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Innovator US Equity Power Buffer ETF October

135 hedge funds and large institutions have $328M invested in Innovator US Equity Power Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.79% less ownership

Funds ownership: 69.84%67.05% (-2.8%)

6% less capital invested

Capital invested by funds: $348M → $328M (-$20.5M)

8% less funds holding

Funds holding: 146135 (-11)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

79% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 68

Holders
135
Holders Change
-11
Holders Change %
-7.53%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
8
Increased
14
Reduced
68
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$80.4M -$343K -10,602 -0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$22.1M -$4.02M -124,114 -16%
PCM
3
Penserra Capital Management
California
$20.3M +$1.94M +60,019 +11%
SI
4
Stephens Inc
Arkansas
$15M -$264K -8,175 -2%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$11.5M -$247K -7,645 -2%
BCM
6
Brookstone Capital Management
Illinois
$10.8M -$1.04M -32,298 -9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.9M -$162K -5,016 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.8M -$4.24M -130,987 -33%
GSIS
9
Global Strategic Investment Solutions
Arizona
$7.28M -$390K -12,060 -5%
TF
10
Trek Financial
Arizona
$5.97M -$145K -4,481 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.87M -$217K -6,721 -4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.75M +$3.59M +110,839 +182%
VBFP
13
Valtinson Bruner Financial Planning
Minnesota
$5.28M -$13.5K -418 -0.3%
ICG
14
InterOcean Capital Group
Tennessee
$5.06M -$1.46M -45,186 -23%
W
15
WPWealth
Texas
$4.93M
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$4.13M -$18K -557 -0.4%
LNC
17
Lincoln National Corp
Pennsylvania
$4.01M +$65.6K +2,029 +2%
PWA
18
Pillar Wealth Advisors
Pennsylvania
$3.84M
Truist Financial
19
Truist Financial
North Carolina
$3.82M -$1.4M -43,207 -27%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$3.75M -$61.3K -1,895 -2%
BPA
21
Beacon Pointe Advisors
California
$3.6M -$902K -27,880 -21%
EWM
22
Elmwood Wealth Management
California
$2.87M -$76.3K -2,360 -3%
AWM
23
AE Wealth Management
Kansas
$2.77M -$24.3M -751,620 -90%
KAS
24
Kestra Advisory Services
Texas
$2.25M -$75.2K -2,326 -3%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.2M +$108K +3,329 +5%