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Innovator US Equity Power Buffer ETF October

52 hedge funds and large institutions have $154M invested in Innovator US Equity Power Buffer ETF October in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

37% more funds holding

Funds holding: 3852 (+14)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

5% more capital invested

Capital invested by funds: $146M → $154M (+$7.89M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.01% less ownership

Funds ownership: 55.47%51.45% (-4%)

Holders
52
Holders Change
+14
Holders Change %
+36.84%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
16
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTS
1
Round Table Services
New Jersey
$48.3M +$150K +5,981 +0.3%
BMM
2
Berkshire Money Management
Massachusetts
$29M +$682K +27,193 +2%
MML Investors Services
3
MML Investors Services
Massachusetts
$14.4M +$13M +518,527 +956%
PI
4
Parkside Investments
Illinois
$8.29M +$501K +20,000 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.02M -$1.76M -70,141 -18%
AG
6
Advisor Group
Arizona
$4.05M +$2.36M +94,350 +142%
CAN
7
Cetera Advisor Networks
California
$3.23M +$201K +8,002 +7%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.4M +$2.39M +95,168 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.29M +$425K +16,947 +23%
VBFP
10
Valtinson Bruner Financial Planning
Minnesota
$1.91M -$952 -38 -0.1%
RIS
11
Retirement Income Solutions
Michigan
$1.91M +$904K +36,063 +91%
WCG
12
Weaver Consulting Group
California
$1.84M -$258K -10,308 -12%
LJAC
13
L.J. Altfest & Co
New York
$1.83M -$18M -718,175 -91%
OMC
14
Old Mission Capital
Illinois
$1.83M +$1.82M +72,623 New
EWM
15
Elmwood Wealth Management
California
$1.83M +$12.9K +515 +0.7%
SIA
16
Soltis Investment Advisors
Utah
$1.56M +$1.55M +61,904 New
FAAS
17
First Allied Advisory Services
California
$1.55M -$63.9K -2,548 -4%
CM
18
Columbus Macro
Pennsylvania
$1.51M -$63.9K -2,548 -4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.51M -$63.9K -2,548 -4%
BFA
20
Beacon Financial Advisory
Ohio
$1.26M +$1.26M +50,141 New
Wolverine Trading
21
Wolverine Trading
Illinois
$1.21M +$1.2M +47,990 New
CWG
22
Cornerstone Wealth Group
North Carolina
$1.14M +$1.13M +45,149 New
WP
23
WealthPLAN Partners
Nebraska
$1.07M
DI
24
Diligent Investors
California
$967K +$526 +21 +0.1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$917K +$912K +36,377 New