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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 %
TWM
176
Tradition Wealth Management
Minnesota
$315K -$16.5K -400 -5%
TSW
177
Three Seasons Wealth
Utah
$314K
DAS
178
Diversify Advisory Services
Utah
$310K -$3.48K -85 -1%
SOS
179
Silver Oak Securities
Tennessee
$307K -$612K -14,865 -67%
RGF
180
Retirement Guys Formula
Ohio
$295K
CHC
181
City Holding Co
West Virginia
$287K
CNWM
182
Clay Northam Wealth Management
California
$280K
DWM
183
Dakota Wealth Management
Florida
$267K
BWM
184
Brown Wealth Management
Illinois
$265K -$4.39M -106,680 -94%
BRWA
185
B. Riley Wealth Advisors
Florida
$262K
MCM
186
Mitchell Capital Management
Kansas
$255K
IWM
187
IHT Wealth Management
Illinois
$249K +$249K +6,045 New
KFP
188
KMG Fiduciary Partners
Ohio
$246K
AAS
189
Ameritas Advisory Services
Nebraska
$246K
BAM
190
Belpointe Asset Management
Nevada
$243K
BFA
191
Beacon Financial Advisory
Ohio
$242K
Morgan Stanley
192
Morgan Stanley
New York
$241K -$327K -7,946 -58%
VBFP
193
Valtinson Bruner Financial Planning
Minnesota
$241K
SFM
194
Signet Financial Management
New Jersey
$237K
CIA
195
Cape Investment Advisory
Georgia
$235K -$12.4K -300 -5%
RPGK
196
Retirement Planning Group (Kansas)
Kansas
$234K
JWM
197
Jessup Wealth Management
Ohio
$228K -$8.19K -199 -3%
SFA
198
Sequoia Financial Advisors
Ohio
$223K
EWA
199
EverSource Wealth Advisors
Alabama
$222K +$222K +5,402 New
APP
200
Avantax Planning Partners
Iowa
$221K -$21.4K -519 -9%