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Innovator US Equity Power Buffer ETF May

158 hedge funds and large institutions have $340M invested in Innovator US Equity Power Buffer ETF May in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 88 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
12
Reduced
88
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
CoreCap Advisors
Michigan
$2.93M +$5.26K +167 +0.2%
SCA
27
Stuart Chaussee & Associates
California
$2.89M +$2.77M +87,930 +2,255%
ICG
28
InterOcean Capital Group
Tennessee
$2.83M -$754K -23,943 -21%
CRWM
29
Castle Rock Wealth Management
California
$2.76M -$3.91K -125 -0.1%
IA
30
IFP Advisors
Florida
$2.69M -$152K -4,832 -5%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$2.36M -$177K -5,632 -7%
MCM
32
MAI Capital Management
Ohio
$2.18M -$1.94M -61,724 -47%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.02M -$108K -3,424 -5%
TC
34
TownSquare Capital
Utah
$1.89M -$39.8K -1,264 -2%
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$1.86M -$481K -15,287 -21%
PWA
36
Pillar Wealth Advisors
Pennsylvania
$1.86M
VWA
37
Visionary Wealth Advisors
Illinois
$1.85M -$59.8K -1,901 -3%
LPL Financial
38
LPL Financial
California
$1.8M +$824K +26,185 +84%
HI
39
Harbour Investments
Wisconsin
$1.78M -$5.19K -165 -0.3%
KAS
40
Kestra Advisory Services
Texas
$1.76M +$117K +3,708 +7%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.74M -$8.69K -276 -0.5%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$1.69M -$26.7K -847 -2%
ST
43
Sageworth Trust
Pennsylvania
$1.69M -$113K -3,600 -6%
WA
44
Wealth Alliance
New York
$1.67M -$55K -1,746 -3%
LWA
45
Lineweaver Wealth Advisors
Ohio
$1.64M -$120K -3,810 -7%
MSA
46
McAlister Sweet & Associates
Texas
$1.61M -$20.6K -655 -1%
W
47
Wealthquest
Ohio
$1.6M -$254K -8,081 -14%
CA
48
Cetera Advisors
Colorado
$1.58M -$227K -7,203 -13%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.43M +$455K +14,455 +46%
WCM
50
Weaver Capital Management
Georgia
$1.42M +$1.42M +45,176 New