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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 %
BBPWM
126
Blue Bell Private Wealth Management
Pennsylvania
$345K -$7.91K -232 -2%
CFP
127
Cypress Financial Planning
New Jersey
$341K +$2.29K +67 +0.7%
CWA
128
Continuum Wealth Advisors
New York
$339K +$22.2K +650 +7%
BRWA
129
B. Riley Wealth Advisors
Florida
$337K +$17K +497 +5%
TWP
130
TFO Wealth Partners
Ohio
$337K
SB
131
Strategic Blueprint
Georgia
$334K -$130K -3,820 -28%
IF
132
Integrity Financial
Wyoming
$311K
VBFP
133
Valtinson Bruner Financial Planning
Minnesota
$299K +$17.1K +500 +6%
Citadel Advisors
134
Citadel Advisors
Florida
$297K -$548K -16,066 -65%
HCM
135
Hengehold Capital Management
Ohio
$297K
PAWA
136
Palo Alto Wealth Advisors
California
$295K
ML
137
McAdam LLC
Pennsylvania
$290K +$290K +8,495 New
MCM
138
Mitchell Capital Management
Kansas
$282K +$282K +8,280 New
AAS
139
Avantax Advisory Services
Texas
$280K -$14.6K -428 -5%
SAG
140
SageView Advisory Group
California
$267K +$267K +7,434 New
JFG
141
JDM Financial Group
Texas
$266K +$266K +7,790 New
MA
142
Mutual Advisors
Nebraska
$263K
DWM
143
Drive Wealth Management
Utah
$262K +$262K +7,673 New
OWA
144
Outlook Wealth Advisors
Texas
$259K -$26.9K -2,211 -9%
KFP
145
KMG Fiduciary Partners
Ohio
$227K +$546 +16 +0.2%
JCM
146
Jacobi Capital Management
Pennsylvania
$223K +$223K +6,549 New
AF
147
Advisornet Financial
Minnesota
$219K +$2.59K +76 +1%
AWA
148
Arete Wealth Advisors
Illinois
$216K +$216K +6,318 New
CFS
149
CRA Financial Services
New Jersey
$209K +$209K +6,125 New
MWS
150
Maxwell Wealth Strategies
California
$209K