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Innovator US Equity Power Buffer ETF October

80 hedge funds and large institutions have $103M invested in Innovator US Equity Power Buffer ETF October in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

52% more capital invested

Capital invested by funds: $68.1M → $103M (+$35.4M)

29% more funds holding

Funds holding: 6280 (+18)

9.22% less ownership

Funds ownership: 58.69%49.48% (-9.2%)

Holders
80
Holders Change
+18
Holders Change %
+29.03%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
30
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
51
Bedel Financial Consulting
Indiana
$356K +$122K +4,066 +53%
KWS
52
Keystone Wealth Services
California
$351K +$347K +11,535 New
DFA
53
DHJJ Financial Advisors
Illinois
$341K +$134K +4,465 +66%
AAS
54
Ameritas Advisory Services
Nebraska
$331K +$327K +10,874 New
MA
55
Mutual Advisors
Nebraska
$328K +$32.6K +1,086 +11%
SEP
56
Southland Equity Partners
Missouri
$317K
WCG
57
Weaver Consulting Group
California
$310K -$6.31K -210 -2%
NF
58
Nikulski Financial
Iowa
$305K +$300K +10,000 New
KWM
59
Kingsview Wealth Management
Oregon
$285K +$281K +9,366 New
XF
60
XML Financial
Maryland
$263K -$6.19K -206 -2%
LPL Financial
61
LPL Financial
California
$263K
BWM
62
BCGM Wealth Management
Indiana
$257K
5L
63
55I LLC
Massachusetts
$230K +$227K +7,550 New
CRWM
64
Castle Rock Wealth Management
California
$227K
OIA
65
OneDigital Investment Advisors
Kansas
$210K +$207K +6,900 New
UBS Group
66
UBS Group
Switzerland
$200K +$197K +6,558 New
NFG
67
Next Financial Group
Texas
$163K -$300 -10 -0.2%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$120K +$98.1K +3,265 +477%
IF
69
Integrity Financial
Wyoming
$103K +$102K +3,388 New
IA
70
IFP Advisors
Florida
$83K -$25.9K -862 -24%
CA
71
Clearstead Advisors
Ohio
$71K
EWA
72
EverSource Wealth Advisors
Alabama
$70K +$68.9K +2,292 New
HI
73
Harbour Investments
Wisconsin
$63K -$26.5K -881 -30%
SWA
74
Sutton Wealth Advisors
Florida
$51.7K +$51K +1,698 New
HIA
75
Harbor Investment Advisory
Maryland
$40K