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Innovator US Equity Power Buffer ETF October

80 hedge funds and large institutions have $103M invested in Innovator US Equity Power Buffer ETF October in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

52% more capital invested

Capital invested by funds: $68.1M → $103M (+$35.4M)

29% more funds holding

Funds holding: 6280 (+18)

9.22% less ownership

Funds ownership: 58.69%49.48% (-9.2%)

Holders
80
Holders Change
+18
Holders Change %
+29.03%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
30
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$1.06M +$1.05M +34,878 New
SWA
27
Stratos Wealth Advisors
Ohio
$1.05M +$111K +3,686 +12%
KAS
28
Kestra Advisory Services
Texas
$1.04M -$180 -6 -0%
ETIA
29
Epic Trust Investment Advisors
Washington
$963K +$950K +31,633 New
CWG
30
Cornerstone Wealth Group
North Carolina
$941K -$8.2K -273 -0.9%
DI
31
Diligent Investors
California
$921K -$33.1K -1,101 -4%
BWM
32
BCS Wealth Management
Tennessee
$875K +$153K +5,086 +21%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$755K +$356K +11,842 +91%
BFA
34
Beacon Financial Advisory
Ohio
$747K -$26.7K -890 -4%
VA
35
Valmark Advisers
Ohio
$651K +$158K +5,274 +33%
FCFC
36
First Commonwealth Financial Corp
Pennsylvania
$637K +$629K +20,924 New
CNWM
37
Clay Northam Wealth Management
California
$594K +$586K +19,513 New
CA
38
Cetera Advisors
Colorado
$584K +$186K +6,190 +48%
Truist Financial
39
Truist Financial
North Carolina
$566K
S
40
SignatureFD
Georgia
$519K
BMM
41
Berkshire Money Management
Massachusetts
$499K
VWA
42
Visionary Wealth Advisors
Illinois
$480K +$473K +15,750 New
MML Investors Services
43
MML Investors Services
Massachusetts
$475K +$30.5K +1,015 +7%
VBFP
44
Valtinson Bruner Financial Planning
Minnesota
$461K
LWA
45
Lineweaver Wealth Advisors
Ohio
$428K +$159K +5,280 +60%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$422K +$172K +5,720 +70%
AAP
47
Arax Advisory Partners
Colorado
$397K
VBFG
48
Vishria Bird Financial Group
Tennessee
$397K +$392K +13,052 New
NFG
49
Nations Financial Group
Iowa
$396K +$390K +12,994 New
VWA
50
V Wealth Advisors
Kansas
$385K -$26.6K -884 -7%