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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
CIA
176
Compass Ion Advisors
Pennsylvania
$260K -$197 -5 -0.1%
APP
177
Avantax Planning Partners
Iowa
$257K -$3.98K -101 -2%
CPCM
178
Cardinal Point Capital Management
Ontario, Canada
$249K +$248K +6,300 New
LEFP
179
Leading Edge Financial Planning
Tennessee
$243K +$8.16K +207 +3%
GS
180
GWN Securities
Florida
$241K +$241K +6,100 New
MW
181
MBL Wealth
North Carolina
$240K +$10.1K +256 +4%
SF
182
Seros Financial
Arizona
$235K +$242K +6,132 New
SWA
183
Stratos Wealth Advisors
Ohio
$231K +$230K +5,826 New
CWM
184
Castle Wealth Management
Florida
$213K +$213K +5,390 New
KWS
185
Keystone Wealth Services
California
$213K +$5.09K +129 +2%
CWG
186
Crown Wealth Group
North Carolina
$212K
IIA
187
Integral Investment Advisors
California
$209K
LF
188
Lantz Financial
Illinois
$208K +$207K +5,249 New
SEIA
189
Signature Estate & Investment Advisors
California
$202K +$202K +5,117 New
SS
190
Sunbelt Securities
Texas
$158K -$78.9K -2,000 -33%
WP
191
WealthShield Partners
North Carolina
$155K +$154K +3,912 New
BWM
192
Bernard Wealth Management
Michigan
$142K +$142K +3,594 New
FNWA
193
Financial Network Wealth Advisors
Utah
$139K -$132K -3,352 -49%
EWA
194
EverSource Wealth Advisors
Alabama
$103K +$11.8K +300 +13%
WWMSC
195
Wagner Wealth Management (South Carolina)
South Carolina
$79.1K
BBHC
196
Brown Brothers Harriman & Co
New York
$68.6K
SFGP
197
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$53K +$52.8K +1,340 New
Wells Fargo
198
Wells Fargo
California
$48.5K -$140K -3,552 -74%
CFGS
199
Concourse Financial Group Securities
Alabama
$46.2K +$16.6K +420 +58%
Royal Bank of Canada
200
Royal Bank of Canada
Ontario, Canada
$36K +$35.5K +900 New