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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
XF
126
XML Financial
Maryland
$327K
CAC
127
Certified Advisory Corp
Florida
$325K +$309K +9,249 New
TWP
128
TFO Wealth Partners
Ohio
$306K
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$304K +$289K +8,666 New
AFP
130
Ausdal Financial Partners
Iowa
$292K +$278K +8,327 New
FFG
131
Frisch Financial Group
New York
$292K +$57.5K +1,721 +26%
BAM
132
Belpointe Asset Management
Nevada
$287K -$701 -21 -0.3%
MA
133
Mutual Advisors
Nebraska
$285K -$16.5K -493 -6%
CPIG
134
Chicago Partners Investment Group
Illinois
$284K -$87.7K -2,627 -25%
MCM
135
Mitchell Capital Management
Kansas
$280K +$266K +7,978 New
AWM
136
Axxcess Wealth Management
California
$265K +$252K +7,550 New
Corient Private Wealth
137
Corient Private Wealth
Florida
$256K -$103K -3,090 -30%
CNWM
138
Clay Northam Wealth Management
California
$247K +$28.4K +850 +14%
BFC
139
Bedel Financial Consulting
Indiana
$244K +$6.21K +186 +3%
MCC
140
Money Concepts Capital
Florida
$237K +$226K +6,763 New
PIAS
141
PCA Investment Advisory Services
Ohio
$237K +$226K +6,755 New
BFEC
142
Benjamin F. Edwards & Company
Missouri
$234K +$144K +4,323 +183%
SS
143
Sunbelt Securities
Texas
$233K -$136K -4,065 -38%
BWM
144
BCGM Wealth Management
Indiana
$233K -$239K -7,152 -52%
QCG
145
Quadrant Capital Group
Ohio
$230K
BFA
146
Beacon Financial Advisory
Ohio
$222K +$211K +6,324 New
LFAS
147
Level Four Advisory Services
Texas
$219K
CIA
148
Cape Investment Advisory
Georgia
$218K +$6.68K +200 +3%
CFP
149
Cypress Financial Planning
New Jersey
$213K -$198K -5,918 -49%
NF
150
Nikulski Financial
Iowa
$200K +$190K +5,700 New