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Innovator US Equity Power Buffer ETF October

217 hedge funds and large institutions have $1.02B invested in Innovator US Equity Power Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

129% more capital invested

Capital invested by funds: $447M → $1.02B (+$578M)

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

24% more funds holding

Funds holding: 175217 (+42)

4.37% less ownership

Funds ownership: 78.93%74.56% (-4.4%)

Holders
217
Holders Change
+42
Holders Change %
+24%
% of All Funds
2.86%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
56
Increased
83
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$6.42M +$343K +8,701 +6%
Truist Financial
27
Truist Financial
North Carolina
$5.99M +$460K +11,677 +8%
VBFP
28
Valtinson Bruner Financial Planning
Minnesota
$5.72M -$138K -3,504 -2%
KWM
29
KFG Wealth Management
Indiana
$5.69M +$2.57M +65,155 +83%
W
30
WPWealth
Texas
$5.68M -$96.5K -2,447 -2%
SNWA
31
Siligmueller & Norvid Wealth Advisors
Illinois
$5.42M +$5.4M +137,003 New
PS
32
Principal Securities
Iowa
$5.04M +$4.81M +122,058 +2,279%
William Blair & Company
33
William Blair & Company
Illinois
$4.96M +$1.41M +35,708 +40%
CAC
34
Certified Advisory Corp
Florida
$4.93M +$4.92M +124,648 New
CAM
35
Cresset Asset Management
Illinois
$4.87M -$76.6K -1,942 -2%
TF
36
Trek Financial
Arizona
$4.77M +$889K +22,549 +23%
CA
37
CoreCap Advisors
Michigan
$4.59M -$636K -16,115 -12%
CW
38
CreativeOne Wealth
Kansas
$4.39M +$56.9K +1,444 +1%
SCA
39
Stuart Chaussee & Associates
California
$4.12M +$246K +6,240 +6%
ASN
40
Advisory Services Network
Georgia
$4.05M +$4.03M +102,260 New
FCFC
41
First Commonwealth Financial Corp
Pennsylvania
$3.78M +$2.74M +69,417 +265%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.74M -$751K -19,053 -17%
JCM
43
Jacobi Capital Management
Pennsylvania
$3.68M
SEP
44
Southland Equity Partners
Missouri
$3.62M +$1.74M +44,117 +93%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$3.54M -$13K -330 -0.4%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$3.52M +$1.42M +35,984 +68%
BCI
47
Brinker Capital Investments
Pennsylvania
$3.32M +$1.61M +40,939 +95%
OPS
48
Orion Portfolio Solutions
Nebraska
$3.32M +$1.61M +40,939 +95%
FFG
49
Frisch Financial Group
New York
$3.22M -$29.9K -757 -0.9%
AA
50
Advisory Alpha
Michigan
$3.19M +$2.62M +66,318 +462%