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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 %
FA
126
Fiduciary Alliance
South Carolina
$358K +$21K +550 +6%
VWA
127
Visionary Wealth Advisors
Illinois
$346K
BFC
128
Bedel Financial Consulting
Indiana
$344K
JSL
129
JT Stratford LLC
Georgia
$335K +$335K +8,835 New
SCM
130
Schnieders Capital Management
California
$330K
SSW
131
Smith Shellnut Wilson
Mississippi
$322K
IA
132
IFP Advisors
Florida
$322K +$8.72K +230 +3%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$319K -$13.2K -348 -4%
FCM
134
Firestone Capital Management
Florida
$314K +$314K +8,287 New
CIA
135
Cape Investment Advisory
Georgia
$303K
FFA
136
Fragasso Financial Advisors
Pennsylvania
$300K -$111K -2,920 -27%
CNWM
137
Clay Northam Wealth Management
California
$295K
JCM
138
Jacobi Capital Management
Pennsylvania
$276K +$276K +7,291 New
DIA
139
Dana Investment Advisors
Wisconsin
$275K +$275K +7,262 New
MHS
140
M Holdings Securities
Oregon
$269K +$269K +7,107 New
SOS
141
Silver Oak Securities
Tennessee
$269K -$3.94K -104 -1%
AFP
142
Ausdal Financial Partners
Iowa
$254K
SEIA
143
Signature Estate & Investment Advisors
California
$250K +$250K +6,583 New
PCA
144
Prosperity Capital Advisors
Ohio
$241K -$33.3K -878 -12%
ETIA
145
Epic Trust Investment Advisors
Washington
$241K
NF
146
Nikulski Financial
Iowa
$241K
W
147
WPWealth
Texas
$239K -$3.25M -85,793 -93%
CFP
148
Cypress Financial Planning
New Jersey
$238K -$4.7K -124 -2%
SPWM
149
Straight Path Wealth Management
Michigan
$237K +$237K +6,260 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$237K -$23.3K -614 -9%