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Innovator US Equity Power Buffer ETF October

217 hedge funds and large institutions have $1.02B invested in Innovator US Equity Power Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

129% more capital invested

Capital invested by funds: $447M → $1.02B (+$578M)

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

24% more funds holding

Funds holding: 175217 (+42)

4.37% less ownership

Funds ownership: 78.93%74.56% (-4.4%)

Holders
217
Holders Change
+42
Holders Change %
+24%
% of All Funds
2.86%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
56
Increased
83
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
126
Quest 10 Wealth Builders
Virginia
$564K +$562K +14,257 New
CNWM
127
Clay Northam Wealth Management
California
$557K -$74.7K -1,893 -12%
FFS
128
Founders Financial Securities
Maryland
$543K +$139K +3,515 +34%
CFP
129
Cypress Financial Planning
New Jersey
$524K -$2.37K -60 -0.5%
AAP
130
Arax Advisory Partners
Colorado
$518K +$7.85K +199 +2%
WCM
131
Weaver Capital Management
Georgia
$515K +$188K +4,767 +58%
TWP
132
Triad Wealth Partners
Kansas
$514K +$512K +12,980 New
TFS
133
Thoroughbred Financial Services
Tennessee
$513K -$2.41K -61 -0.5%
AWA
134
Arete Wealth Advisors
Illinois
$512K -$67.6K -1,713 -12%
PSCM
135
Per Stirling Capital Management
Texas
$496K +$49.3K +1,249 +11%
CVA
136
Central Valley Advisors
California
$494K
BWM
137
BCGM Wealth Management
Indiana
$492K +$158K +4,000 +47%
NF
138
Nikulski Financial
Iowa
$489K +$11.2K +285 +2%
PWMG
139
Pinnacle Wealth Management Group
Michigan
$488K +$246K +6,240 +102%
CCAL
140
City Center Advisors LLC
Michigan
$480K +$12.9K +327 +3%
LIWM
141
Long Island Wealth Management
New York
$476K -$39.4K -1,000 -8%
CA
142
Continuum Advisory
Idaho
$461K -$118 -3 -0%
VBFG
143
Vishria Bird Financial Group
Tennessee
$444K
CCM
144
Coldstream Capital Management
Washington
$417K
IWM
145
IHT Wealth Management
Illinois
$400K +$398K +10,101 New
SWP
146
Summit Wealth Partners
Florida
$399K -$52.7K -1,336 -12%
OC
147
Optima Capital
Oregon
$389K +$388K +9,840 New
RCM
148
Riggs Capital Management
Utah
$388K +$387K +9,801 New
MA
149
Mutual Advisors
Nebraska
$383K -$10K -254 -3%
WC
150
Waterloo Capital
Texas
$382K +$381K +9,657 New