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Innovator US Equity Power Buffer ETF July

149 hedge funds and large institutions have $397M invested in Innovator US Equity Power Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
45
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$105M 3,055,361 +769,491 +34%
AWM
2
AE Wealth Management
Kansas
$33.2M 969,510 +149,655 +18%
PCM
3
Penserra Capital Management
California
$20.8M 606,913 +62,928 +12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.8M 520,229 -582,712 -53%
Osaic Holdings
5
Osaic Holdings
Arizona
$17.4M 509,785 +199,608 +64%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.8M 343,748 +176,944 +106%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$11.2M 326,999 +10,557 +3%
DIM
8
Delta Investment Management
California
$8.11M 237,088 +137,346 +138%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.11M 207,836 +114,598 +123%
BCM
10
Brookstone Capital Management
Illinois
$6.37M 187,397 +118,391 +172%
SWPG
11
Strategic Wealth Partners Group
Illinois
$6.21M 181,446 +178,119 +5,354%
CG
12
Caprock Group
Idaho
$6.05M 176,818 -127,409 -42%
OWA
13
Outlook Wealth Advisors
Texas
$6.01M 175,737 +90,598 +106%
SWP
14
Summit Wealth Partners
Florida
$5.19M 151,742 -7,608 -5%
FSA
15
Financial Services Advisory
Maryland
$4M 117,026 -1,229 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.98M 116,283 +18,716 +19%
GSIS
17
Global Strategic Investment Solutions
Arizona
$3.93M 114,829 -2,072 -2%
CA
18
CoreCap Advisors
Michigan
$3.84M 112,266 +112,266 New
SEP
19
Southland Equity Partners
Missouri
$3.67M 107,355 +5,259 +5%
WIM
20
WealthPlan Investment Management
Nebraska
$3.43M 100,208 -23,039 -19%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.4M 99,484 -201,683 -67%
XF
22
XML Financial
Maryland
$3.32M 97,061 -90,843 -48%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$3.25M 94,953 +83,900 +759%
Truist Financial
24
Truist Financial
North Carolina
$3.17M 92,598 -2,491 -3%
EWM
25
Elmwood Wealth Management
California
$3.04M 88,764 -561 -0.6%