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Innovator US Equity Power Buffer ETF May

152 hedge funds and large institutions have $319M invested in Innovator US Equity Power Buffer ETF May in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-6
Holders Change %
-3.8%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
18
Reduced
76
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VBFP
126
Valtinson Bruner Financial Planning
Minnesota
$268K
MA
127
Mutual Advisors
Nebraska
$249K
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$241K
CCM
129
Coldstream Capital Management
Washington
$238K
AWAG
130
ARS Wealth Advisors Group
Florida
$227K
KFP
131
KMG Fiduciary Partners
Ohio
$216K
PIAS
132
PCA Investment Advisory Services
Ohio
$210K
AF
133
Advisornet Financial
Minnesota
$206K -$13.5K -415 -6%
MWS
134
Maxwell Wealth Strategies
California
$205K +$205K +6,122 New
PS
135
Principal Securities
Iowa
$162K
CFGS
136
Concourse Financial Group Securities
Alabama
$154K
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$118K -$472K -14,481 -80%
SWM
138
Sugarloaf Wealth Management
Georgia
$87.7K
CA
139
Continuum Advisory
Idaho
$71K +$71K +2,135 New
Comerica Bank
140
Comerica Bank
Texas
$64.9K
WWM
141
Wagner Wealth Management
South Carolina
$58.4K
CHC
142
City Holding Co
West Virginia
$55.8K -$46.9K -1,445 -46%
CB
143
CNB Bank
Pennsylvania
$34K +$34K +1,046 New
CIAS
144
Capital Investment Advisory Services
North Carolina
$33.6K
AF
145
Allworth Financial
California
$31.6K
HBW
146
Hazlett, Burt & Watson
West Virginia
$17K
Morgan Stanley
147
Morgan Stanley
New York
$17K +$17K +523 New
JPMorgan Chase & Co
148
JPMorgan Chase & Co
New York
$8.44K
UBS Group
149
UBS Group
Switzerland
$7.34K -$29K -893 -80%
RIL
150
Rothschild Investment LLC
Illinois
$6.49K