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Innovator US Equity Power Buffer ETF July

205 hedge funds and large institutions have $619M invested in Innovator US Equity Power Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 98 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
2.97%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
17
Increased
30
Reduced
98
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NF
126
Nikulski Financial
Iowa
$513K -$1.33K -35 -0.3%
AFP
127
Ausdal Financial Partners
Iowa
$507K
FCFC
128
First Commonwealth Financial Corp
Pennsylvania
$507K
BFC
129
Bedel Financial Consulting
Indiana
$497K
VWA
130
Visionary Wealth Advisors
Illinois
$467K -$33.1K -871 -7%
CCAL
131
City Center Advisors LLC
Michigan
$462K +$462K +12,174 New
AAP
132
Arax Advisory Partners
Colorado
$441K -$26K -685 -6%
AWM
133
Avior Wealth Management
Nebraska
$429K
CFP
134
Cypress Financial Planning
New Jersey
$426K +$124K +3,268 +41%
AWAP
135
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$425K
CA
136
Continuum Advisory
Idaho
$423K +$31.3K +818 +8%
RJA
137
Raymond James & Associates
Florida
$422K -$81.5K -2,146 -16%
AWAG
138
ARS Wealth Advisors Group
Florida
$415K -$8.09K -213 -2%
RIS
139
Retirement Income Solutions
Michigan
$413K
ASN
140
Advisory Services Network
Georgia
$399K -$674K -17,736 -63%
NAM
141
NorthCrest Asset Manangement
Minnesota
$396K
PA
142
PFG Advisors
Arizona
$393K -$21.5K -567 -5%
Neuberger Berman Group
143
Neuberger Berman Group
New York
$386K
CPA
144
Clear Point Advisors
New York
$382K
AWP
145
Ascent Wealth Partners
New York
$374K
Cerity Partners
146
Cerity Partners
New York
$369K
MCM
147
MAI Capital Management
Ohio
$363K -$1.68M -44,209 -82%
YWS
148
Yarger Wealth Strategies
Ohio
$356K -$92.6K -2,438 -21%
AGWCA
149
Annis Gardner Whiting Capital Advisors
Florida
$348K
VBFG
150
Vishria Bird Financial Group
Tennessee
$336K