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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
SWM
101
Spire Wealth Management
Virginia
$742K +$230K +5,950 +45%
AF
102
Advisornet Financial
Minnesota
$737K -$32K -828 -4%
FA
103
FSA Advisors
Michigan
$725K -$11.7K -303 -2%
CAG
104
Csenge Advisory Group
Florida
$693K
CA
105
Continuum Advisory
Idaho
$693K -$105K -2,715 -13%
CG
106
Castellan Group
Kentucky
$679K +$682K +17,661 New
GSIAS
107
Garden State Investment Advisory Services
New Jersey
$661K +$665K +17,210 New
Q1WB
108
Quest 10 Wealth Builders
Virginia
$656K +$659K +17,067 New
HA
109
Helium Advisors
Washington
$649K +$652K +16,890 New
CTFG
110
Capstone Triton Financial Group
Oklahoma
$623K +$626K +16,205 New
DAS
111
Diversify Advisory Services
Utah
$589K -$78.2K -2,025 -12%
W
112
WPWealth
Texas
$589K +$159K +4,127 +37%
FCM
113
Firestone Capital Management
Florida
$588K -$123K -3,189 -17%
AAS
114
Ameritas Advisory Services
Nebraska
$586K +$589K +15,248 New
AAP
115
Arax Advisory Partners
Colorado
$583K +$55.9K +1,447 +11%
WC
116
Waterloo Capital
Texas
$582K +$89.7K +2,321 +18%
MA
117
Mutual Advisors
Nebraska
$580K +$301K +7,786 +108%
AQR Capital Management
118
AQR Capital Management
Connecticut
$564K
HAS
119
HBW Advisory Services
California
$553K +$556K +14,403 New
HCA
120
Horan Capital Advisors
Ohio
$551K -$32.3K -835 -5%
EWA
121
Evolution Wealth Advisors
Florida
$550K
CWG
122
Cornerstone Wealth Group
North Carolina
$542K -$54.5K -1,411 -9%
Mariner
123
Mariner
Kansas
$540K +$543K +14,055 New
MMA
124
Miracle Mile Advisors
California
$540K +$543K +14,053 New
CFP
125
Cypress Financial Planning
New Jersey
$529K +$95K +2,458 +22%