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Innovator US Equity Power Buffer ETF October

146 hedge funds and large institutions have $493M invested in Innovator US Equity Power Buffer ETF October in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 68 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 7

300% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

72% more capital invested

Capital invested by funds: $287M → $493M (+$206M)

36% more funds holding

Funds holding: 107146 (+39)

45.09% less ownership

Funds ownership: 119.87%74.79% (-45%)

Holders
146
Holders Change
+39
Holders Change %
+36.45%
% of All Funds
2.35%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
49
Increased
68
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$73.7M +$692K +23,277 +1%
SEP
2
Southland Equity Partners
Missouri
$48.9M +$48.3M +1,625,028 New
BCM
3
Brookstone Capital Management
Illinois
$34.1M +$6.16M +207,040 +23%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.4M +$7.44M +250,205 +34%
AWM
5
AE Wealth Management
Kansas
$25.2M +$12.9M +433,348 +107%
GI
6
Gradient Investments
Minnesota
$21.3M +$21.1M +708,267 New
PCM
7
Penserra Capital Management
California
$14.3M +$1.71M +57,623 +14%
Osaic Holdings
8
Osaic Holdings
Arizona
$13.9M +$6.73M +226,134 +96%
SI
9
Stephens Inc
Arkansas
$13.7M +$13.5M +454,721 New
BMM
10
Berkshire Money Management
Massachusetts
$13.5M +$773K +25,975 +6%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$10.7M +$125K +4,214 +1%
FFG
12
Frisch Financial Group
New York
$10.3M +$508K +17,088 +5%
PP
13
PFS Partners
New Jersey
$8.79M +$8.69M +292,215 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.11M +$5.88M +197,770 +275%
W
15
WPWealth
Texas
$7.64M +$7.56M +254,057 New
GSIS
16
Global Strategic Investment Solutions
Arizona
$6.9M +$2.92M +98,051 +75%
ICG
17
InterOcean Capital Group
Tennessee
$6.76M +$5.38M +180,738 +409%
SFG
18
Steward Financial Group
Texas
$6.51M +$6.44M +216,561 New
Truist Financial
19
Truist Financial
North Carolina
$5.82M +$3.95M +132,701 +218%
TF
20
Trek Financial
Arizona
$5.49M +$5.43M +182,596 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.97M +$2.24M +75,370 +84%
VBFP
22
Valtinson Bruner Financial Planning
Minnesota
$4.89M +$4.31M +145,006 +988%
CWG
23
Crown Wealth Group
North Carolina
$4.27M +$989K +33,260 +31%
BPA
24
Beacon Pointe Advisors
California
$4.13M +$2.35M +78,911 +135%
LNC
25
Lincoln National Corp
Pennsylvania
$3.79M +$627K +21,067 +20%