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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 %
CFS
76
CRA Financial Services
New Jersey
$1.01M -$53K -1,350 -5%
SWM
77
Spire Wealth Management
Virginia
$1.01M -$35.2K -897 -3%
AWAG
78
ARS Wealth Advisors Group
Florida
$930K -$84.5K -2,152 -8%
LWA
79
Lineweaver Wealth Advisors
Ohio
$891K
NFG
80
Nations Financial Group
Iowa
$886K +$13.3K +340 +2%
CB
81
Chris Bulman
California
$856K -$293K -7,465 -26%
SFA
82
Sequoia Financial Advisors
Ohio
$822K -$432 -11 -0.1%
OWA
83
ORBA Wealth Advisors
Illinois
$806K -$40.4K -1,030 -5%
RPGK
84
Retirement Planning Group (Kansas)
Kansas
$801K +$18.7K +477 +2%
UBS Group
85
UBS Group
Switzerland
$724K +$703K +17,910 +3,386%
ASN
86
Advisory Services Network
Georgia
$722K
FA
87
FSA Advisors
Michigan
$693K -$228K -5,802 -25%
VBFG
88
Vishria Bird Financial Group
Tennessee
$687K
S
89
SignatureFD
Georgia
$678K
SB
90
Strategic Blueprint
Georgia
$671K -$146K -3,710 -18%
KWM
91
Kingsview Wealth Management
Oregon
$669K -$5.22K -133 -0.8%
OPS
92
Orion Portfolio Solutions
Nebraska
$646K -$12.6K -322 -2%
BCI
93
Brinker Capital Investments
Pennsylvania
$646K -$12.6K -322 -2%
Mariner
94
Mariner
Kansas
$638K -$21.6K -550 -3%
AAS
95
Avantax Advisory Services
Texas
$629K
OCM
96
Orion Capital Management
California
$615K -$19.6K -500 -3%
BEI
97
Benjamin Edwards Inc
Missouri
$605K +$605K +15,411 New
AAP
98
Arax Advisory Partners
Colorado
$572K -$2.2K -56 -0.4%
CPRC
99
Consolidated Portfolio Review Corp
New York
$570K
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$568K