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Innovator US Equity Power Buffer ETF May

173 hedge funds and large institutions have $446M invested in Innovator US Equity Power Buffer ETF May in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+21
Holders Change %
+13.82%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
72
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$3.32M +$3.32M +97,203 New
WCM
27
Weaver Capital Management
Georgia
$3.26M +$1.73M +50,667 +113%
CRWM
28
Castle Rock Wealth Management
California
$3.2M +$5.03K +147 +0.2%
LPL Financial
29
LPL Financial
California
$3.19M -$33.4K -980 -1%
SWA
30
Stratos Wealth Advisors
Ohio
$3.15M +$2.32M +68,033 +280%
SCA
31
Stuart Chaussee & Associates
California
$2.95M -$177K -5,200 -6%
Truist Financial
32
Truist Financial
North Carolina
$2.95M +$589K +17,254 +25%
CCM
33
Coldstream Capital Management
Washington
$2.75M +$2.48M +67,155 +918%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.68M +$646K +18,927 +32%
IA
35
IFP Advisors
Florida
$2.65M
YWS
36
Yarger Wealth Strategies
Ohio
$2.48M +$2.48M +72,625 New
MCM
37
MAI Capital Management
Ohio
$2.22M +$341K +9,992 +18%
CB
38
Chris Bulman
California
$2.15M +$2.15M +62,960 New
GCP
39
Gill Capital Partners
Colorado
$2.07M +$71.1K +2,083 +4%
MSA
40
McAlister Sweet & Associates
Texas
$2.06M -$135K -3,969 -6%
CA
41
Corrado Advisors
New Jersey
$2.01M +$2.01M +59,019 New
HI
42
Harbour Investments
Wisconsin
$1.96M +$26.5K +778 +1%
WA
43
Wealth Alliance
New York
$1.94M +$135K +3,957 +7%
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$1.9M -$90.2K -2,643 -5%
LWA
45
Lineweaver Wealth Advisors
Ohio
$1.77M
VWA
46
Visionary Wealth Advisors
Illinois
$1.73M -$53.4K -1,566 -3%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1.69M +$1.44M +42,213 +569%
FCFC
48
First Commonwealth Financial Corp
Pennsylvania
$1.67M +$258K +7,553 +18%
PWA
49
Pillar Wealth Advisors
Pennsylvania
$1.61M -$223K -6,549 -12%
W
50
Wealthquest
Ohio
$1.54M -$197K -5,775 -11%