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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
AGWCA
151
Annis Gardner Whiting Capital Advisors
Florida
$312K
SVWAG
152
Sound View Wealth Advisors Group
Georgia
$283K +$9.93K +257 +4%
TH
153
TCTC Holdings
Texas
$280K
Corient Private Wealth
154
Corient Private Wealth
Florida
$278K -$31.8K -822 -10%
CPIG
155
Chicago Partners Investment Group
Illinois
$273K
CNWM
156
Clay Northam Wealth Management
California
$271K -$966 -25 -0.4%
GIA
157
Gladstone Institutional Advisory
Florida
$269K -$7.73K -200 -3%
GSWM
158
Greenup Street Wealth Management
Michigan
$269K
LEFP
159
Leading Edge Financial Planning
Tennessee
$266K +$267K +6,915 New
OCFG
160
O'Connor Financial Group
Illinois
$264K +$266K +6,875 New
OC
161
Optima Capital
Oregon
$249K +$250K +6,470 New
SS
162
Sunbelt Securities
Texas
$247K
JWM
163
Jessup Wealth Management
Ohio
$243K +$244K +6,327 New
KFGG
164
Keystone Financial Group (Georgia)
Georgia
$242K +$244K +6,310 New
LBC
165
Leigh Baldwin & Co
New York
$238K +$240K +6,200 New
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$234K +$207K +5,355 +735%
IWM
167
IHT Wealth Management
Illinois
$232K +$234K +6,048 New
BFC
168
Bedel Financial Consulting
Indiana
$231K
NF
169
Nikulski Financial
Iowa
$231K +$17.4K +450 +8%
XF
170
XML Financial
Maryland
$229K -$76.6K -1,984 -25%
BBHC
171
Brown Brothers Harriman & Co
New York
$222K
BWM
172
BCGM Wealth Management
Indiana
$221K
PIAS
173
PCA Investment Advisory Services
Ohio
$218K -$44.1K -1,142 -17%
W
174
WorthPointe
California
$214K +$215K +5,557 New
ML
175
McAdam LLC
Pennsylvania
$204K +$205K +5,313 New