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Innovator US Equity Power Buffer ETF October

87 hedge funds and large institutions have $154M invested in Innovator US Equity Power Buffer ETF October in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $115M → $154M (+$39.5M)

10.85% more ownership

Funds ownership: 57.86%68.71% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

1% less funds holding

Funds holding: 8887 (-1)

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
1
Transform Wealth
Colorado
$36.4M +$37.6M +1,297,511 New
AllianceBernstein
2
AllianceBernstein
Tennessee
$13.9M -$62.8K -2,166 -0.4%
PCM
3
Penserra Capital Management
California
$9.66M +$2.12M +73,313 +27%
FFG
4
Frisch Financial Group
New York
$9.26M +$9.55M +329,704 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.33M +$613K +21,158 +9%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.17M -$2.27M -78,467 -30%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$5.14M +$5.31M +183,238 New
GCP
8
Gill Capital Partners
Colorado
$4.74M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.39M +$35.4K +1,222 +0.8%
MW
10
MBL Wealth
North Carolina
$4.24M +$4.38M +150,992 New
CHC
11
City Holding Co
West Virginia
$3.16M +$232K +8,000 +8%
LNC
12
Lincoln National Corp
Pennsylvania
$2.48M +$503K +17,361 +24%
BMD
13
Better Money Decisions
New Mexico
$2.27M -$228K -7,878 -9%
EWM
14
Elmwood Wealth Management
California
$2.16M -$55.8K -1,925 -2%
PWA
15
Pillar Wealth Advisors
Pennsylvania
$1.78M
RIS
16
Retirement Income Solutions
Michigan
$1.57M +$71.5K +2,466 +5%
CAN
17
Cetera Advisor Networks
California
$1.54M -$28.6K -987 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.53M +$225K +7,769 +17%
MFG
19
MTM Financial Group
Pennsylvania
$1.38M -$38.3K -1,322 -3%
AWM
20
AE Wealth Management
Kansas
$1.21M +$176K +6,083 +16%
BA
21
Bellwether Advisors
Nebraska
$1.19M
Truist Financial
22
Truist Financial
North Carolina
$1.18M
CA
23
CoreCap Advisors
Michigan
$1.15M -$7.59K -262 -0.6%
ICG
24
InterOcean Capital Group
Tennessee
$1.14M +$9.07K +313 +0.8%
BPA
25
Beacon Pointe Advisors
California
$1.12M -$1.26M -43,383 -52%