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Innovator US Equity Power Buffer ETF October

20 hedge funds and large institutions have $22.6M invested in Innovator US Equity Power Buffer ETF October in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

43% more funds holding

Funds holding: 1420 (+6)

9% less capital invested

Capital invested by funds: $24.9M → $22.6M (-$2.26M)

22.56% less ownership

Funds ownership: 169.13%146.57% (-23%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
5
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$9.17M -$4.87M -203,444 -35%
RTS
2
Round Table Services
New Jersey
$2.26M +$2.22M +92,600 New
EWM
3
Elmwood Wealth Management
California
$1.4M +$1.37M +57,405 New
WCG
4
Weaver Consulting Group
California
$1.33M +$1.29M +53,809 New
WP
5
WealthPLAN Partners
Nebraska
$1.03M
RIS
6
Retirement Income Solutions
Michigan
$988K +$967K +40,397 New
Jane Street
7
Jane Street
New York
$860K +$15.4K +645 +2%
CPIG
8
Chicago Partners Investment Group
Illinois
$848K
CAN
9
Cetera Advisor Networks
California
$824K +$566K +23,656 +236%
FI
10
FormulaFolio Investments
Michigan
$655K +$641K +26,773 New
SG Americas Securities
11
SG Americas Securities
New York
$611K
AG
12
Advisor Group
Arizona
$610K +$212K +8,871 +55%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$575K +$30.6K +1,280 +6%
DI
14
Diligent Investors
California
$545K +$533K +22,291 New
LNC
15
Lincoln National Corp
Pennsylvania
$430K +$20.3K +850 +5%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$354K +$346K +14,475 New
CA
17
Cetera Advisors
Colorado
$71K +$69.9K +2,920 New
GEA
18
Glen Eagle Advisors
New Jersey
$26.9K
GWM
19
Geneos Wealth Management
Colorado
$10K
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.23K +135 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
-$1.62M -71,089 Closed
ACM
22
Arlington Capital Management
Illinois
-$727K -31,827 Closed