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Innovator US Equity Power Buffer ETF October

167 hedge funds and large institutions have $605M invested in Innovator US Equity Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 71 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

860% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 5

154% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 28

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

83% more capital invested

Capital invested by funds: $330M → $605M (+$275M)

33% more funds holding

Funds holding: 126167 (+41)

6.2% less ownership

Funds ownership: 83.05%76.85% (-6.2%)

Holders
167
Holders Change
+41
Holders Change %
+32.54%
% of All Funds
2.43%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
48
Increased
71
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$5.29M +$2.96M +84,913 +138%
ICG
27
InterOcean Capital Group
Tennessee
$4.98M +$81K +2,325 +2%
CAM
28
Cresset Asset Management
Illinois
$4.7M +$2.25M +64,662 +99%
NA
29
NewEdge Advisors
Louisiana
$4.28M +$3.44M +98,769 +539%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.08M +$565K +16,208 +17%
Truist Financial
31
Truist Financial
North Carolina
$3.89M +$219K +6,283 +6%
CW
32
CreativeOne Wealth
Kansas
$3.85M +$2.53M +72,557 +213%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$3.72M +$2.13K +61 +0.1%
PWA
34
Pillar Wealth Advisors
Pennsylvania
$3.64M -$1.43K -41 -0%
CAN
35
Cetera Advisor Networks
California
$3.63M +$1.16M +33,316 +50%
CA
36
CoreCap Advisors
Michigan
$3.59M +$227K +6,520 +7%
AWM
37
AE Wealth Management
Kansas
$3.29M +$567K +16,281 +22%
William Blair & Company
38
William Blair & Company
Illinois
$3.24M +$3.11M +89,179 +22,866%
KWM
39
KFG Wealth Management
Indiana
$3.1M +$1.74M +49,859 +139%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.02M +$578K +16,591 +25%
BCI
41
Brinker Capital Investments
Pennsylvania
$2.69M +$2.59M +74,426 New
OPS
42
Orion Portfolio Solutions
Nebraska
$2.69M +$2.59M +74,426 New
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.62M +$2.52M +72,460 New
LNC
44
Lincoln National Corp
Pennsylvania
$2.62M +$603K +17,310 +31%
MFG
45
MTM Financial Group
Pennsylvania
$2.34M +$255K +7,327 +13%
CA
46
Cetera Advisors
Colorado
$2.28M +$1.04M +29,796 +89%
BWM
47
BCS Wealth Management
Tennessee
$2.25M +$510K +14,637 +31%
WA
48
Wealth Alliance
New York
$2.15M
TSW
49
Three Seasons Wealth
Utah
$2.13M +$2.06M +59,100 New
RJA
50
Raymond James & Associates
Florida
$1.93M +$1.3M +37,323 +232%