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Innovator US Equity Power Buffer ETF June

151 hedge funds and large institutions have $456M invested in Innovator US Equity Power Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 60 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+42
Holders Change %
+38.53%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
51
Increased
60
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DI
126
Diligent Investors
California
$238K
CWA
127
Continuum Wealth Advisors
New York
$237K
CAL
128
Capital Analysts LLC
Pennsylvania
$231K
CFD
129
Creative Financial Designs
Indiana
$227K +$15.8K +500 +7%
USCWA
130
U.S. Capital Wealth Advisors
Texas
$224K +$224K +7,058 New
IF
131
Integrity Financial
Wyoming
$217K +$26.2K +828 +14%
UBS Group
132
UBS Group
Switzerland
$127K +$127K +4,017 New
IPW
133
Impact Partnership Wealth
Georgia
$122K +$122K +3,850 New
SHIM
134
Stone House Investment Management
Pennsylvania
$113K +$113K +3,561 New
FA
135
Fiduciary Alliance
South Carolina
$80.9K +$80.9K +2,556 New
PIAS
136
PCA Investment Advisory Services
Ohio
$72.8K +$72.8K +2,300 New
SIS
137
Sound Income Strategies
Florida
$67.4K +$67.4K +2,128 New
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$64.3K +$64.3K +2,030 New
OIA
139
Optimum Investment Advisors
Illinois
$63.3K
OLVIG
140
Oliver Lagore Vanvalin Investment Group
Michigan
$61.3K +$61.3K +1,936 New
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$50.7K +$31.7K +1,000 +167%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$50K +$50K +1,593 New
AF
143
Advisornet Financial
Minnesota
$43.4K +$43.4K +1,370 New
LFG
144
Larson Financial Group
Missouri
$17.8K +$602 +19 +3%
FCAG
145
First Capital Advisors Group
New Jersey
$15.5K +$4.09K +129 +36%
SS
146
Sunbelt Securities
Texas
$14.4K +$14.4K +455 New
CIAS
147
Capital Investment Advisory Services
North Carolina
$14.1K +$14.1K +446 New
SPIA
148
Steward Partners Investment Advisory
New York
$12.5K
Wells Fargo
149
Wells Fargo
California
$11.6K
AWM
150
AllSquare Wealth Management
New York
$10.8K