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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 %
CIA
151
Cape Investment Advisory
Georgia
$190K -$36.6K -1,000 -16%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$189K +$6.12K +167 +3%
BFEC
153
Benjamin F. Edwards & Company
Missouri
$184K -$60.8K -1,660 -25%
AIC
154
Archer Investment Corporation
Indiana
$150K
PS
155
Principal Securities
Iowa
$139K +$20.1K +550 +17%
BBPWM
156
Blue Bell Private Wealth Management
Pennsylvania
$86.4K
WWM
157
Wagner Wealth Management
South Carolina
$72.5K
EWA
158
EverSource Wealth Advisors
Alabama
$71.9K
EPW
159
Evergreen Private Wealth
Colorado
$64.7K
WP
160
WealthShield Partners
North Carolina
$51.8K
CFD
161
Creative Financial Designs
Indiana
$45.7K
MIM
162
Macroview Investment Management
Maryland
$22.9K +$1.61K +44 +8%
GWM
163
Geneos Wealth Management
Colorado
$18.3K
UBS Group
164
UBS Group
Switzerland
$17.9K +$17.9K +490 New
Wells Fargo
165
Wells Fargo
California
$16.7K +$16.7K +455 New
CP
166
Castleview Partners
Texas
$15.5K
RIL
167
Rothschild Investment LLC
Illinois
$12.1K
ACM
168
Anfield Capital Management
California
$11.8K +$11.8K +322 New
NS
169
NBC Securities
Alabama
$11K
LFG
170
Larson Financial Group
Missouri
$5.31K -$14.3K -391 -73%
CIAS
171
Capital Investment Advisory Services
North Carolina
$1.83K
PCS
172
Personal CFO Solutions
New Jersey
-$911K -25,965 Closed
OMC
173
Old Mission Capital
Illinois
-$417K -11,891 Closed
RFG
174
Range Financial Group
Oregon
-$403K -11,481 Closed
WIA
175
World Investment Advisors
California
-$384K -11,070 Closed