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Innovator US Equity Power Buffer ETF March

129 hedge funds and large institutions have $279M invested in Innovator US Equity Power Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
11
Reduced
64
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
76
Summit Wealth Partners
Florida
$425K -$176K -4,951 -29%
MHS
77
M Holdings Securities
Oregon
$416K -$4.13K -116 -1%
RA
78
RFG Advisory
Alabama
$414K
CAL
79
Capital Analysts LLC
Pennsylvania
$400K
FFA
80
Fragasso Financial Advisors
Pennsylvania
$386K
SAF
81
Smith Anglin Financial
Texas
$385K -$45.9K -1,289 -11%
HI
82
Harbour Investments
Wisconsin
$383K
PWA
83
Pillar Wealth Advisors
Pennsylvania
$383K
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$383K -$20.8K -585 -5%
SPC
85
Sigma Planning Corp
Michigan
$368K -$193K -5,430 -34%
DI
86
Diligent Investors
California
$360K
FNWA
87
Financial Network Wealth Advisors
Utah
$357K +$357K +10,024 New
CA
88
Continuum Advisory
Idaho
$354K +$46.7K +1,312 +15%
CPIG
89
Chicago Partners Investment Group
Illinois
$345K -$62.1K -1,729 -15%
PWMG
90
Pinnacle Wealth Management Group
Michigan
$342K
BFC
91
Bedel Financial Consulting
Indiana
$341K
KWM
92
Kingsview Wealth Management
Oregon
$325K +$10.7K +299 +3%
ETIA
93
Epic Trust Investment Advisors
Washington
$324K
SCM
94
Schnieders Capital Management
California
$303K
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$281K -$4.26M -119,579 -94%
ASN
96
Advisory Services Network
Georgia
$281K
CNWM
97
Clay Northam Wealth Management
California
$277K
SOS
98
Silver Oak Securities
Tennessee
$271K +$153K +4,293 +129%
CWG
99
Crown Wealth Group
North Carolina
$271K
CIA
100
Cape Investment Advisory
Georgia
$253K