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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 %
AWA
201
Arete Wealth Advisors
Illinois
$221K
IIA
202
Integral Investment Advisors
California
$217K
SCM
203
Schnieders Capital Management
California
$216K
LBC
204
Leigh Baldwin & Co
New York
$214K +$214K +5,200 New
Betterment LLC
205
Betterment LLC
New York
$213K -$105K -2,566 -33%
WFS
206
WealthGarden F.S.
California
$212K -$172K -4,183 -45%
ACM
207
Advance Capital Management
Michigan
$210K
WC
208
Waterloo Capital
Texas
$202K +$202K +4,904 New
TIM
209
Thompson Investment Management
Wisconsin
$183K +$183K +4,437 New
NB
210
NBT Bank
New York
$164K
Bank of America
211
Bank of America
North Carolina
$159K
S
212
SignatureFD
Georgia
$134K
IF
213
Integrity Financial
Wyoming
$129K
LIS
214
Legacy Investment Solutions
Idaho
$107K
LWMI
215
Legacy Wealth Management (Idaho)
Idaho
$107K
US Bancorp
216
US Bancorp
Minnesota
$100K
GWM
217
Geneos Wealth Management
Colorado
$99.7K
BlackRock
218
BlackRock
New York
$97.1K +$97.1K +2,359 New
CIAS
219
Capital Investment Advisory Services
North Carolina
$95.6K
WWM
220
Wagner Wealth Management
South Carolina
$82.3K
AC
221
AlphaCore Capital
California
$78.2K
FNWA
222
Financial Network Wealth Advisors
Utah
$69.7K -$170K -4,131 -71%
NWMP
223
Noble Wealth Management PBC
Colorado
$67.9K +$67.9K +1,650 New
SMAM
224
Sugar Maple Asset Management
Wisconsin
$67.1K +$67.1K +1,630 New
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$60.6K