
CPIG
78
Chicago Partners Investment Group
Illinois
$605K 19,184 +3,211 +20%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$592K 18,812 +10,782 +134%
FANJ
80
Financial Architects (New Jersey)
New Jersey
$591K 18,799
CAG
81
Csenge Advisory Group
Florida
$580K 18,442
VWA
82
Visionary Wealth Advisors
Illinois
$546K 17,363
CCM
83
Coldstream Capital Management
Washington
$515K 16,360 -79 -0.5%
W
84
WPWealth
Texas
$510K 16,232 -8,116 -33%
Goldman Sachs
85
Goldman Sachs
New York
$471K 14,972 +14,972 New
SWA
86
Sutton Wealth Advisors
Florida
$463K 14,723 +10,851 +280%
VBFP
87
Valtinson Bruner Financial Planning
Minnesota
$452K 14,358 +44 +0.3%
SOS
88
Silver Oak Securities
Tennessee
$451K 14,355 -1,589 -10%
EWA
89
Evolution Wealth Advisors
Florida
$450K 14,305
BAM
90
Belpointe Asset Management
Nevada
$430K 13,665 +6,191 +83%
BWM
91
BCGM Wealth Management
Indiana
$429K 13,633 -14,396 -51%
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$424K 13,487 +1,000 +8%
AAP
93
Arax Advisory Partners
Colorado
$404K 12,844 +657 +5%
WC
94
Waterloo Capital
Texas
$404K 12,839 +12,839 New
CFP
95
Cypress Financial Planning
New Jersey
$402K 12,761 -1,696 -12%
CWS
96
Cypress Wealth Services
California
$386K 12,288 +12,288 New
KWM
97
Kingsview Wealth Management
Oregon
$372K 11,832 +3,764 +47%
SB
98
Strategic Blueprint
Georgia
$372K 11,829 -2,860 -19%
DFA
99
DHJJ Financial Advisors
Illinois
$371K 11,810
SWM
100
Sugarloaf Wealth Management
Georgia
$368K 11,703