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Innovator US Equity Power Buffer ETF July

141 hedge funds and large institutions have $381M invested in Innovator US Equity Power Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+15
Holders Change %
+11.9%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
29
Increased
41
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIS
101
Retirement Income Solutions
Michigan
$328K
Neuberger Berman Group
102
Neuberger Berman Group
New York
$307K +$307K +10,158 New
VWA
103
Visionary Wealth Advisors
Illinois
$297K
MHS
104
M Holdings Securities
Oregon
$295K -$60 -2 -0%
VBFG
105
Vishria Bird Financial Group
Tennessee
$267K
TWP
106
TFO Wealth Partners
Ohio
$267K +$128K +4,318 +93%
RGF
107
Retirement Guys Formula
Ohio
$266K
TF
108
Trek Financial
Arizona
$266K
MW
109
MBL Wealth
North Carolina
$265K +$265K +8,790 New
SAG
110
SageView Advisory Group
California
$261K +$261K +8,655 New
LEFP
111
Leading Edge Financial Planning
Tennessee
$258K +$258K +8,550 New
PA
112
PFG Advisors
Arizona
$253K
CCM
113
Coldstream Capital Management
Washington
$252K +$252K +8,337 New
BFEC
114
Benjamin F. Edwards & Company
Missouri
$247K
CA
115
Corrado Advisors
New Jersey
$245K
CFD
116
Creative Financial Designs
Indiana
$232K +$60.4K +2,000 +35%
SFG
117
Steward Financial Group
Texas
$231K +$231K +7,662 New
CNWM
118
Clay Northam Wealth Management
California
$229K
KWM
119
KFG Wealth Management
Indiana
$228K +$228K +7,565 New
SFM
120
Signet Financial Management
New Jersey
$226K
MW
121
Marcum Wealth
Ohio
$220K
RPGK
122
Retirement Planning Group (Kansas)
Kansas
$218K -$2.39K -79 -1%
W
123
WPWealth
Texas
$216K +$216K +7,156 New
Betterment LLC
124
Betterment LLC
New York
$216K +$216K +7,171 New
VBFP
125
Valtinson Bruner Financial Planning
Minnesota
$209K -$36.4K -1,191 -15%