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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 %
JSL
126
JT Stratford LLC
Georgia
$347K
SCM
127
Schnieders Capital Management
California
$341K
GSIS
128
Global Strategic Investment Solutions
Arizona
$339K -$203K -5,184 -38%
WCG
129
Weaver Consulting Group
California
$337K -$54.2K -1,382 -14%
SSW
130
Smith Shellnut Wilson
Mississippi
$334K
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$326K -$3.45K -88 -1%
FCM
132
Firestone Capital Management
Florida
$325K
CIA
133
Cape Investment Advisory
Georgia
$314K
FFA
134
Fragasso Financial Advisors
Pennsylvania
$311K
SPC
135
Sigma Planning Corp
Michigan
$289K -$602K -15,335 -68%
DIA
136
Dana Investment Advisors
Wisconsin
$285K
Morgan Stanley
137
Morgan Stanley
New York
$277K +$277K +7,061 New
FCCM
138
First City Capital Management
Georgia
$265K -$108K -2,745 -29%
AFP
139
Ausdal Financial Partners
Iowa
$263K
CFP
140
Cypress Financial Planning
New Jersey
$259K +$11.8K +300 +5%
AWS
141
Atria Wealth Solutions
New York
$256K -$969K -24,700 -79%
PCA
142
Prosperity Capital Advisors
Ohio
$250K
NF
143
Nikulski Financial
Iowa
$249K
W
144
WPWealth
Texas
$247K
SPWM
145
Straight Path Wealth Management
Michigan
$246K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$244K -$1.18K -30 -0.5%
CNWM
147
Clay Northam Wealth Management
California
$242K -$62.8K -1,600 -21%
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$235K
CWG
149
Crown Wealth Group
North Carolina
$233K
JPMorgan Chase & Co
150
JPMorgan Chase & Co
New York
$164K +$153K +3,891 +1,380%