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Innovator US Equity Power Buffer ETF October

213 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 55 funds opening new positions, 81 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+41
Holders Change %
+23.84%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
55
Increased
81
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LEFP
176
Leading Edge Financial Planning
Tennessee
$243K +$8.19K +207 +3%
GS
177
GWN Securities
Florida
$241K +$241K +6,100 New
MW
178
MBL Wealth
North Carolina
$240K +$10.1K +256 +4%
SF
179
Seros Financial
Arizona
$235K +$235K +6,132 New
SWA
180
Stratos Wealth Advisors
Ohio
$231K +$231K +5,826 New
CWM
181
Castle Wealth Management
Florida
$213K +$213K +5,390 New
KWS
182
Keystone Wealth Services
California
$213K +$5.1K +129 +2%
CWG
183
Crown Wealth Group
North Carolina
$212K
IIA
184
Integral Investment Advisors
California
$209K
LF
185
Lantz Financial
Illinois
$208K +$208K +5,249 New
SEIA
186
Signature Estate & Investment Advisors
California
$202K +$202K +5,117 New
SS
187
Sunbelt Securities
Texas
$158K -$79.3K -2,000 -33%
WP
188
WealthShield Partners
North Carolina
$155K +$155K +3,912 New
BWM
189
Bernard Wealth Management
Michigan
$142K +$142K +3,594 New
FNWA
190
Financial Network Wealth Advisors
Utah
$139K -$133K -3,352 -49%
EWA
191
EverSource Wealth Advisors
Alabama
$103K +$11.9K +300 +13%
WWM
192
Wagner Wealth Management
South Carolina
$79.1K
BBHC
193
Brown Brothers Harriman & Co
New York
$68.6K
SFG
194
Stonebridge Financial Group
Pennsylvania
$53K +$53K +1,340 New
Wells Fargo
195
Wells Fargo
California
$48.5K -$141K -3,552 -74%
CFGS
196
Concourse Financial Group Securities
Alabama
$46.2K +$16.9K +420 +58%
Royal Bank of Canada
197
Royal Bank of Canada
Ontario, Canada
$36K +$36K +900 New
BTI
198
Blue Trust Inc
Georgia
$30.1K
DFA
199
DHJJ Financial Advisors
Illinois
$29.5K
CIAS
200
Capital Investment Advisory Services
North Carolina
$19.8K