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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 %
TWP
126
TFO Wealth Partners
Ohio
$306K
Koshinski Asset Management
127
Koshinski Asset Management
Illinois
$304K +$304K +8,666 New
AFP
128
Ausdal Financial Partners
Iowa
$292K +$292K +8,327 New
FFG
129
Frisch Financial Group
New York
$292K +$60.3K +1,721 +26%
BAM
130
Belpointe Asset Management
Nevada
$287K -$737 -21 -0.3%
MA
131
Mutual Advisors
Nebraska
$285K -$17.3K -493 -6%
CPIG
132
Chicago Partners Investment Group
Illinois
$284K -$93.4K -2,627 -25%
MCM
133
Mitchell Capital Management
Kansas
$280K +$280K +7,978 New
AWM
134
Axxcess Wealth Management
California
$265K +$265K +7,550 New
Corient Private Wealth
135
Corient Private Wealth
Florida
$256K -$108K -3,090 -30%
CNWM
136
Clay Northam Wealth Management
California
$247K +$29.8K +850 +14%
BFC
137
Bedel Financial Consulting
Indiana
$244K +$6.53K +186 +3%
MCC
138
Money Concepts Capital
Florida
$237K +$237K +6,763 New
PIAS
139
PCA Investment Advisory Services
Ohio
$237K +$237K +6,755 New
BFEC
140
Benjamin F. Edwards & Company
Missouri
$234K +$151K +4,323 +183%
SS
141
Sunbelt Securities
Texas
$233K -$143K -4,065 -38%
BWM
142
BCGM Wealth Management
Indiana
$233K -$251K -7,152 -52%
QCG
143
Quadrant Capital Group
Ohio
$230K
BFA
144
Beacon Financial Advisory
Ohio
$222K +$222K +6,324 New
LFAS
145
Level Four Advisory Services
Texas
$219K
CIA
146
Cape Investment Advisory
Georgia
$218K +$7.02K +200 +3%
CFP
147
Cypress Financial Planning
New Jersey
$213K -$206K -5,918 -49%
NF
148
Nikulski Financial
Iowa
$200K +$200K +5,700 New
NP
149
NorthRock Partners
Minnesota
$187K +$187K +5,333 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$175K