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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
MWP
176
Madison Wealth Partners
Wisconsin
$202K +$204K +5,268 New
HSWM
177
Hubbell Strickland Wealth Management
Louisiana
$201K
CIA
178
Cape Investment Advisory
Georgia
$200K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$196K
AIC
180
Archer Investment Corporation
Indiana
$158K
WP
181
WealthShield Partners
North Carolina
$134K +$135K +3,500 New
BWM
182
Bernard Wealth Management
Michigan
$117K +$117K +3,037 New
SFGP
183
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$114K +$115K +2,976 New
PS
184
Principal Securities
Iowa
$113K +$17.2K +445 +18%
JP Morgan Chase
185
JP Morgan Chase
New York
$108K +$7.57K +196 +8%
OP
186
ORG Partners
Indiana
$96K +$96.6K +2,500 New
SMAM
187
Sugar Maple Asset Management
Wisconsin
$92.3K +$92.8K +2,403 New
BBPWM
188
Blue Bell Private Wealth Management
Pennsylvania
$90.7K
CFD
189
Creative Financial Designs
Indiana
$86.4K +$38.6K +1,000 +80%
FNWA
190
Financial Network Wealth Advisors
Utah
$84.8K -$73.6K -1,905 -46%
EWA
191
EverSource Wealth Advisors
Alabama
$76.3K
WWMSC
192
Wagner Wealth Management (South Carolina)
South Carolina
$76.1K
AF
193
Allworth Financial
California
$70.7K
EPW
194
Evergreen Private Wealth
Colorado
$67.9K
Royal Bank of Canada
195
Royal Bank of Canada
Ontario, Canada
$61K +$61.6K +1,595 New
Morgan Stanley
196
Morgan Stanley
New York
$57.6K +$57.9K +1,500 New
SCA
197
Stuart Chaussee & Associates
California
$42.3K
WA
198
Whipplewood Advisors
Colorado
$33.4K +$33.6K +870 New
CIAS
199
Capital Investment Advisory Services
North Carolina
$21.6K +$19.8K +513 +1,026%
NWMP
200
Noble Wealth Management PBC
Colorado
$17.3K +$17.4K +450 New