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Innovator US Equity Power Buffer ETF June

160 hedge funds and large institutions have $454M invested in Innovator US Equity Power Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 10 increasing their positions, 77 reducing their positions, and 11 closing their positions.

Holders
160
Holders Change
+5
Holders Change %
+3.23%
% of All Funds
2.13%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
10
Reduced
77
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
126
WealthPlan Investment Management
Nebraska
$252K +$252K +6,718 New
CNWM
127
Clay Northam Wealth Management
California
$251K -$750 -20 -0.3%
LF
128
Lantz Financial
Illinois
$240K
IF
129
Integrity Financial
Wyoming
$240K
SPWM
130
Straight Path Wealth Management
Michigan
$240K
BFC
131
Bedel Financial Consulting
Indiana
$240K -$6.1K -160 -2%
VWA
132
Visionary Wealth Advisors
Illinois
$235K -$13.5K -361 -5%
FCM
133
Firestone Capital Management
Florida
$225K
FFA
134
Farther Finance Advisors
California
$212K +$212K +5,654 New
AWA
135
Arkadios Wealth Advisors
Georgia
$211K -$47.8K -1,274 -18%
MCM
136
Mitchell Capital Management
Kansas
$210K
KFGG
137
Keystone Financial Group (Georgia)
Georgia
$207K +$207K +5,515 New
CFD
138
Creative Financial Designs
Indiana
$198K -$67.5K -1,800 -25%
AF
139
Advisornet Financial
Minnesota
$191K
PS
140
Principal Securities
Iowa
$154K
SPIA
141
Steward Partners Investment Advisory
New York
$148K
CFG
142
Chapman Financial Group
Hawaii
$128K +$128K +3,400 New
WTFG
143
Wood Tarver Financial Group
Idaho
$124K +$124K +3,326 New
FNWA
144
Financial Network Wealth Advisors
Utah
$105K -$48.3K -1,286 -31%
WWM
145
Wagner Wealth Management
South Carolina
$74.7K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$60K
BWM
147
Bernard Wealth Management
Michigan
$34.2K +$34.2K +911 New
Wells Fargo
148
Wells Fargo
California
$33K +$33K +879 New
SMAM
149
Sugar Maple Asset Management
Wisconsin
$30.5K +$30.5K +812 New
CIAS
150
Capital Investment Advisory Services
North Carolina
$17.9K