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Innovator US Equity Power Buffer ETF October

88 hedge funds and large institutions have $115M invested in Innovator US Equity Power Buffer ETF October in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

11% more capital invested

Capital invested by funds: $103M → $115M (+$11.4M)

10% more funds holding

Funds holding: 8088 (+8)

8.38% more ownership

Funds ownership: 49.48%57.86% (+8.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
27
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$1.12M -$13.7K -460 -1%
SWM
27
Spire Wealth Management
Virginia
$1.05M
KAS
28
Kestra Advisory Services
Texas
$1.05M +$13.7K +458 +1%
DI
29
Diligent Investors
California
$1.03M +$119K +3,991 +13%
ETIA
30
Epic Trust Investment Advisors
Washington
$956K
SWA
31
Stratos Wealth Advisors
Ohio
$947K -$97.2K -3,256 -9%
CWG
32
Cornerstone Wealth Group
North Carolina
$874K -$59.1K -1,981 -6%
BWM
33
BCS Wealth Management
Tennessee
$843K -$25.4K -852 -3%
CA
34
Cetera Advisors
Colorado
$782K +$200K +6,690 +35%
HighTower Advisors
35
HighTower Advisors
Illinois
$705K -$576K -19,282 -45%
BFA
36
Beacon Financial Advisory
Ohio
$678K -$63.3K -2,122 -9%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$678K +$670K +22,428 New
VA
38
Valmark Advisers
Ohio
$646K
FCFC
39
First Commonwealth Financial Corp
Pennsylvania
$632K -$358 -12 -0.1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$622K +$614K +20,575 New
MML Investors Services
41
MML Investors Services
Massachusetts
$594K +$121K +4,056 +26%
CNWM
42
Clay Northam Wealth Management
California
$590K
S
43
SignatureFD
Georgia
$515K
BMM
44
Berkshire Money Management
Massachusetts
$496K
VWA
45
Visionary Wealth Advisors
Illinois
$476K
Betterment LLC
46
Betterment LLC
New York
$462K +$456K +15,268 New
MWM
47
Maltin Wealth Management
New Jersey
$457K +$452K +15,132 New
VBFP
48
Valtinson Bruner Financial Planning
Minnesota
$445K -$7.46K -250 -2%
LWA
49
Lineweaver Wealth Advisors
Ohio
$425K
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$419K