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Innovator US Equity Power Buffer ETF December

171 hedge funds and large institutions have $709M invested in Innovator US Equity Power Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+3
Holders Change %
+1.79%
% 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
14
Increased
31
Reduced
69
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
126
Ausdal Financial Partners
Iowa
$305K
BAM
127
Belpointe Asset Management
Nevada
$299K
FFG
128
Frisch Financial Group
New York
$299K -$5.89K -161 -2%
AGWCA
129
Annis Gardner Whiting Capital Advisors
Florida
$297K +$297K +8,119 New
MA
130
Mutual Advisors
Nebraska
$297K
BBA
131
BLB&B Advisors
Pennsylvania
$293K +$293K +8,015 New
MCM
132
Mitchell Capital Management
Kansas
$292K
CPIG
133
Chicago Partners Investment Group
Illinois
$290K
AWM
134
Axxcess Wealth Management
California
$276K
BRWA
135
B. Riley Wealth Advisors
Florida
$268K -$73.2K -2,262 -21%
Corient Private Wealth
136
Corient Private Wealth
Florida
$267K
CNWM
137
Clay Northam Wealth Management
California
$258K
BFC
138
Bedel Financial Consulting
Indiana
$254K
PIAS
139
PCA Investment Advisory Services
Ohio
$249K +$1.94K +53 +0.8%
BWM
140
BCGM Wealth Management
Indiana
$243K
SS
141
Sunbelt Securities
Texas
$242K -$1.39K -38 -0.6%
Citadel Advisors
142
Citadel Advisors
Florida
$231K +$231K +6,303 New
BFA
143
Beacon Financial Advisory
Ohio
$220K -$11K -300 -5%
LFAS
144
Level Four Advisory Services
Texas
$219K
AF
145
Allworth Financial
California
$218K +$218K +5,969 New
BBHC
146
Brown Brothers Harriman & Co
New York
$211K +$211K +5,766 New
NF
147
Nikulski Financial
Iowa
$209K
BIM
148
Bullseye Investment Management
Ohio
$207K +$207K +5,666 New
USCWA
149
U.S. Capital Wealth Advisors
Texas
$204K +$204K +5,583 New
NP
150
NorthRock Partners
Minnesota
$195K