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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
51
Axxcess Wealth Management
California
$1.04M
AAM
52
American Asset Management
Florida
$1.04M
ETIA
53
Epic Trust Investment Advisors
Washington
$1.03M
USCWA
54
U.S. Capital Wealth Advisors
Texas
$982K -$892K -26,418 -48%
OWA
55
Outlook Wealth Advisors
Texas
$962K +$956K +28,316 New
CHC
56
City Holding Co
West Virginia
$954K -$248K -7,350 -21%
FFN
57
Focus Financial Network
Minnesota
$951K +$27.3K +808 +3%
SB
58
Strategic Blueprint
Georgia
$884K +$151K +4,466 +21%
VA
59
Valmark Advisers
Ohio
$874K
CWG
60
Cornerstone Wealth Group
North Carolina
$861K -$36.6K -1,084 -4%
BFA
61
Beacon Financial Advisory
Ohio
$847K -$197K -5,825 -19%
IA
62
IFP Advisors
Florida
$832K +$19.9K +589 +2%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$824K -$46.9K -1,390 -5%
BA
64
Bellwether Advisors
Nebraska
$818K -$9.62K -285 -1%
CRWM
65
Castle Rock Wealth Management
California
$804K +$441K +13,056 +123%
OCM
66
Orion Capital Management
California
$753K -$37.1K -1,098 -5%
FCFC
67
First Commonwealth Financial Corp
Pennsylvania
$753K -$7.09K -210 -0.9%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$750K +$61.6K +1,826 +9%
SVWAG
69
Sound View Wealth Advisors Group
Georgia
$748K -$69.4K -2,057 -9%
CF
70
Centaurus Financial
California
$700K -$12.2K -360 -2%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$675K +$671K +19,883 New
NA
72
NewEdge Advisors
Louisiana
$622K
CFP
73
Cypress Financial Planning
New Jersey
$611K +$5.97K +177 +1%
OIA
74
OneDigital Investment Advisors
Kansas
$608K -$2.63K -78 -0.4%
SAG
75
SageView Advisory Group
California
$572K -$574K -17,000 -50%