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Innovator US Equity Power Buffer ETF February
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Overview Fund Activity

177 hedge funds and large institutions have $581M invested in Innovator US Equity Power Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+39
Holders Change %
+28.26%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
51
Increased
79
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
$74.1M
2
BCM
Brookstone Capital Management
Illinois
$37.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
$104M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$13.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$19.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63.2K
2
SIA
Soltis Investment Advisors
Utah
$205K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$5.74M
4
OMC
Old Mission Capital
Illinois
$0
5
TI
tru Independence
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
126
Mariner
Kansas
$389K +$389K +11,378 New
CFP
127
Cypress Financial Planning
New Jersey
$368K +$104K +3,040 +39%
CAL
128
Capital Analysts LLC
Pennsylvania
$367K +$367K +10,746 New
OWA
129
Outlook Wealth Advisors
Texas
$353K +$138K +4,042 +64%
TFS
130
Thoroughbred Financial Services
Tennessee
$341K – – –
CG
131
Castellan Group
Kentucky
$340K +$340K +9,965 New
WP
132
WealthPLAN Partners
Nebraska
$340K +$340K +9,946 New
SOS
133
Silver Oak Securities
Tennessee
$333K -$90K -2,636 -21%
SWP
134
Summit Wealth Partners
Florida
$324K +$324K +9,473 New
PA
135
PFG Advisors
Arizona
$310K +$310K +9,081 New
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$293K +$158K +4,611 +117%
BWM
137
Brown Wealth Management
Illinois
$288K +$7.72K +226 +3%
DIM
138
Delta Investment Management
California
$281K +$281K +8,213 New
SSW
139
Smith Shellnut Wilson
Mississippi
$281K +$281K +8,212 New
SS
140
Sunbelt Securities
Texas
$275K – – –
CCG
141
Catalina Capital Group
California
$272K +$20.5K +600 +8%
MA
142
Mutual Advisors
Nebraska
$267K -$3.08K -90 -1%
FFA
143
Fragasso Financial Advisors
Pennsylvania
$263K – – –
Bank of America
144
Bank of America
North Carolina
$258K +$258K +7,550 New
Creative Planning
145
Creative Planning
Kansas
$254K -$100K -2,941 -28%
PS
146
Principal Securities
Iowa
$244K +$244K +7,150 New
GTAM
147
Global Trust Asset Management
Florida
$239K – – –
NFG
148
Nations Financial Group
Iowa
$238K -$91.2K -2,670 -28%
OCFG
149
O'Connor Financial Group
Illinois
$237K +$237K +6,937 New
DAS
150
Dynamic Advisor Solutions
Arizona
$228K +$13.4K +393 +6%
4 5
6
7 8