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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
SS
101
Sunbelt Securities
Texas
$340K -$50.6K -1,500 -13%
GCP
102
Gill Capital Partners
Colorado
$333K -$63.3K -1,876 -16%
MW
103
Marcum Wealth
Ohio
$326K
SWA
104
Stratos Wealth Advisors
Ohio
$325K -$785K -23,268 -71%
AWM
105
Atticus Wealth Management
Florida
$287K -$618K -18,320 -68%
BWM
106
BCGM Wealth Management
Indiana
$286K
CFS
107
CRA Financial Services
New Jersey
$274K -$92.8K -2,750 -25%
XF
108
XML Financial
Maryland
$271K
SPIA
109
Steward Partners Investment Advisory
New York
$242K
ML
110
McAdam LLC
Pennsylvania
$232K
AWM
111
Apollon Wealth Management
South Carolina
$222K
SFA
112
Sequoia Financial Advisors
Ohio
$214K +$213K +6,310 New
MW
113
MBL Wealth
North Carolina
$204K
CA
114
Clearstead Advisors
Ohio
$158K +$78.6K +2,330 +100%
SWA
115
Sutton Wealth Advisors
Florida
$106K
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$103K
EWA
117
EverSource Wealth Advisors
Alabama
$77.8K
HI
118
Harbour Investments
Wisconsin
$70.5K
Morgan Stanley
119
Morgan Stanley
New York
$70K +$41.3K +1,224 +146%
HIA
120
Harbor Investment Advisory
Maryland
$44.5K
CFD
121
Creative Financial Designs
Indiana
$34K
BTI
122
Blue Trust Inc
Georgia
$25K
William Blair & Company
123
William Blair & Company
Illinois
$13.2K
AWA
124
Authentikos Wealth Advisory
California
$6.79K +$6.75K +200 New
BFEC
125
Benjamin F. Edwards & Company
Missouri
$4K