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Innovator US Equity Power Buffer ETF October

167 hedge funds and large institutions have $605M invested in Innovator US Equity Power Buffer ETF October in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 71 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

860% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 5

154% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 28

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

83% more capital invested

Capital invested by funds: $330M → $605M (+$275M)

33% more funds holding

Funds holding: 126167 (+41)

6.2% less ownership

Funds ownership: 83.05%76.85% (-6.2%)

Holders
167
Holders Change
+41
Holders Change %
+32.54%
% of All Funds
2.43%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
48
Increased
71
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1
Stuart Chaussee & Associates
California
$94.7M +$91.4M +2,623,091 New
AllianceBernstein
2
AllianceBernstein
Tennessee
$58.9M -$8.81M -252,812 -13%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$34.2M +$12M +343,958 +57%
GSIS
4
Global Strategic Investment Solutions
Arizona
$32.9M +$24.4M +700,704 +331%
BCM
5
Brookstone Capital Management
Illinois
$32.8M +$8.05M +231,202 +34%
PCM
6
Penserra Capital Management
California
$30.1M +$5.4M +154,990 +23%
Osaic Holdings
7
Osaic Holdings
Arizona
$18.2M +$5.06M +145,239 +41%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$15.3M +$4.78M +137,114 +48%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$13M +$10.4M +298,240 +486%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$12.2M -$792K -22,744 -6%
TC
11
TownSquare Capital
Utah
$12.2M +$8.6M +246,842 +270%
SI
12
Stephens Inc
Arkansas
$9.68M +$133K +3,821 +1%
BWM
13
Brown Wealth Management
Illinois
$8.64M +$7.92M +227,381 +1,907%
W
14
WPWealth
Texas
$8.15M -$429K -12,320 -5%
HighTower Advisors
15
HighTower Advisors
Illinois
$8.11M +$2.83M +81,156 +57%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$7.36M +$4.42M +126,813 +165%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.22M +$365K +10,467 +6%
TF
18
Trek Financial
Arizona
$7.04M +$636K +18,244 +10%
BPA
19
Beacon Pointe Advisors
California
$6.98M +$2.34M +67,093 +53%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$6.71M -$149K -4,278 -2%
AFA
21
AA Financial Advisors
Ohio
$6.3M +$6.08M +174,487 New
LPL Financial
22
LPL Financial
California
$6.25M +$2.65M +76,050 +78%
SWPG
23
Strategic Wealth Partners Group
Illinois
$6.18M +$5.96M +171,165 New
VBFP
24
Valtinson Bruner Financial Planning
Minnesota
$5.58M -$21.9K -630 -0.4%
MI
25
Motiv8 Investments
Florida
$5.55M +$5.35M +153,614 New