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Innovator US Equity Power Buffer ETF October

171 hedge funds and large institutions have $454M invested in Innovator US Equity Power Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 80 reducing their positions, and 11 closing their positions.

Holders
171
Holders Change
+3
Holders Change %
+1.79%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
18
Increased
20
Reduced
80
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PS
151
Principal Securities
Iowa
$131K 3,427
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$129K 3,364 +342 +11%
UBS Group
153
UBS Group
Switzerland
$92.7K 2,420 +2,420 New
EWA
154
EverSource Wealth Advisors
Alabama
$88.3K 2,292
WWM
155
Wagner Wealth Management
South Carolina
$76.6K 2,000
SIS
156
Sound Income Strategies
Florida
$72.5K 1,893 +1,893 New
BBHC
157
Brown Brothers Harriman & Co
New York
$66.4K 1,735
DFA
158
DHJJ Financial Advisors
Illinois
$57.4K 1,500
CFD
159
Creative Financial Designs
Indiana
$38.3K 1,000
Morgan Stanley
160
Morgan Stanley
New York
$32.1K 838
BTI
161
Blue Trust Inc
Georgia
$28.5K 761
CVA
162
Central Valley Advisors
California
$23.1K 12,476
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$13.7K 357 +357 New
CB
164
CNB Bank
Pennsylvania
$13K 340
ACM
165
Anfield Capital Management
California
$12.2K 318
AF
166
Allworth Financial
California
$7.95K 207 +207 New
CJ
167
Caitlin John
Michigan
$6.85K 179
SWM
168
Spire Wealth Management
Virginia
$4.1K 107
RIL
169
Rothschild Investment LLC
Illinois
$2.07K 54
TFGT
170
TS Financial Group (TSFG)
Illinois
$1K 17
FHC
171
First Heartland Consultants
Missouri
$215 5,628 -141 -2%
LNC
172
Lincoln National Corp
Pennsylvania
-81,124 Closed
SPC
173
Sigma Planning Corp
Michigan
-43,773 Closed
WWA
174
WCG Wealth Advisors
Nevada
-11,281 Closed
CCM
175
Coldstream Capital Management
Washington
-10,535 Closed