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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
SOS
126
Silver Oak Securities
Tennessee
$514K +$516K +13,369 New
SIA
127
Soltis Investment Advisors
Utah
$496K +$124K +3,218 +33%
SB
128
Strategic Blueprint
Georgia
$496K -$117K -3,041 -19%
WTFG
129
Wood Tarver Financial Group
Idaho
$490K +$493K +12,759 New
SPC
130
Sigma Planning Corp
Michigan
$479K -$204K -5,274 -30%
CCM
131
Coldstream Capital Management
Washington
$456K +$99.2K +2,568 +28%
CWG
132
Crown Wealth Group
North Carolina
$455K -$2.36K -61 -0.5%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$450K -$25.8K -669 -5%
BFA
134
Beacon Financial Advisory
Ohio
$447K +$216K +5,600 +93%
DFA
135
DHJJ Financial Advisors
Illinois
$445K +$10.1K +261 +2%
MWM
136
Modera Wealth Management
New Jersey
$443K
BAM
137
Belpointe Asset Management
Nevada
$435K +$119K +3,079 +37%
AA
138
ACT Advisors
North Carolina
$414K +$417K +10,782 New
USCWA
139
U.S. Capital Wealth Advisors
Texas
$414K +$154K +3,999 +59%
LWM
140
Lakeridge Wealth Management
Ohio
$408K +$410K +10,622 New
AFGAS
141
Allegiance Financial Group Advisory Services
Virginia
$396K +$399K +10,316 New
IWC
142
Integrated Wealth Concepts
Massachusetts
$389K -$1.35K -35 -0.3%
FFN
143
Focus Financial Network
Minnesota
$387K +$102K +2,652 +36%
KWS
144
Keystone Wealth Services
California
$370K -$34.1K -882 -8%
PWA
145
Phoenix Wealth Advisors
North Carolina
$367K
SCA
146
Snowden Capital Advisors
New York
$363K +$365K +9,442 New
WS
147
Wedbush Securities
California
$361K -$272K -7,037 -43%
VBFP
148
Valtinson Bruner Financial Planning
Minnesota
$344K
CWS
149
Cypress Wealth Services
California
$340K -$38.4K -995 -10%
AFP
150
Ausdal Financial Partners
Iowa
$325K +$5.33K +138 +2%