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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
FFA
76
Fragasso Financial Advisors
Pennsylvania
$548K +$111K +3,300 +26%
RJA
77
Raymond James & Associates
Florida
$546K -$17.1K -506 -3%
CNWM
78
Clay Northam Wealth Management
California
$528K
RCM
79
Requisite Capital Management
Texas
$476K +$473K +14,020 New
W
80
WorthPointe
California
$469K
AF
81
Advisornet Financial
Minnesota
$468K +$12.4K +368 +3%
AWS
82
Atria Wealth Solutions
New York
$461K -$12.8K -378 -3%
IFG
83
Independent Financial Group
California
$445K
NF
84
Nikulski Financial
Iowa
$427K -$4.22K -125 -1%
NFG
85
Nations Financial Group
Iowa
$411K -$490K -14,517 -55%
CAG
86
Compass Advisory Group
New York
$410K -$35.1K -1,040 -8%
Betterment LLC
87
Betterment LLC
New York
$408K +$22.1K +656 +6%
WWA
88
WCG Wealth Advisors
Nevada
$405K +$402K +11,922 New
BWM
89
Brown Wealth Management
Illinois
$405K -$226K -6,700 -36%
MA
90
Mutual Advisors
Nebraska
$404K +$24.6K +730 +7%
RPGK
91
Retirement Planning Group (Kansas)
Kansas
$401K -$784K -23,230 -66%
AAP
92
Arax Advisory Partners
Colorado
$383K +$10.2K +301 +3%
VBFG
93
Vishria Bird Financial Group
Tennessee
$381K
MPCL
94
My Personal CFO LLC
Washington
$368K +$56.1K +1,663 +18%
PWMG
95
Pinnacle Wealth Management Group
Michigan
$367K +$13.5K +400 +4%
BMM
96
Berkshire Money Management
Massachusetts
$363K
AAS
97
Ameritas Advisory Services
Nebraska
$358K +$356K +10,545 New
KWM
98
Kingsview Wealth Management
Oregon
$356K -$15.7K -464 -4%
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$355K -$25.6K -758 -7%
MCM
100
MAI Capital Management
Ohio
$347K