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Innovator US Equity Power Buffer ETF July

254 hedge funds and large institutions have $1.53B invested in Innovator US Equity Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 32 increasing their positions, 109 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+16
Holders Change %
+6.72%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
34
Increased
32
Reduced
109
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
126
DHJJ Financial Advisors
Illinois
$633K -$2.43K -59 -0.4%
SAG
127
SageView Advisory Group
California
$631K -$410K -9,961 -39%
SW
128
Schulz Wealth
Texas
$611K
AQR Capital Management
129
AQR Capital Management
Connecticut
$601K
WTFG
130
Wood Tarver Financial Group
Idaho
$601K +$601K +14,622 New
Q1WB
131
Quest 10 Wealth Builders
Virginia
$601K +$601K +14,595 New
CWG
132
Cornerstone Wealth Group
North Carolina
$599K
CAC
133
Certified Advisory Corp
Florida
$574K -$6.59K -160 -1%
GI
134
Gradient Investments
Minnesota
$568K -$337K -8,182 -37%
AAP
135
Arax Advisory Partners
Colorado
$562K +$6.96K +169 +1%
FFN
136
Focus Financial Network
Minnesota
$560K -$91.1K -2,213 -14%
Jane Street
137
Jane Street
New York
$546K -$1.04M -25,260 -66%
HI
138
Horizon Investments
North Carolina
$541K +$129K +3,141 +31%
KFGG
139
Keystone Financial Group (Georgia)
Georgia
$539K +$539K +13,083 New
LJAC
140
L.J. Altfest & Co
New York
$530K -$17.3K -420 -3%
LWA
141
Lineweaver Wealth Advisors
Ohio
$522K
Mariner
142
Mariner
Kansas
$519K
YWS
143
Yarger Wealth Strategies
Ohio
$515K -$105K -2,550 -17%
SPC
144
Sigma Planning Corp
Michigan
$514K -$85.6K -2,080 -14%
VWA
145
Visionary Wealth Advisors
Illinois
$512K -$7.12K -173 -1%
AWP
146
Ascent Wealth Partners
New York
$511K
CFP
147
Cypress Financial Planning
New Jersey
$505K -$11.9K -289 -2%
MWM
148
Modern Wealth Management
Kansas
$501K
FFA
149
Farther Finance Advisors
California
$498K +$164K +3,980 +49%
PSCM
150
Per Stirling Capital Management
Texas
$494K +$15.6K +378 +3%