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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 %
BWM
126
BCGM Wealth Management
Indiana
$271K
VBFP
127
Valtinson Bruner Financial Planning
Minnesota
$260K
CWA
128
Continuum Wealth Advisors
New York
$252K
MA
129
Mutual Advisors
Nebraska
$242K -$32.2K -1,023 -12%
CFP
130
Cypress Financial Planning
New Jersey
$241K -$80.3K -2,570 -25%
TW
131
Transform Wealth
Colorado
$240K -$40.7K -1,292 -14%
CW
132
CreativeOne Wealth
Kansas
$236K +$236K +7,490 New
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$234K
CCM
134
Coldstream Capital Management
Washington
$230K -$115K -3,655 -33%
SCA
135
Snowden Capital Advisors
New York
$224K
AWAG
136
ARS Wealth Advisors Group
Florida
$220K
CWG
137
Cornerstone Wealth Group
North Carolina
$215K
AF
138
Advisornet Financial
Minnesota
$213K -$26.8K -850 -11%
BRWA
139
B. Riley Wealth Advisors
Florida
$212K -$83.3K -2,645 -28%
KFP
140
KMG Fiduciary Partners
Ohio
$209K +$209K +6,650 New
PIAS
141
PCA Investment Advisory Services
Ohio
$204K +$204K +6,477 New
PS
142
Principal Securities
Iowa
$157K +$157K +4,985 New
CFGS
143
Concourse Financial Group Securities
Alabama
$150K
PP
144
PFS Partners
New Jersey
$111K -$45.4K -1,443 -29%
CHC
145
City Holding Co
West Virginia
$99.6K -$7.4K -235 -7%
SWM
146
Sugarloaf Wealth Management
Georgia
$85K
ASN
147
Advisory Services Network
Georgia
$72.9K -$519K -16,503 -88%
Comerica Bank
148
Comerica Bank
Texas
$62.9K
WWM
149
Wagner Wealth Management
South Carolina
$56.7K +$56.7K +1,800 New
UBS Group
150
UBS Group
Switzerland
$35.2K -$24.4K -775 -41%