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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
ASN
76
Advisory Services Network
Georgia
$1.38M +$185K +4,783 +15%
NFG
77
Nations Financial Group
Iowa
$1.33M +$255K +6,614 +24%
BWM
78
Brown Wealth Management
Illinois
$1.29M +$209K +5,416 +19%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$1.26M +$770K +19,938 +155%
CAC
80
Certified Advisory Corp
Florida
$1.18M +$830K +21,482 +236%
RA
81
RFG Advisory
Alabama
$1.14M -$1.72M -44,468 -60%
Cerity Partners
82
Cerity Partners
New York
$1.13M +$628K +16,250 +123%
AA
83
Advisory Alpha
Michigan
$1.12M +$69.4K +1,796 +7%
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M +$121K +3,120 +12%
AAS
85
Avantax Advisory Services
Texas
$1.06M +$262K +6,775 +32%
OIA
86
OneDigital Investment Advisors
Kansas
$1.04M -$685K -17,736 -40%
VWA
87
Visionary Wealth Advisors
Illinois
$1.02M +$203K +5,243 +25%
CHC
88
City Holding Co
West Virginia
$1M -$27K -700 -3%
LIWM
89
Long Island Wealth Management
New York
$989K +$8.11K +210 +0.8%
VA
90
Valmark Advisers
Ohio
$971K -$136K -3,516 -12%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$906K +$160K +4,143 +21%
PF
92
Phoenix Financial
Israel
$884K +$890K +23,035 New
TSW
93
Three Seasons Wealth
Utah
$882K +$40.6K +1,050 +5%
AWP
94
Ascent Wealth Partners
New York
$799K +$804K +20,805 New
CW
95
CreativeOne Wealth
Kansas
$792K -$24.2K -627 -3%
SWM
96
Sugarloaf Wealth Management
Georgia
$780K +$156K +4,037 +25%
OCM
97
Orion Capital Management
California
$780K -$7.73K -200 -1%
AWAG
98
ARS Wealth Advisors Group
Florida
$780K -$36.7K -949 -4%
WIA
99
World Investment Advisors
California
$772K +$62.8K +1,625 +9%
SWP
100
Sagespring Wealth Partners
Tennessee
$742K +$746K +19,323 New