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Innovator US Equity Power Buffer ETF October

217 hedge funds and large institutions have $1.02B invested in Innovator US Equity Power Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

129% more capital invested

Capital invested by funds: $447M → $1.02B (+$578M)

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

24% more funds holding

Funds holding: 175217 (+42)

4.37% less ownership

Funds ownership: 78.93%74.56% (-4.4%)

Holders
217
Holders Change
+42
Holders Change %
+24%
% of All Funds
2.86%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
56
Increased
83
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$363M -$48.9K -1,240 -12%
AllianceBernstein
2
AllianceBernstein
Tennessee
$74.5M +$2.28M +57,937 +3%
PCM
3
Penserra Capital Management
California
$46.7M +$7.25M +183,896 +18%
BCM
4
Brookstone Capital Management
Illinois
$37.7M +$31.4M +796,523 +510%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$32.1M +$25.8M +655,418 +418%
Raymond James Financial
6
Raymond James Financial
Florida
$30.7M +$30.6M +775,474 New
Osaic Holdings
7
Osaic Holdings
Arizona
$28.9M +$15.5M +392,006 +116%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17.8M +$541K +13,728 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.4M +$3.21M +81,358 +32%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$12.7M +$7.12M +180,559 +129%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$10.5M -$849K -21,541 -7%
SI
12
Stephens Inc
Arkansas
$10.3M -$60.7K -1,540 -0.6%
HighTower Advisors
13
HighTower Advisors
Illinois
$9.46M +$1.22M +30,844 +15%
KAS
14
Kestra Advisory Services
Texas
$9.34M -$5.68M -143,910 -38%
MCM
15
MAI Capital Management
Ohio
$8.78M +$7.5M +190,273 +600%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$8.26M +$1.45M +36,841 +21%
BPA
17
Beacon Pointe Advisors
California
$8.15M +$956K +24,240 +13%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$8.08M +$43.4K +1,100 +0.5%
AFA
19
AA Financial Advisors
Ohio
$8.03M +$717K +18,192 +10%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$7.96M +$941K +23,859 +13%
LPL Financial
21
LPL Financial
California
$7.94M +$77K +1,952 +1%
BIM
22
Bullseye Investment Management
Ohio
$7.72M +$7.71M +195,593 New
MML Investors Services
23
MML Investors Services
Massachusetts
$7.16M +$1.68M +42,539 +31%
MI
24
Motiv8 Investments
Florida
$7.12M -$2.06M -52,319 -23%
GSIS
25
Global Strategic Investment Solutions
Arizona
$6.83M -$1.66M -42,102 -20%