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Innovator US Equity Power Buffer ETF October

126 hedge funds and large institutions have $330M invested in Innovator US Equity Power Buffer ETF October in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more ownership

Funds ownership: 67.05%83.05% (+16%)

1% more capital invested

Capital invested by funds: $328M → $330M (+$2.35M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less funds holding

Funds holding: 135126 (-9)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

Holders
126
Holders Change
-9
Holders Change %
-6.67%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
39
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$2.5M -$306K -9,057 -11%
EWM
27
Elmwood Wealth Management
California
$2.44M -$466K -13,815 -16%
CAN
28
Cetera Advisor Networks
California
$2.29M +$823K +24,371 +57%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.28M +$43.5K +1,290 +2%
CAM
30
Cresset Asset Management
Illinois
$2.22M +$2.21M +65,465 New
KAS
31
Kestra Advisory Services
Texas
$2.09M -$185K -5,473 -8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.08M -$3.72M -110,266 -64%
WA
33
Wealth Alliance
New York
$2.02M +$199K +5,885 +11%
MFG
34
MTM Financial Group
Pennsylvania
$1.95M -$106K -3,145 -5%
SFG
35
Steward Financial Group
Texas
$1.91M -$27.7K -822 -1%
LNC
36
Lincoln National Corp
Pennsylvania
$1.87M -$2.18M -64,710 -54%
AAS
37
Avantax Advisory Services
Texas
$1.64M +$203K +6,025 +14%
BWM
38
BCS Wealth Management
Tennessee
$1.62M -$194K -5,747 -11%
AWAG
39
ARS Wealth Advisors Group
Florida
$1.52M +$1.51M +44,862 New
CAL
40
Capital Analysts LLC
Pennsylvania
$1.44M +$1.01M +29,896 +238%
BFC
41
Bedel Financial Consulting
Indiana
$1.42M
SEP
42
Southland Equity Partners
Missouri
$1.38M +$118K +3,482 +9%
RIS
43
Retirement Income Solutions
Michigan
$1.32M -$44.5K -1,320 -3%
KWM
44
KFG Wealth Management
Indiana
$1.22M +$156K +4,635 +15%
SWM
45
Sugarloaf Wealth Management
Georgia
$1.2M
CIA
46
Cape Investment Advisory
Georgia
$1.2M +$109K +3,240 +10%
CW
47
CreativeOne Wealth
Kansas
$1.16M +$785K +23,253 +216%
DI
48
Diligent Investors
California
$1.13M -$47.3K -1,400 -4%
CA
49
Cetera Advisors
Colorado
$1.13M +$70K +2,073 +7%
Cerity Partners
50
Cerity Partners
New York
$1.08M -$25.5K -755 -2%