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Innovator US Equity Power Buffer ETF December

170 hedge funds and large institutions have $680M invested in Innovator US Equity Power Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 7

121% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 33

50% more capital invested

Capital invested by funds: $452M → $680M (+$228M)

23% more funds holding

Funds holding: 138170 (+32)

6.08% more ownership

Funds ownership: 75.53%81.6% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
170
Holders Change
+32
Holders Change %
+23.19%
% 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
41
Increased
73
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$189M +$65.3M +1,956,220 +57%
BCM
2
Brookstone Capital Management
Illinois
$45.3M +$24.3M +726,110 +129%
SWPG
3
Strategic Wealth Partners Group
Illinois
$40.1M +$2.31M +69,265 +6%
PCM
4
Penserra Capital Management
California
$30.5M +$6.17M +184,743 +27%
HighTower Advisors
5
HighTower Advisors
Illinois
$21.7M +$1.36M +40,861 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$20.1M +$6.29M +188,442 +49%
Osaic Holdings
7
Osaic Holdings
Arizona
$19.7M +$6.33M +189,667 +51%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$15.2M +$551K +16,500 +4%
SI
9
Stephens Inc
Arkansas
$13.6M -$214K -6,400 -2%
William Blair & Company
10
William Blair & Company
Illinois
$13.3M +$12.7M +379,062 New
MW
11
MBL Wealth
North Carolina
$13.1M +$96.4K +2,886 +0.8%
GSIS
12
Global Strategic Investment Solutions
Arizona
$12.1M -$1.83M -54,918 -14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$11.7M +$1.02M +30,540 +10%
Truist Financial
14
Truist Financial
North Carolina
$10M +$962K +28,796 +11%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$9.85M +$3.86M +115,441 +70%
MCM
16
MAI Capital Management
Ohio
$9.48M +$8.18M +244,953 +972%
LNC
17
Lincoln National Corp
Pennsylvania
$9.33M +$1.49M +44,749 +20%
TC
18
TownSquare Capital
Utah
$8.36M +$4.1M +122,849 +107%
BPA
19
Beacon Pointe Advisors
California
$7.27M +$2.05M +61,416 +42%
WCM
20
Weaver Capital Management
Georgia
$6.85M +$6.51M +195,050 New
KAS
21
Kestra Advisory Services
Texas
$5.95M +$3.18M +95,078 +128%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.88M +$1.09M +32,783 +24%
AWM
23
AE Wealth Management
Kansas
$5.78M +$1.71M +51,057 +46%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$4.46M +$637K +19,073 +18%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$4.4M -$54.2K -1,622 -1%