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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
AllianceBernstein
1
AllianceBernstein
Tennessee
$204M +$14M +362,851 +7%
Osaic Holdings
2
Osaic Holdings
Arizona
$52.3M +$28.9M +748,269 +122%
PCM
3
Penserra Capital Management
California
$46.3M +$6.92M +179,145 +17%
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$41.1M +$3.6M +93,074 +10%
BCM
5
Brookstone Capital Management
Illinois
$36.5M +$26.9M +697,531 +276%
William Blair & Company
6
William Blair & Company
Illinois
$24.4M +$9.89M +256,049 +68%
SI
7
Stephens Inc
Arkansas
$23.8M +$9.1M +235,480 +61%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$23.7M +$4.58M +118,658 +24%
HighTower Advisors
9
HighTower Advisors
Illinois
$22.1M +$2.11M +54,664 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13.3M -$1.19M -30,739 -8%
KAS
11
Kestra Advisory Services
Texas
$10.4M +$1.24M +32,111 +14%
Raymond James Financial
12
Raymond James Financial
Florida
$10.2M +$10.3M +265,734 New
FIA
13
Foundations Investment Advisors
Arizona
$9.3M -$54.4K -1,407 -0.6%
LPL Financial
14
LPL Financial
California
$9.12M -$3.31M -85,781 -27%
GSIS
15
Global Strategic Investment Solutions
Arizona
$8.63M -$203K -5,255 -2%
WMA
16
West Michigan Advisors
Michigan
$8.63M +$8.68M +224,612 New
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$8.52M -$3.13K -81 -0%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$8.29M +$1.36M +35,199 +19%
CAM
19
Cresset Asset Management
Illinois
$7.43M +$5.63M +145,670 +305%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$7.33M +$1.55M +40,191 +27%
BPA
21
Beacon Pointe Advisors
California
$7.12M -$53.3K -1,381 -0.7%
WCM
22
Weaver Capital Management
Georgia
$7.11M -$163K -4,216 -2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$5.96M +$3.14M +81,229 +110%
Truist Financial
24
Truist Financial
North Carolina
$5.71M -$6.63M -171,620 -54%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$4.86M +$1.45M +37,427 +42%