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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
CAG
101
Csenge Advisory Group
Florida
$638K -$8.55K -256 -1%
CCM
102
Coldstream Capital Management
Washington
$592K +$16.7K +500 +3%
FCM
103
Firestone Capital Management
Florida
$572K -$223K -6,686 -29%
ICG
104
InterOcean Capital Group
Tennessee
$547K +$202K +6,050 +63%
EWA
105
Evolution Wealth Advisors
Florida
$502K
AAP
106
Arax Advisory Partners
Colorado
$496K +$43K +1,288 +10%
VBFP
107
Valtinson Bruner Financial Planning
Minnesota
$480K -$13.3K -397 -3%
DFA
108
DHJJ Financial Advisors
Illinois
$477K +$83K +2,485 +22%
WC
109
Waterloo Capital
Texas
$473K +$21.4K +640 +5%
SWM
110
Spire Wealth Management
Virginia
$473K +$319K +9,560 +252%
Cerity Partners
111
Cerity Partners
New York
$465K
SIA
112
Soltis Investment Advisors
Utah
$435K -$3.12M -93,339 -88%
OMC
113
Old Mission Capital
Illinois
$417K -$148K -4,444 -27%
CBFP
114
Cedar Brook Financial Partners
Ohio
$406K +$386K +11,555 New
MWM
115
Modera Wealth Management
New Jersey
$405K
CWS
116
Cypress Wealth Services
California
$403K
RFG
117
Range Financial Group
Oregon
$403K +$383K +11,481 New
FFN
118
Focus Financial Network
Minnesota
$401K +$49.9K +1,495 +15%
WIA
119
World Investment Advisors
California
$384K +$370K +11,070 New
MSRI
120
Michael S. Ryan Inc
New York
$382K -$334 -10 -0.1%
BRWA
121
B. Riley Wealth Advisors
Florida
$370K +$75.5K +2,262 +27%
MHS
122
M Holdings Securities
Oregon
$366K +$348K +10,433 New
HI
123
Harbour Investments
Wisconsin
$359K +$50.3K +1,507 +17%
IWC
124
Integrated Wealth Concepts
Massachusetts
$357K
PWA
125
Phoenix Wealth Advisors
North Carolina
$334K +$319K +9,560 New