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Innovator US Equity Power Buffer ETF March

130 hedge funds and large institutions have $338M invested in Innovator US Equity Power Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
24
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TF
76
Trek Financial
Arizona
$470K -$1.11K -33 -0.2%
AAP
77
Arax Advisory Partners
Colorado
$441K
EWM
78
Evermay Wealth Management
Virginia
$432K
RA
79
RFG Advisory
Alabama
$393K
CPIG
80
Chicago Partners Investment Group
Illinois
$385K -$108K -3,173 -22%
FANJ
81
Financial Architects (New Jersey)
New Jersey
$376K
HI
82
Harbour Investments
Wisconsin
$370K -$103K -3,040 -22%
FFA
83
Fragasso Financial Advisors
Pennsylvania
$366K
CBFP
84
Cedar Brook Financial Partners
Ohio
$366K -$235K -6,950 -39%
SAF
85
Smith Anglin Financial
Texas
$363K
PWA
86
Pillar Wealth Advisors
Pennsylvania
$363K
SFG
87
Steward Financial Group
Texas
$351K -$53.2K -1,576 -13%
JWBC
88
John W. Brooker & Co
California
$346K +$73.1K +2,165 +27%
DI
89
Diligent Investors
California
$342K
PWMG
90
Pinnacle Wealth Management Group
Michigan
$324K
BFC
91
Bedel Financial Consulting
Indiana
$324K
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$322K +$322K +9,533 New
SWM
93
Sugarloaf Wealth Management
Georgia
$318K
OIA
94
OneDigital Investment Advisors
Kansas
$314K +$4.22K +125 +1%
CWG
95
Crown Wealth Group
North Carolina
$311K -$128K -3,802 -29%
ASN
96
Advisory Services Network
Georgia
$309K -$33.8K -1,000 -10%
BRWA
97
B. Riley Wealth Advisors
Florida
$307K -$5.23K -155 -2%
ETIA
98
Epic Trust Investment Advisors
Washington
$307K
RW
99
RVW Wealth
California
$305K +$305K +9,034 New
KWM
100
Kingsview Wealth Management
Oregon
$298K +$56.7K +1,678 +23%