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Innovator US Equity Power Buffer ETF October

47 hedge funds and large institutions have $105M invested in Innovator US Equity Power Buffer ETF October in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $97.3M → $105M (+$7.89M)

7% more funds holding

Funds holding: 4447 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7.44% less ownership

Funds ownership: 47.54%40.1% (-7.4%)

71% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 21

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
6
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTS
1
Round Table Services
New Jersey
$21.3M +$17.3M +712,250 +534%
BMM
2
Berkshire Money Management
Massachusetts
$20.4M -$6.85M -281,926 -26%
PI
3
Parkside Investments
Illinois
$7.38M +$105K +4,300 +1%
TFS
4
TrustCore Financial Services
Tennessee
$5.58M +$5.39M +221,640 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.89M -$704K -28,957 -13%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.56M +$568K +23,357 +15%
GCP
7
Gill Capital Partners
Colorado
$4.49M +$22.5K +925 +0.5%
Citadel Advisors
8
Citadel Advisors
Florida
$3.74M +$3.61M +148,642 New
HighTower Advisors
9
HighTower Advisors
Illinois
$2.51M
CAN
10
Cetera Advisor Networks
California
$2.04M -$1.39M -57,164 -41%
EWM
11
Elmwood Wealth Management
California
$2M +$1.93M +79,275 New
VBFP
12
Valtinson Bruner Financial Planning
Minnesota
$1.95M -$2.58K -106 -0.1%
WCG
13
Weaver Consulting Group
California
$1.87M
RIS
14
Retirement Income Solutions
Michigan
$1.76M
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.69M +$72.3K +2,973 +5%
LNC
16
Lincoln National Corp
Pennsylvania
$1.64M +$325K +13,389 +26%
WP
17
WealthPLAN Partners
Nebraska
$1.6M -$15.5M -638,049 -91%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.41M -$1.51M -62,110 -53%
FAAS
19
First Allied Advisory Services
California
$1.36M -$96.8K -3,982 -7%
CM
20
Columbus Macro
Pennsylvania
$1.32M -$115K -4,747 -8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.32M -$115K -4,747 -8%
SIA
22
Soltis Investment Advisors
Utah
$1.28M -$261K -10,726 -17%
CWG
23
Cornerstone Wealth Group
North Carolina
$1.05M -$201K -8,266 -17%
BFA
24
Beacon Financial Advisory
Ohio
$825K
DI
25
Diligent Investors
California
$793K -$147K -6,065 -16%