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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
CFD
126
Creative Financial Designs
Indiana
$33.5K
PIAS
127
PCA Investment Advisory Services
Ohio
$32.6K +$31.5K +973 New
Morgan Stanley
128
Morgan Stanley
New York
$28K
BTI
129
Blue Trust Inc
Georgia
$24K
GTAM
130
Global Trust Asset Management
Florida
$23.4K
William Blair & Company
131
William Blair & Company
Illinois
$13.1K +$12.6K +390 New
WP
132
WealthPLAN Partners
Nebraska
$10.9K
BFEC
133
Benjamin F. Edwards & Company
Missouri
$4K -$279K -8,616 -99%
SWM
134
Spire Wealth Management
Virginia
$3.58K
PP
135
PFS Partners
New Jersey
$636
FFG
136
Frisch Financial Group
New York
-$10.5M -333,355 Closed
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
-$893K -28,241 Closed
MA
138
MAS Advisors
Florida
-$884K -27,934 Closed
OWA
139
Outlook Wealth Advisors
Texas
-$723K -22,871 Closed
CWG
140
Crown Wealth Group
North Carolina
-$576K -18,209 Closed
MHS
141
M Holdings Securities
Oregon
-$499K -15,784 Closed
SOS
142
Silver Oak Securities
Tennessee
-$445K -14,058 Closed
CWS
143
Cypress Wealth Services
California
-$413K -13,046 Closed
AFP
144
Ausdal Financial Partners
Iowa
-$378K -11,965 Closed
WP
145
WealthSource Partners
California
-$364K -11,500 Closed
AAS
146
Ameritas Advisory Services
Nebraska
-$337K -10,545 Closed
VWA
147
Visionary Wealth Advisors
Illinois
-$329K -10,400 Closed
CA
148
Corrado Advisors
New Jersey
-$311K -9,836 Closed
WCG
149
Weaver Consulting Group
California
-$287K -9,083 Closed
GI
150
Gradient Investments
Minnesota
-$66.6K -2,106 Closed