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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 %
BRWA
101
B. Riley Wealth Advisors
Florida
$247K -$69.3K -1,945 -22%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$234K +$234K +6,576 New
AF
103
Advisornet Financial
Minnesota
$233K
IA
104
IFP Advisors
Florida
$230K -$25.9K -728 -10%
PCA
105
Prosperity Capital Advisors
Ohio
$227K +$227K +6,365 New
NF
106
Nikulski Financial
Iowa
$226K
SWM
107
Sugarloaf Wealth Management
Georgia
$224K -$57.9K -1,625 -21%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$221K
BCM
109
Beck Capital Management
Texas
$218K -$7.12K -200 -3%
MA
110
Mutual Advisors
Nebraska
$206K +$206K +5,788 New
WCG
111
Weaver Consulting Group
California
$206K -$21.4K -600 -9%
CPA
112
Clear Point Advisors
New York
$142K +$142K +3,975 New
SPIA
113
Steward Partners Investment Advisory
New York
$124K
PA
114
Parallel Advisors
California
$112K
CP
115
Castleview Partners
Texas
$96.9K +$96.9K +2,721 New
PS
116
Principal Securities
Iowa
$75.3K +$75.3K +2,115 New
WWM
117
Wagner Wealth Management
South Carolina
$70.9K +$70.9K +1,990 New
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$57K -$44.2K -1,236 -44%
IF
119
Integrity Financial
Wyoming
$56K
RCM
120
Raleigh Capital Management
North Carolina
$53.4K +$53.4K +1,500 New
UBS Group
121
UBS Group
Switzerland
$52.2K -$21.9K -615 -30%
GTAM
122
Global Trust Asset Management
Florida
$50.9K
HBW
123
Hazlett, Burt & Watson
West Virginia
$28K -$112K -3,190 -80%
PP
124
PFS Partners
New Jersey
$20.1K
SS
125
Sunbelt Securities
Texas
$10.7K