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Innovator US Equity Power Buffer ETF March

181 hedge funds and large institutions have $472M invested in Innovator US Equity Power Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+8
Holders Change %
+4.62%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
46
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
26
Wealth Alliance
New York
$3.41M
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$3.38M -$243K -6,400 -7%
BWM
28
Brown Wealth Management
Illinois
$3.37M -$96.3K -2,540 -3%
BA
29
Bellwether Advisors
Nebraska
$3.32M -$38.6K -1,019 -1%
BPA
30
Beacon Pointe Advisors
California
$3.2M -$1.02M -26,936 -24%
AA
31
Advisory Alpha
Michigan
$3.19M -$15.5K -410 -0.5%
MW
32
MBL Wealth
North Carolina
$3.17M +$2.43M +64,120 +327%
DI
33
Diligent Investors
California
$3.1M
BWM
34
BCS Wealth Management
Tennessee
$3.08M -$4.44K -117 -0.1%
CCG
35
Catalina Capital Group
California
$3.03M +$854K +22,517 +39%
CAM
36
Cresset Asset Management
Illinois
$2.79M
William Blair & Company
37
William Blair & Company
Illinois
$2.71M
AWM
38
AE Wealth Management
Kansas
$2.6M -$46.1M -1,216,131 -95%
AWM
39
Atticus Wealth Management
Florida
$2.55M
YWS
40
Yarger Wealth Strategies
Ohio
$2.51M +$369K +9,730 +17%
CHC
41
City Holding Co
West Virginia
$2.48M -$114K -3,006 -4%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$2.39M -$366K -9,641 -13%
RJA
43
Raymond James & Associates
Florida
$2.16M +$18.4K +484 +0.9%
GCP
44
Gill Capital Partners
Colorado
$2.15M -$5.01K -132 -0.2%
VA
45
Valmark Advisers
Ohio
$2.07M -$2.54K -67 -0.1%
CWS
46
Cypress Wealth Services
California
$2.03M
MML Investors Services
47
MML Investors Services
Massachusetts
$2.03M +$238K +6,265 +13%
KWS
48
Keystone Wealth Services
California
$1.89M -$462K -12,180 -20%
RA
49
RFG Advisory
Alabama
$1.84M +$53.5K +1,412 +3%
NA
50
NewEdge Advisors
Louisiana
$1.84M +$26.7K +703 +1%