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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
CFS
101
CRA Financial Services
New Jersey
$362K -$191K -5,890 -35%
CW
102
CreativeOne Wealth
Kansas
$360K +$348K +10,752 New
BMM
103
Berkshire Money Management
Massachusetts
$357K
CRWM
104
Castle Rock Wealth Management
California
$354K
PWMG
105
Pinnacle Wealth Management Group
Michigan
$348K
MCM
106
MAI Capital Management
Ohio
$342K -$261K -8,080 -44%
MW
107
Marcum Wealth
Ohio
$322K
MPCL
108
My Personal CFO LLC
Washington
$307K +$53.7K +1,659 +22%
RA
109
RFG Advisory
Alabama
$284K
BWM
110
BCGM Wealth Management
Indiana
$282K +$273K +8,425 New
XF
111
XML Financial
Maryland
$267K
SPIA
112
Steward Partners Investment Advisory
New York
$238K -$647 -20 -0.3%
ML
113
McAdam LLC
Pennsylvania
$229K
AWM
114
Apollon Wealth Management
South Carolina
$219K
MW
115
MBL Wealth
North Carolina
$201K -$34.5K -1,065 -15%
UBS Group
116
UBS Group
Switzerland
$117K -$3.3K -102 -3%
SWA
117
Sutton Wealth Advisors
Florida
$104K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$101K
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$96K -$562K -17,388 -86%
CA
120
Clearstead Advisors
Ohio
$78K
EWA
121
EverSource Wealth Advisors
Alabama
$76.7K
HBW
122
Hazlett, Burt & Watson
West Virginia
$72K
FA
123
Fiduciary Alliance
South Carolina
$70.3K +$67.9K +2,100 New
HI
124
Harbour Investments
Wisconsin
$69.5K
HIA
125
Harbor Investment Advisory
Maryland
$43.8K