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Innovator US Equity Power Buffer ETF March

172 hedge funds and large institutions have $420M invested in Innovator US Equity Power Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-9
Holders Change %
-4.97%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
23
Reduced
85
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
51
Cypress Wealth Services
California
$1.66M -$449K -11,428 -21%
CAC
52
Certified Advisory Corp
Florida
$1.6M
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.56M -$1.95M -49,631 -56%
WCM
54
Weaver Capital Management
Georgia
$1.54M -$54.5K -1,389 -3%
PWMG
55
Pinnacle Wealth Management Group
Michigan
$1.52M
MSFS
56
Main Street Financial Solutions
Pennsylvania
$1.45M -$216K -5,500 -13%
SWA
57
Stratos Wealth Advisors
Ohio
$1.44M -$170K -4,334 -11%
CRWM
58
Castle Rock Wealth Management
California
$1.43M
CWG
59
Cornerstone Wealth Group
North Carolina
$1.42M -$113K -2,875 -7%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.38M +$1.38M +35,098 New
LWM
61
Lakeridge Wealth Management
Ohio
$1.37M -$15K -383 -1%
SCA
62
Stuart Chaussee & Associates
California
$1.34M
RAS
63
RPS Advisory Solutions
Kentucky
$1.31M -$12.4K -316 -0.9%
FIA
64
Foundations Investment Advisors
Arizona
$1.29M +$348K +8,874 +37%
TF
65
Trek Financial
Arizona
$1.29M -$510 -13 -0%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$22.4K +571 +2%
IA
67
IFP Advisors
Florida
$1.28M +$943K +24,030 +283%
CW
68
CreativeOne Wealth
Kansas
$1.26M -$6.56K -167 -0.5%
W
69
WorthPointe
California
$1.23M -$18.6K -474 -1%
HF
70
HRT Financial
New York
$1.18M +$954K +24,320 +430%
BIM
71
Bullseye Investment Management
Ohio
$1.15M -$81.1K -2,027 -7%
BWM
72
Brown Wealth Management
Illinois
$1.15M -$2.34M -59,691 -67%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.08M -$50.5K -1,293 -4%
FNWA
74
Financial Network Wealth Advisors
Utah
$1.06M
FCFC
75
First Commonwealth Financial Corp
Pennsylvania
$1.03M -$102K -2,609 -9%