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Innovator US Equity Power Buffer ETF March

181 hedge funds and large institutions have $472M invested in Innovator US Equity Power Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+8
Holders Change %
+4.62%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
46
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
101
Alera Investment Advisors
Illinois
$605K -$188K -4,959 -24%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$584K
AAP
103
Arax Advisory Partners
Colorado
$555K -$152 -4 -0%
BWM
104
Buska Wealth Management
Wisconsin
$554K -$229K -6,040 -29%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$553K +$553K +14,503 New
CPRC
106
Consolidated Portfolio Review Corp
New York
$551K +$7.43K +196 +1%
SMAM
107
Sugar Maple Asset Management
Wisconsin
$532K
GSIS
108
Global Strategic Investment Solutions
Arizona
$524K -$952K -25,107 -65%
FFG
109
Fiduciary Financial Group
California
$516K +$516K +13,380 New
CA
110
Continuum Advisory
Idaho
$515K -$6.07K -160 -1%
CPIG
111
Chicago Partners Investment Group
Illinois
$460K
SAF
112
Smith Anglin Financial
Texas
$457K +$15.4K +407 +3%
BRWA
113
B. Riley Wealth Advisors
Florida
$434K +$96.8K +2,552 +29%
CAL
114
Capital Analysts LLC
Pennsylvania
$413K
FFN
115
Focus Financial Network
Minnesota
$412K
HI
116
Harbour Investments
Wisconsin
$407K
SWP
117
Summit Wealth Partners
Florida
$406K -$74.9K -1,974 -16%
SWM
118
Sugarloaf Wealth Management
Georgia
$405K
AF
119
Advisornet Financial
Minnesota
$405K
AWA
120
Arkadios Wealth Advisors
Georgia
$401K +$85.9K +2,265 +27%
DFA
121
DHJJ Financial Advisors
Illinois
$387K +$15.2K +400 +4%
WCG
122
Weaver Consulting Group
California
$378K -$4.06K -107 -1%
LSPW
123
Lake Street Private Wealth
Illinois
$377K -$72.8K -1,919 -16%
RVPG
124
Relative Value Partners Group
$377K +$377K +9,941 New
FCCM
125
First City Capital Management
Georgia
$360K