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Innovator US Equity Power Buffer ETF October

133 hedge funds and large institutions have $325M 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, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-11
Holders Change %
-7.64%
% of All Funds
2.1%
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
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
126
Morgan Stanley
New York
$28K
BTI
127
Blue Trust Inc
Georgia
$24K
GTAM
128
Global Trust Asset Management
Florida
$23.4K
William Blair & Company
129
William Blair & Company
Illinois
$13.1K +$13.1K +390 New
WP
130
WealthPLAN Partners
Nebraska
$10.9K
BFEC
131
Benjamin F. Edwards & Company
Missouri
$4K -$295K -8,616 -99%
SWM
132
Spire Wealth Management
Virginia
$3.58K
PP
133
PFS Partners
New Jersey
$636
FFG
134
Frisch Financial Group
New York
-$10.5M -333,355 Closed
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
-$893K -28,241 Closed
MA
136
MAS Advisors
Florida
-$884K -27,934 Closed
OWA
137
Outlook Wealth Advisors
Texas
-$723K -22,871 Closed
CWG
138
Crown Wealth Group
North Carolina
-$576K -18,209 Closed
MHS
139
M Holdings Securities
Oregon
-$499K -15,784 Closed
SOS
140
Silver Oak Securities
Tennessee
-$445K -14,058 Closed
CWS
141
Cypress Wealth Services
California
-$413K -13,046 Closed
AFP
142
Ausdal Financial Partners
Iowa
-$378K -11,965 Closed
WP
143
WealthSource Partners
California
-$364K -11,500 Closed
AAS
144
Ameritas Advisory Services
Nebraska
-$337K -10,545 Closed
VWA
145
Visionary Wealth Advisors
Illinois
-$329K -10,400 Closed
CA
146
Corrado Advisors
New Jersey
-$311K -9,836 Closed
WCG
147
Weaver Consulting Group
California
-$287K -9,083 Closed
GI
148
Gradient Investments
Minnesota
-$66.6K -2,106 Closed
JPMorgan Chase & Co
149
JPMorgan Chase & Co
New York
-$54.2K -1,713 Closed
WIM
150
WealthPlan Investment Management
Nebraska
-$29.7K -938 Closed