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Innovator US Equity Power Buffer ETF February
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Overview Fund Activity

138 hedge funds and large institutions have $333M invested in Innovator US Equity Power Buffer ETF February in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
24
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$9.83M
3
SIA
3
Soltis Investment Advisors
Utah
$9.27M
4
PCM
4
Penserra Capital Management
California
$30.2M
5
KAS
5
Kestra Advisory Services
Texas
$5.05M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$83.3M
2
MMA
2
Miracle Mile Advisors
California
$8.82M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.5M
5
BA
5
Bellwether Advisors
Nebraska
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
126
PFS Partners
New Jersey
$105K – – –
Morgan Stanley
127
Morgan Stanley
New York
$74.8K -$19.8K -605 -21%
UBS Group
128
UBS Group
Switzerland
$74.6K +$7.28K +223 +11%
GI
129
Gradient Investments
Minnesota
$69.3K – – –
AF
130
Advisornet Financial
Minnesota
$67.7K – – –
WWM
131
Wagner Wealth Management
South Carolina
$65.3K +$65.3K +2,000 New
EPW
132
Evergreen Private Wealth
Colorado
$63.2K +$63.2K +1,937 New
WP
133
WealthShield Partners
North Carolina
$55.5K – – –
CHC
134
City Holding Co
West Virginia
$22.8K – – –
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$16.3K – – –
BWM
136
Baystate Wealth Management
Massachusetts
$8.46K – – –
OIA
137
Optimum Investment Advisors
Illinois
$8.16K – – –
LFG
138
Larson Financial Group
Missouri
$620 – – –
CA
139
Corrado Advisors
New Jersey
– -$1.08M -35,389 Closed
Citadel Advisors
140
Citadel Advisors
Florida
– -$955K -31,347 Closed
AGA
141
Accuvest Global Advisors
Utah
– -$520K -17,060 Closed
MAM
142
Milestone Asset Management
Pennsylvania
– -$402K -13,229 Closed
CA
143
Calton & Associates
Florida
– -$285K -9,357 Closed
VIM
144
Vista Investment Management
Pennsylvania
– -$273K -8,971 Closed
SWP
145
Summit Wealth Partners
Florida
– -$263K -8,622 Closed
CWM
146
Congress Wealth Management
Massachusetts
– -$237K -7,769 Closed
VAG
147
VisionPoint Advisory Group
Texas
– -$38.6K -1,268 Closed
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