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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 %
SFA
151
Sequoia Financial Advisors
Ohio
$286K
CHC
152
City Holding Co
West Virginia
$281K -$1.01K -30 -0.4%
CAG
153
Csenge Advisory Group
Florida
$277K +$277K +8,233 New
Betterment LLC
154
Betterment LLC
New York
$267K +$25.8K +764 +11%
EWM
155
Evermay Wealth Management
Virginia
$266K +$68.5K +2,034 +35%
RPGK
156
Retirement Planning Group (Kansas)
Kansas
$243K
RGF
157
Retirement Guys Formula
Ohio
$241K
PFA
158
Plotkin Financial Advisors
Maryland
$240K +$240K +7,129 New
CNWM
159
Clay Northam Wealth Management
California
$233K +$233K +6,910 New
BRWA
160
B. Riley Wealth Advisors
Florida
$226K
KFP
161
KMG Fiduciary Partners
Ohio
$225K
PCS
162
Personal CFO Solutions
New Jersey
$224K +$224K +6,645 New
IPW
163
Impact Partnership Wealth
Georgia
$222K +$54.4K +1,615 +32%
SFM
164
Signet Financial Management
New Jersey
$218K -$33.9K -1,006 -13%
AC
165
Applied Capital
Arkansas
$214K -$66.2K -1,963 -24%
AWA
166
Arkadios Wealth Advisors
Georgia
$203K +$203K +6,025 New
Royal Bank of Canada
167
Royal Bank of Canada
Ontario, Canada
$202K +$164K +4,853 +432%
VBFP
168
Valtinson Bruner Financial Planning
Minnesota
$201K
TWP
169
TFO Wealth Partners
Ohio
$159K
CIAS
170
Capital Investment Advisory Services
North Carolina
$130K +$130K +3,870 New
IF
171
Integrity Financial
Wyoming
$120K
Morgan Stanley
172
Morgan Stanley
New York
$89.1K -$11.3K -336 -11%
GWM
173
Geneos Wealth Management
Colorado
$81.6K
AC
174
AlphaCore Capital
California
$64K
CIA
175
Cape Investment Advisory
Georgia
$63.7K +$23.3K +690 +58%