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Innovator US Equity Power Buffer ETF July

186 hedge funds and large institutions have $745M invested in Innovator US Equity Power Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+37
Holders Change %
+24.83%
% of All Funds
2.97%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.13%
New
44
Increased
94
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
126
Visionary Wealth Advisors
Illinois
$443K +$112K +3,324 +34%
BFC
127
Bedel Financial Consulting
Indiana
$441K
SWA
128
Sutton Wealth Advisors
Florida
$421K +$198K +5,876 +89%
AAP
129
Arax Advisory Partners
Colorado
$412K
CBFP
130
Cedar Brook Financial Partners
Ohio
$404K +$88K +2,612 +28%
GCP
131
Gill Capital Partners
Colorado
$402K +$402K +11,926 New
SWA
132
Stratos Wealth Advisors
Ohio
$392K -$253K -7,504 -39%
AWM
133
Avior Wealth Management
Nebraska
$381K
YWS
134
Yarger Wealth Strategies
Ohio
$379K +$379K +11,243 New
FFG
135
Frisch Financial Group
New York
$378K +$378K +11,229 New
AWAP
136
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$377K +$377K +11,200 New
AWAG
137
ARS Wealth Advisors Group
Florida
$376K -$98.4K -2,919 -21%
PA
138
PFG Advisors
Arizona
$375K +$94.4K +2,802 +34%
CFP
139
Cypress Financial Planning
New Jersey
$375K +$48.9K +1,451 +15%
RIS
140
Retirement Income Solutions
Michigan
$366K
LFAS
141
Level Four Advisory Services
Texas
$356K -$57.5K -1,705 -14%
NAM
142
NorthCrest Asset Manangement
Minnesota
$348K
Neuberger Berman Group
143
Neuberger Berman Group
New York
$342K
Cerity Partners
144
Cerity Partners
New York
$338K
AWP
145
Ascent Wealth Partners
New York
$332K +$332K +9,840 New
MPCL
146
My Personal CFO LLC
Washington
$330K +$56.1K +1,664 +20%
AGWCA
147
Annis Gardner Whiting Capital Advisors
Florida
$309K +$309K +9,161 New
ZIMP
148
Zimmermann Investment Management & Planning
Pennsylvania
$299K +$299K +8,873 New
VBFG
149
Vishria Bird Financial Group
Tennessee
$298K
LEFP
150
Leading Edge Financial Planning
Tennessee
$294K +$31.2K +925 +12%