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Innovator US Equity Power Buffer ETF July

149 hedge funds and large institutions have $397M invested in Innovator US Equity Power Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
45
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
126
KMG Fiduciary Partners
Ohio
$228K
SWA
127
Sutton Wealth Advisors
Florida
$226K
MW
128
MBL Wealth
North Carolina
$223K -$3.42K -100 -2%
CWS
129
Cypress Wealth Services
California
$221K +$221K +6,395 New
VWA
130
V Wealth Advisors
Kansas
$213K -$14.1K -412 -6%
BFEC
131
Benjamin F. Edwards & Company
Missouri
$209K -$208K -6,067 -50%
VBFP
132
Valtinson Bruner Financial Planning
Minnesota
$204K +$204K +5,968 New
EWM
133
Evermay Wealth Management
Virginia
$200K +$200K +5,850 New
IPW
134
Impact Partnership Wealth
Georgia
$170K +$170K +4,975 New
TWP
135
TFO Wealth Partners
Ohio
$159K
IF
136
Integrity Financial
Wyoming
$122K +$64.5K +1,884 +112%
Morgan Stanley
137
Morgan Stanley
New York
$102K +$35.8K +1,046 +54%
GWM
138
Geneos Wealth Management
Colorado
$82.9K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$78K +$78K +2,280 New
AIC
140
Archer Investment Corporation
Indiana
$68.4K
OLVIG
141
Oliver Lagore Vanvalin Investment Group
Michigan
$67.9K +$67.9K +1,984 New
AC
142
AlphaCore Capital
California
$65K +$65K +1,900 New
CIA
143
Cape Investment Advisory
Georgia
$41.1K
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$38K -$667K -19,709 -95%
CP
145
Castleview Partners
Texas
$32K
FA
146
Fiduciary Alliance
South Carolina
$23.2K +$23.2K +678 New
SS
147
Sunbelt Securities
Texas
$11.8K -$35.4K -1,035 -75%
WP
148
WealthShield Partners
North Carolina
$11.7K
Fidelity Investments
149
Fidelity Investments
Massachusetts
$34 +$34 +1 New
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
-$1.92M -60,636 Closed