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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
TF
76
Trek Financial
Arizona
$941K +$895K +26,809 New
KWS
77
Keystone Wealth Services
California
$930K +$133K +3,985 +18%
SEP
78
Southland Equity Partners
Missouri
$924K +$131K +3,918 +17%
WSTAM
79
Wilbanks Smith & Thomas Asset Management
Virginia
$918K
PCS
80
Personal CFO Solutions
New Jersey
$911K +$867K +25,965 New
CAL
81
Capital Analysts LLC
Pennsylvania
$911K +$5.14K +154 +0.6%
WS
82
Wedbush Securities
California
$910K +$252K +7,536 +41%
W
83
WPWealth
Texas
$877K +$509K +15,253 +157%
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$859K +$357K +10,700 +78%
AWAG
85
ARS Wealth Advisors Group
Florida
$817K +$777K +23,275 New
CA
86
Continuum Advisory
Idaho
$780K +$743K +22,233 New
AAS
87
Avantax Advisory Services
Texas
$780K -$56.1K -1,681 -7%
CW
88
CreativeOne Wealth
Kansas
$769K +$732K +21,903 New
TSW
89
Three Seasons Wealth
Utah
$769K +$731K +21,900 New
CWG
90
Crown Wealth Group
North Carolina
$761K -$10.4M -311,344 -93%
SB
91
Strategic Blueprint
Georgia
$738K -$104K -3,103 -13%
OCM
92
Orion Capital Management
California
$720K
SVWAG
93
Sound View Wealth Advisors Group
Georgia
$711K
VWA
94
Visionary Wealth Advisors
Illinois
$707K +$93.2K +2,789 +16%
AF
95
Advisornet Financial
Minnesota
$702K +$548K +16,416 +458%
WP
96
WealthSource Partners
California
$700K -$6.68K -200 -1%
IA
97
IFP Advisors
Florida
$670K +$9.62K +288 +2%
FA
98
FSA Advisors
Michigan
$670K +$637K +19,085 New
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$660K
SWM
100
Sugarloaf Wealth Management
Georgia
$642K +$220K +6,580 +56%