PDEC icon

Innovator US Equity Power Buffer ETF December

168 hedge funds and large institutions have $676M invested in Innovator US Equity Power Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+32
Holders Change %
+23.53%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
71
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
101
Firestone Capital Management
Florida
$572K -$235K -6,686 -29%
ICG
102
InterOcean Capital Group
Tennessee
$547K +$212K +6,050 +63%
EWA
103
Evolution Wealth Advisors
Florida
$502K
AAP
104
Arax Advisory Partners
Colorado
$496K +$45.2K +1,288 +10%
VBFP
105
Valtinson Bruner Financial Planning
Minnesota
$480K -$13.9K -397 -3%
DFA
106
DHJJ Financial Advisors
Illinois
$477K +$87.2K +2,485 +22%
WC
107
Waterloo Capital
Texas
$473K +$22.5K +640 +5%
SWM
108
Spire Wealth Management
Virginia
$473K +$338K +9,560 +252%
Cerity Partners
109
Cerity Partners
New York
$465K
SIA
110
Soltis Investment Advisors
Utah
$435K -$3.28M -93,339 -88%
OMC
111
Old Mission Capital
Illinois
$417K -$156K -4,444 -27%
CBFP
112
Cedar Brook Financial Partners
Ohio
$406K +$406K +11,555 New
MWM
113
Modera Wealth Management
New Jersey
$405K
CWS
114
Cypress Wealth Services
California
$403K
RFG
115
Range Financial Group
Oregon
$403K +$403K +11,481 New
FFN
116
Focus Financial Network
Minnesota
$401K +$52.5K +1,495 +15%
WIA
117
World Investment Advisors
California
$384K +$384K +11,070 New
MSRI
118
Michael S. Ryan Inc
New York
$382K -$351 -10 -0.1%
BRWA
119
B. Riley Wealth Advisors
Florida
$370K +$79.4K +2,262 +27%
MHS
120
M Holdings Securities
Oregon
$366K +$366K +10,433 New
HI
121
Harbour Investments
Wisconsin
$359K +$52.9K +1,507 +17%
IWC
122
Integrated Wealth Concepts
Massachusetts
$357K
PWA
123
Phoenix Wealth Advisors
North Carolina
$334K +$334K +9,560 New
XF
124
XML Financial
Maryland
$327K
CAC
125
Certified Advisory Corp
Florida
$325K +$325K +9,249 New