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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 %
MWS
126
Maxwell Wealth Strategies
California
$266K
CFD
127
Creative Financial Designs
Indiana
$261K
AWA
128
Arkadios Wealth Advisors
Georgia
$255K -$22.1K -600 -8%
CNWM
129
Clay Northam Wealth Management
California
$247K -$146K -3,950 -37%
VWA
130
Visionary Wealth Advisors
Illinois
$244K -$590 -16 -0.2%
BFC
131
Bedel Financial Consulting
Indiana
$238K
LF
132
Lantz Financial
Illinois
$236K
IF
133
Integrity Financial
Wyoming
$236K
SPWM
134
Straight Path Wealth Management
Michigan
$236K -$15.6K -424 -6%
SEIA
135
Signature Estate & Investment Advisors
California
$235K -$45.5K -1,234 -16%
FCM
136
Firestone Capital Management
Florida
$221K
MCM
137
Mitchell Capital Management
Kansas
$207K -$85.9K -2,330 -29%
AF
138
Advisornet Financial
Minnesota
$187K
PS
139
Principal Securities
Iowa
$152K
FNWA
140
Financial Network Wealth Advisors
Utah
$151K +$94.3K +2,556 +167%
SPIA
141
Steward Partners Investment Advisory
New York
$146K -$101K -2,745 -41%
UBS Group
142
UBS Group
Switzerland
$79.4K +$65.7K +1,782 +480%
WWM
143
Wagner Wealth Management
South Carolina
$73.4K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$59K -$2.15K -58 -4%
Barclays
145
Barclays
United Kingdom
$46K +$46K +1,254 New
CB
146
CNB Bank
Pennsylvania
$36.2K
CIAS
147
Capital Investment Advisory Services
North Carolina
$17.6K
CHC
148
City Holding Co
West Virginia
$15.9K
AWM
149
AllSquare Wealth Management
New York
$12.9K
Kovitz Investment Group Partners
150
Kovitz Investment Group Partners
Illinois
$12.2K -$832 -22,557 -6%