We are live on ! Find out more
POCT icon

Innovator US Equity Power Buffer ETF October

126 hedge funds and large institutions have $330M invested in Innovator US Equity Power Buffer ETF October in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more ownership

Funds ownership: 67.05%83.05% (+16%)

1% more capital invested

Capital invested by funds: $328M → $330M (+$2.35M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less funds holding

Funds holding: 135126 (-9)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

Holders
126
Holders Change
-9
Holders Change %
-6.67%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
39
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$64M -$17.5M -519,642 -22%
PCM
2
Penserra Capital Management
California
$23M +$2.38M +70,560 +12%
BCM
3
Brookstone Capital Management
Illinois
$23M +$11.9M +352,466 +109%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$20.5M -$1.89M -55,928 -8%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$12.3M +$654K +19,372 +6%
Osaic Holdings
6
Osaic Holdings
Arizona
$12.1M +$3.2M +94,759 +36%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.74M +$713K +21,124 +8%
SI
8
Stephens Inc
Arkansas
$8.97M -$6.17M -182,755 -41%
W
9
WPWealth
Texas
$8.08M +$3.07M +90,841 +62%
GSIS
10
Global Strategic Investment Solutions
Arizona
$7.18M -$203K -6,010 -3%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$6.46M +$6.42M +190,080 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.43M +$479K +14,188 +8%
TF
13
Trek Financial
Arizona
$6M -$59.5K -1,762 -1%
VBFP
14
Valtinson Bruner Financial Planning
Minnesota
$5.27M -$89.7K -2,658 -2%
HighTower Advisors
15
HighTower Advisors
Illinois
$4.88M +$4.1M +121,549 +553%
ICG
16
InterOcean Capital Group
Tennessee
$4.6M -$528K -15,655 -10%
BPA
17
Beacon Pointe Advisors
California
$4.29M +$633K +18,741 +17%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$3.5M -$691K -20,478 -17%
Truist Financial
19
Truist Financial
North Carolina
$3.45M -$431K -12,757 -11%
PWA
20
Pillar Wealth Advisors
Pennsylvania
$3.43M -$469K -13,883 -12%
LPL Financial
21
LPL Financial
California
$3.3M +$1.65M +48,845 +101%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.28M +$1.46M +43,304 +81%
CA
23
CoreCap Advisors
Michigan
$3.16M +$1.05M +31,097 +50%
TC
24
TownSquare Capital
Utah
$3.11M +$2.37M +70,137 +327%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$2.61M +$589K +17,446 +29%