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Innovator US Equity Power Buffer ETF June

144 hedge funds and large institutions have $409M invested in Innovator US Equity Power Buffer ETF June in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-7
Holders Change %
-4.64%
% of All Funds
2.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
8
Increased
16
Reduced
72
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
126
Creative Financial Designs
Indiana
$175K -$50.1K -1,600 -22%
IPW
127
Impact Partnership Wealth
Georgia
$159K +$38.5K +1,229 +32%
SHIM
128
Stone House Investment Management
Pennsylvania
$110K -$1.25K -40 -1%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$102K -$434K -13,938 -81%
JPMorgan Chase & Co
130
JPMorgan Chase & Co
New York
$98.4K -$213K -6,811 -68%
Morgan Stanley
131
Morgan Stanley
New York
$93.9K +$93.9K +3,000 New
SIS
132
Sound Income Strategies
Florida
$66.6K
OIA
133
Optimum Investment Advisors
Illinois
$62.6K
UBS Group
134
UBS Group
Switzerland
$57.4K -$68.4K -2,185 -54%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$51.3K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$50K
AF
137
Advisornet Financial
Minnesota
$42.9K
LFG
138
Larson Financial Group
Missouri
$17.6K
CIAS
139
Capital Investment Advisory Services
North Carolina
$14K
SPIA
140
Steward Partners Investment Advisory
New York
$12.3K
OLVIG
141
Oliver Lagore Vanvalin Investment Group
Michigan
$11.9K -$48.7K -1,557 -80%
AWM
142
AllSquare Wealth Management
New York
$11K
WP
143
WealthShield Partners
North Carolina
$10.3K
AWA
144
Authentikos Wealth Advisory
California
$9.74K +$9.74K +311 New
PCS
145
Personal CFO Solutions
New Jersey
-$16.3M -513,351 Closed
GS
146
GTS Securities
New York
-$661K -20,886 Closed
MAM
147
Milestone Asset Management
Pennsylvania
-$482K -15,207 Closed
SFG
148
Steward Financial Group
Texas
-$386K -12,192 Closed
Citadel Advisors
149
Citadel Advisors
Florida
-$296K -9,342 Closed
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
-$292K -9,223 Closed