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Innovator US Equity Power Buffer ETF October

52 hedge funds and large institutions have $154M invested in Innovator US Equity Power Buffer ETF October in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

37% more funds holding

Funds holding: 3852 (+14)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

5% more capital invested

Capital invested by funds: $146M → $154M (+$7.89M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.01% less ownership

Funds ownership: 55.47%51.45% (-4%)

Holders
52
Holders Change
+14
Holders Change %
+36.84%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
16
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
26
FormulaFolio Investments
Michigan
$914K -$456K -18,182 -33%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$837K +$833K +33,225 New
FEG
28
Financial Enhancement Group
Indiana
$828K +$823K +32,838 New
Citadel Advisors
29
Citadel Advisors
Florida
$803K +$799K +31,881 New
LNC
30
Lincoln National Corp
Pennsylvania
$784K +$263K +10,476 +51%
BCM
31
Beck Capital Management
Texas
$780K -$2.96M -118,192 -79%
CPIG
32
Chicago Partners Investment Group
Illinois
$772K -$401K -15,987 -35%
SPC
33
Sigma Planning Corp
Michigan
$710K -$214K -8,521 -23%
IA
34
IFP Advisors
Florida
$594K +$237K +9,440 +68%
Jane Street
35
Jane Street
New York
$593K +$351K +13,992 +147%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$563K +$162K +6,480 +41%
BRWM
37
B. Riley Wealth Management
Tennessee
$445K
XF
38
XML Financial
Maryland
$352K +$350K +13,969 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$329K +$327K +13,041 New
NFG
40
Next Financial Group
Texas
$302K +$86.9K +3,467 +41%
MW
41
Marcum Wealth
Ohio
$246K +$245K +9,770 New
CFA
42
Carroll Financial Associates
North Carolina
$172K +$171K +6,841 New
VFA
43
Valeo Financial Advisors
Indiana
$52K +$51.4K +2,050 New
GWM
44
Geneos Wealth Management
Colorado
$35K +$25.1K +1,000 +244%
UBS Group
45
UBS Group
Switzerland
$34K -$12.1K -481 -26%
GEA
46
Glen Eagle Advisors
New Jersey
$27.7K
BFC
47
Bedel Financial Consulting
Indiana
$25K +$25.1K +1,000 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$15K +$15.4K +614 New
SHWM
49
Silicon Hills Wealth Management
Texas
$33 +$50 +2 New
PCS
50
Personal CFO Solutions
New Jersey
-$1.04M -41,852 Closed