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Innovator US Equity Power Buffer ETF October

175 hedge funds and large institutions have $447M invested in Innovator US Equity Power Buffer ETF October in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2.11% more ownership

Funds ownership: 76.82%78.93% (+2.1%)

0% more funds holding

Funds holding: 175175 (0)

2% less capital invested

Capital invested by funds: $457M → $447M (-$10.7M)

22% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 60

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
175
Holders Change
Holders Change %
0%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
20
Increased
47
Reduced
60
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$71.1M +$12.6M +325,560 +22%
PCM
2
Penserra Capital Management
California
$38.8M +$2.13M +55,160 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17M -$6.17M -159,897 -27%
KAS
4
Kestra Advisory Services
Texas
$14.8M -$2.17M -56,287 -13%
Osaic Holdings
5
Osaic Holdings
Arizona
$13.1M -$851K -22,053 -6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.6M -$631K -16,358 -5%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$11.2M -$880K -22,801 -7%
SI
8
Stephens Inc
Arkansas
$10.2M -$108K -2,800 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.1M +$1.05M +27,136 +12%
MI
10
Motiv8 Investments
Florida
$9.05M +$730K +18,903 +9%
GSIS
11
Global Strategic Investment Solutions
Arizona
$8.36M -$14.6M -378,241 -64%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.12M +$302K +7,822 +4%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$7.92M -$5.94K -154 -0.1%
LPL Financial
14
LPL Financial
California
$7.74M -$715K -18,516 -9%
AFA
15
AA Financial Advisors
Ohio
$7.19M +$390K +10,095 +6%
BPA
16
Beacon Pointe Advisors
California
$7.07M +$787K +20,398 +13%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$6.7M +$963K +24,950 +17%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$6.11M -$152K -3,936 -2%
BCM
19
Brookstone Capital Management
Illinois
$6.09M -$99.7K -2,584 -2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.98M +$1.25M +32,514 +27%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$5.77M -$136K -3,518 -2%
W
22
WPWealth
Texas
$5.68M +$1.07M +27,602 +23%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$5.45M +$77.2K +2,000 +1%
Truist Financial
24
Truist Financial
North Carolina
$5.44M +$1.29M +33,365 +31%
MML Investors Services
25
MML Investors Services
Massachusetts
$5.39M +$458K +11,873 +9%