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Innovator US Equity Power Buffer ETF May

151 hedge funds and large institutions have $420M invested in Innovator US Equity Power Buffer ETF May in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 67 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+36
Holders Change %
+31.3%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
45
Increased
67
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
126
Private Advisory Group
Washington
$244K -$49.6K -1,661 -17%
CWA
127
Continuum Wealth Advisors
New York
$239K
SHIM
128
Stone House Investment Management
Pennsylvania
$234K +$234K +7,826 New
MA
129
Mutual Advisors
Nebraska
$232K +$232K +7,782 New
AF
130
Advisornet Financial
Minnesota
$227K +$191K +6,409 +534%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$222K -$95.2K -3,188 -30%
SCA
132
Snowden Capital Advisors
New York
$213K +$213K +7,127 New
USCWA
133
U.S. Capital Wealth Advisors
Texas
$211K +$211K +7,060 New
AWAG
134
ARS Wealth Advisors Group
Florida
$208K +$208K +6,980 New
CWG
135
Cornerstone Wealth Group
North Carolina
$204K +$204K +6,844 New
PIAS
136
PCA Investment Advisory Services
Ohio
$193K +$193K +6,477 New
CP
137
Castleview Partners
Texas
$163K
PP
138
PFS Partners
New Jersey
$148K +$10.2K +342 +7%
CFGS
139
Concourse Financial Group Securities
Alabama
$142K +$142K +4,750 New
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$134K +$134K +4,500 New
SCA
141
Stuart Chaussee & Associates
California
$116K +$116K +3,900 New
FA
142
Fiduciary Alliance
South Carolina
$113K +$113K +3,799 New
CHC
143
City Holding Co
West Virginia
$104K -$238K -7,970 -69%
WIM
144
WealthPlan Investment Management
Nebraska
$88.3K -$319K -10,671 -78%
SWM
145
Sugarloaf Wealth Management
Georgia
$80.6K +$80.6K +2,700 New
DI
146
Disciplined Investments
Oklahoma
$45.5K +$45.5K +1,523 New
CIAS
147
Capital Investment Advisory Services
North Carolina
$30.9K +$1.08K +36 +4%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$30.6K +$30.6K +1,025 New
AF
149
Allworth Financial
California
$29K -$6.42K -215 -18%
LFG
150
Larson Financial Group
Missouri
$17.8K +$627 +21 +4%