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Innovator US Equity Power Buffer ETF October
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Overview Fund Activity

164 hedge funds and large institutions have $602M invested in Innovator US Equity Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 69 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
164
Holders Change
+40
Holders Change %
+32.26%
% of All Funds
2.4%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
47
Increased
69
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Stuart Chaussee & Associates
California
$94.7M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$32.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$34.2M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$13M
5
TC
5
TownSquare Capital
Utah
$12.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$58.9M
2
EWM
2
Elmwood Wealth Management
California
$727K
3
AAS
3
Avantax Advisory Services
Texas
$772K
4
AAM
4
American Asset Management
Florida
$251K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$5.29M 146,561 +84,913 +138%
ICG
27
InterOcean Capital Group
Tennessee
$4.98M 137,895 +2,325 +2%
CAM
28
Cresset Asset Management
Illinois
$4.7M 130,127 +64,662 +99%
NA
29
NewEdge Advisors
Louisiana
$4.28M 117,079 +98,769 +539%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.08M 112,834 +16,208 +17%
Truist Financial
31
Truist Financial
North Carolina
$3.89M 107,781 +6,283 +6%
CW
32
CreativeOne Wealth
Kansas
$3.85M 106,562 +72,557 +213%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$3.72M 103,062 +61 +0.1%
PWA
34
Pillar Wealth Advisors
Pennsylvania
$3.64M 100,823 -41 -0%
CAN
35
Cetera Advisor Networks
California
$3.63M 100,610 +33,316 +50%
CA
36
CoreCap Advisors
Michigan
$3.59M 99,432 +6,520 +7%
AWM
37
AE Wealth Management
Kansas
$3.29M 89,867 +16,281 +22%
William Blair & Company
38
William Blair & Company
Illinois
$3.24M 89,569 +89,179 +22,866%
KWM
39
KFG Wealth Management
Indiana
$3.1M 85,857 +49,859 +139%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.02M 83,716 +16,591 +25%
BCI
41
Brinker Capital Investments
Pennsylvania
$2.69M 74,426 +74,426 New
OPS
42
Orion Portfolio Solutions
Nebraska
$2.69M 74,426 +74,426 New
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.62M 72,460 +72,460 New
LNC
44
Lincoln National Corp
Pennsylvania
$2.62M 72,401 +17,310 +31%
CA
45
Cetera Advisors
Colorado
$2.28M 63,171 +29,796 +89%
BWM
46
BCS Wealth Management
Tennessee
$2.25M 62,224 +14,637 +31%
WA
47
Wealth Alliance
New York
$2.15M 59,516 – –
TSW
48
Three Seasons Wealth
Utah
$2.13M 59,100 +59,100 New
RJA
49
Raymond James & Associates
Florida
$1.93M 53,388 +37,323 +232%
CIA
50
Cape Investment Advisory
Georgia
$1.91M 52,870 +17,600 +50%
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