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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 %
LFAS
151
Level Four Advisory Services
Texas
$335K
CAC
152
Certified Advisory Corp
Florida
$331K -$1.69M -44,450 -84%
Betterment LLC
153
Betterment LLC
New York
$330K +$4.86K +128 +1%
FFG
154
Frisch Financial Group
New York
$321K -$105K -2,773 -25%
AF
155
Allworth Financial
California
$321K -$9.28M -244,388 -97%
CWG
156
Cornerstone Wealth Group
North Carolina
$316K +$316K +8,319 New
MPCL
157
My Personal CFO LLC
Washington
$312K -$22.3K -588 -7%
ACM
158
Avalon Capital Management
California
$307K -$15.1K -397 -5%
MCM
159
Mitchell Capital Management
Kansas
$295K
TWM
160
Tradition Wealth Management
Minnesota
$284K +$284K +7,475 New
CHC
161
City Holding Co
West Virginia
$282K -$3.42K -90 -1%
CBFP
162
Cedar Brook Financial Partners
Ohio
$282K -$81.3K -2,140 -22%
RGF
163
Retirement Guys Formula
Ohio
$272K
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$272K +$272K +7,162 New
BCI
165
Brinker Capital Investments
Pennsylvania
$271K +$48.9K +1,287 +22%
OPS
166
Orion Portfolio Solutions
Nebraska
$271K +$48.9K +1,287 +22%
CNWM
167
Clay Northam Wealth Management
California
$262K
RPGK
168
Retirement Planning Group (Kansas)
Kansas
$248K -$26.1K -686 -10%
ETIA
169
Epic Trust Investment Advisors
Washington
$247K
SFM
170
Signet Financial Management
New Jersey
$246K
KWM
171
Kingsview Wealth Management
Oregon
$239K -$347K -9,124 -59%
AAS
172
Ameritas Advisory Services
Nebraska
$227K -$600K -15,789 -73%
APP
173
Avantax Planning Partners
Iowa
$227K +$227K +5,964 New
BRWA
174
B. Riley Wealth Advisors
Florida
$226K +$226K +6,698 New
KFP
175
KMG Fiduciary Partners
Ohio
$226K