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Innovator US Equity Power Buffer ETF October

135 hedge funds and large institutions have $328M invested in Innovator US Equity Power Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.79% less ownership

Funds ownership: 69.84%67.05% (-2.8%)

6% less capital invested

Capital invested by funds: $348M → $328M (-$20.5M)

8% less funds holding

Funds holding: 146135 (-11)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

79% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 68

Holders
135
Holders Change
-11
Holders Change %
-7.53%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
14
Reduced
68
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CoreCap Advisors
Michigan
$2.07M +$2M +61,815 New
MFG
27
MTM Financial Group
Pennsylvania
$2.03M -$970 -30 -0%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$1.99M -$5.89K -182 -0.3%
SFG
29
Steward Financial Group
Texas
$1.91M -$125K -3,867 -6%
Citadel Advisors
30
Citadel Advisors
Florida
$1.87M +$626K +19,359 +53%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$1.85M -$431K -13,338 -19%
WA
32
Wealth Alliance
New York
$1.8M
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.78M -$716K -22,144 -29%
BWM
34
BCS Wealth Management
Tennessee
$1.78M -$90.8K -2,808 -5%
LPL Financial
35
LPL Financial
California
$1.61M +$6.6K +204 +0.4%
IAIM
36
International Assets Investment Management
Florida
$1.51M -$1.46K -45 -0.1%
CAN
37
Cetera Advisor Networks
California
$1.44M -$269K -8,306 -16%
AAS
38
Avantax Advisory Services
Texas
$1.42M +$89.2K +2,757 +7%
BFC
39
Bedel Financial Consulting
Indiana
$1.4M
RIS
40
Retirement Income Solutions
Michigan
$1.35M -$112K -3,476 -8%
SEP
41
Southland Equity Partners
Missouri
$1.24M -$367K -11,339 -23%
AA
42
Advisory Alpha
Michigan
$1.22M -$1.5M -46,301 -56%
CHC
43
City Holding Co
West Virginia
$1.19M -$9.71K -300 -0.8%
SWM
44
Sugarloaf Wealth Management
Georgia
$1.19M
RPGK
45
Retirement Planning Group (Kansas)
Kansas
$1.17M -$18.1K -558 -2%
DI
46
Diligent Investors
California
$1.16M -$11.1K -344 -1%
OMC
47
Old Mission Capital
Illinois
$1.16M -$4.35M -134,536 -80%
SAG
48
SageView Advisory Group
California
$1.13M -$648K -20,041 -37%
SWA
49
Stratos Wealth Advisors
Ohio
$1.1M -$22K -681 -2%
Cerity Partners
50
Cerity Partners
New York
$1.09M -$312K -9,651 -23%