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Innovator US Equity Power Buffer ETF October

135 hedge funds and large institutions have $328M invested in Innovator US Equity Power Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.79% less ownership

Funds ownership: 69.84%67.05% (-2.8%)

6% less capital invested

Capital invested by funds: $348M → $328M (-$20.5M)

8% less funds holding

Funds holding: 146135 (-11)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

79% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 68

Holders
135
Holders Change
-11
Holders Change %
-7.53%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
14
Reduced
68
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
76
Jane Street
New York
$653K -$618K -19,106 -49%
BWM
77
Brown Wealth Management
Illinois
$623K +$602K +18,621 New
NA
78
NewEdge Advisors
Louisiana
$613K
OIA
79
OneDigital Investment Advisors
Kansas
$602K -$336K -10,384 -37%
CFP
80
Cypress Financial Planning
New Jersey
$596K -$44K -1,359 -7%
DFA
81
DHJJ Financial Advisors
Illinois
$589K -$12.9K -400 -2%
RJA
82
Raymond James & Associates
Florida
$555K +$24.8K +767 +5%
CNWM
83
Clay Northam Wealth Management
California
$521K
AWS
84
Atria Wealth Solutions
New York
$467K -$808K -24,978 -64%
W
85
WorthPointe
California
$462K -$400K -12,355 -47%
AF
86
Advisornet Financial
Minnesota
$449K
CAG
87
Compass Advisory Group
New York
$439K
IFG
88
Independent Financial Group
California
$438K
FFA
89
Fragasso Financial Advisors
Pennsylvania
$429K
NF
90
Nikulski Financial
Iowa
$425K
CAL
91
Capital Analysts LLC
Pennsylvania
$419K -$118K -3,652 -23%
VWA
92
V Wealth Advisors
Kansas
$399K
GCP
93
Gill Capital Partners
Colorado
$391K -$2.72M -83,952 -88%
SS
94
Sunbelt Securities
Texas
$385K -$84.1K -2,600 -18%
Betterment LLC
95
Betterment LLC
New York
$381K -$75.1K -2,322 -17%
VBFG
96
Vishria Bird Financial Group
Tennessee
$376K
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$375K -$257K -7,936 -41%
MA
98
Mutual Advisors
Nebraska
$374K -$27.2K -842 -7%
AAP
99
Arax Advisory Partners
Colorado
$368K
KWM
100
Kingsview Wealth Management
Oregon
$367K -$181K -5,606 -34%