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Innovator US Equity Power Buffer ETF June

155 hedge funds and large institutions have $475M invested in Innovator US Equity Power Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 71 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-5
Holders Change %
-3.13%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
32
Reduced
71
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
101
Dakota Wealth Management
Florida
$473K -$1.36M -36,998 -74%
ASN
102
Advisory Services Network
Georgia
$467K
FIA
103
Foundations Investment Advisors
Arizona
$466K -$4.35M -118,002 -90%
FA
104
Faithward Advisors
Pennsylvania
$460K +$460K +12,479 New
BBPWM
105
Blue Bell Private Wealth Management
Pennsylvania
$430K -$5.9K -160 -1%
DI
106
Diligent Investors
California
$419K -$184 -5 -0%
WP
107
WealthPLAN Partners
Nebraska
$419K -$669K -18,149 -62%
VBFP
108
Valtinson Bruner Financial Planning
Minnesota
$415K
BWP
109
Balboa Wealth Partners
Arizona
$404K -$1.82M -49,312 -82%
WFAG
110
Worth Financial Advisory Group
North Carolina
$401K
JCM
111
Jacobi Capital Management
Pennsylvania
$400K +$400K +10,850 New
Citadel Advisors
112
Citadel Advisors
Florida
$395K +$43.1K +1,168 +12%
BWM
113
BCGM Wealth Management
Indiana
$368K -$16K -435 -4%
CWA
114
Continuum Wealth Advisors
New York
$348K
EWM
115
Elmwood Wealth Management
California
$343K +$36.9K +1,000 +12%
Betterment LLC
116
Betterment LLC
New York
$340K +$4.1K +111 +1%
CCM
117
Coldstream Capital Management
Washington
$339K +$339K +9,200 New
AWM
118
Atticus Wealth Management
Florida
$329K
FWIA
119
Fort Washington Investment Advisors
Ohio
$325K
RPGK
120
Retirement Planning Group (Kansas)
Kansas
$294K
RIS
121
Retirement Income Solutions
Michigan
$293K
BFA
122
Beacon Financial Advisory
Ohio
$286K -$11.1K -300 -4%
SPC
123
Sigma Planning Corp
Michigan
$284K -$93.6K -2,537 -25%
CAL
124
Capital Analysts LLC
Pennsylvania
$281K
TF
125
Trek Financial
Arizona
$270K +$3.17K +86 +1%