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Innovator US Equity Power Buffer ETF July

139 hedge funds and large institutions have $292M invested in Innovator US Equity Power Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 54 reducing their positions, and 18 closing their positions.

Holders
139
Holders Change
-2
Holders Change %
-1.42%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
25
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$72.3M 2,285,870 -79,765 -3%
AWM
2
AE Wealth Management
Kansas
$25.9M 819,855 +166,230 +25%
PCM
3
Penserra Capital Management
California
$17.2M 543,985 +70,950 +15%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$10M 316,442 -7,815 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.82M 310,177 -123,306 -28%
CG
6
Caprock Group
Idaho
$9.63M 304,227 -163 -0.1%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$9.53M 301,167 +240,813 +399%
XF
8
XML Financial
Maryland
$5.95M 187,904 -13,265 -7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.28M 166,804 +10,671 +7%
SWP
10
Summit Wealth Partners
Florida
$5.04M 159,350 -14,907 -9%
WIM
11
WealthPlan Investment Management
Nebraska
$3.9M 123,247 -49,839 -29%
FSA
12
Financial Services Advisory
Maryland
$3.74M 118,255 +2,287 +2%
GSIS
13
Global Strategic Investment Solutions
Arizona
$3.7M 116,901
SEP
14
Southland Equity Partners
Missouri
$3.23M 102,096 +2,509 +3%
DIM
15
Delta Investment Management
California
$3.16M 99,742 +1,322 +1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.09M 97,567 -25,282 -21%
Truist Financial
17
Truist Financial
North Carolina
$3.01M 95,089 -3,606 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.95M 93,238 +5,133 +6%
BA
19
Bellwether Advisors
Nebraska
$2.86M 90,287 -2,312 -2%
EWM
20
Elmwood Wealth Management
California
$2.83M 89,325 +206 +0.2%
WIA
21
World Investment Advisors
California
$2.82M 88,988 +3,645 +4%
ML
22
McAdam LLC
Pennsylvania
$2.79M 88,254 +88,254 New
HI
23
Harbour Investments
Wisconsin
$2.77M 87,683 -6,840 -7%
OWA
24
Outlook Wealth Advisors
Texas
$2.69M 85,139 -3,799 -4%
CAN
25
Cetera Advisor Networks
California
$2.44M 77,064 -5,253 -6%