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Innovator US Equity Power Buffer ETF October

87 hedge funds and large institutions have $154M invested in Innovator US Equity Power Buffer ETF October in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $115M → $154M (+$39.5M)

10.85% more ownership

Funds ownership: 57.86%68.71% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

1% less funds holding

Funds holding: 8887 (-1)

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.04M -$16.2K -558 -1%
CCM
27
Covington Capital Management
California
$1.04M -$43.5K -1,500 -4%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$1.03M -$105K -3,613 -9%
CFS
29
CRA Financial Services
New Jersey
$1.03M +$790K +27,275 +294%
KAS
30
Kestra Advisory Services
Texas
$986K +$14K +482 +1%
SWM
31
Spire Wealth Management
Virginia
$971K -$8.09K -279 -0.8%
DI
32
Diligent Investors
California
$961K
AA
33
Advisory Alpha
Michigan
$919K +$949K +32,749 New
ETIA
34
Epic Trust Investment Advisors
Washington
$888K
RJFSA
35
Raymond James Financial Services Advisors
Florida
$864K +$242K +8,336 +37%
SWM
36
Sugarloaf Wealth Management
Georgia
$861K +$889K +30,681 New
SWA
37
Stratos Wealth Advisors
Ohio
$846K -$33.6K -1,160 -4%
CWG
38
Cornerstone Wealth Group
North Carolina
$834K +$23.1K +797 +3%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$825K -$297K -10,245 -26%
CA
40
Cetera Advisors
Colorado
$788K +$63.9K +2,204 +9%
BWM
41
BCS Wealth Management
Tennessee
$745K -$39.6K -1,367 -5%
MML Investors Services
42
MML Investors Services
Massachusetts
$685K +$137K +4,729 +24%
HighTower Advisors
43
HighTower Advisors
Illinois
$661K +$6.38K +220 +0.9%
BFA
44
Beacon Financial Advisory
Ohio
$629K
OMC
45
Old Mission Capital
Illinois
$620K +$640K +22,092 New
VA
46
Valmark Advisers
Ohio
$600K
FCFC
47
First Commonwealth Financial Corp
Pennsylvania
$568K -$19.8K -682 -3%
CNWM
48
Clay Northam Wealth Management
California
$548K
S
49
SignatureFD
Georgia
$478K
Betterment LLC
50
Betterment LLC
New York
$470K +$42.3K +1,459 +10%