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Innovator US Equity Power Buffer ETF September
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Overview Fund Activity

158 hedge funds and large institutions have $567M invested in Innovator US Equity Power Buffer ETF September in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 10 closing their positions.

Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
49
Reduced
46
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$32.3M
2
SWPG
2
Strategic Wealth Partners Group
Illinois
$8.06M
3
PCM
3
Penserra Capital Management
California
$30.3M
4
LPL Financial
4
LPL Financial
California
$5.65M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.55M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$2.86M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$153M
3
MCM
3
MAI Capital Management
Ohio
$12.3M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$4.42M
5
CHC
5
City Holding Co
West Virginia
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
26
TownSquare Capital
Utah
$4.73M 136,188 +7,061 +5%
BA
27
Bellwether Advisors
Nebraska
$4.63M 133,268 -161 -0.1%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$4.42M 127,014 -53,109 -29%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$4.27M 122,837 -5,987 -5%
AA
30
Advisory Alpha
Michigan
$3.95M 113,512 +7,403 +7%
KWM
31
KFG Wealth Management
Indiana
$3.83M 110,250 -10,770 -9%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$3.55M 102,034 +93,034 +1,034%
CA
33
CoreCap Advisors
Michigan
$3.24M 93,307 +9,389 +11%
CA
34
Cetera Advisors
Colorado
$3.04M 87,561 +2,168 +3%
William Blair & Company
35
William Blair & Company
Illinois
$2.92M 83,883 – –
PWA
36
Pillar Wealth Advisors
Pennsylvania
$2.9M 83,481 – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$2.86M 82,182 -137,112 -63%
WCM
38
Weaver Capital Management
Georgia
$2.7M 77,662 +77,662 New
ICG
39
InterOcean Capital Group
Tennessee
$2.68M 77,200 -2,055 -3%
BCM
40
Beck Capital Management
Texas
$2.55M 73,378 -1,013 -1%
SWP
41
Summit Wealth Partners
Florida
$2.5M 71,985 -6,514 -8%
CP
42
Camelot Portfolios
Ohio
$2.46M 70,831 +9,635 +16%
VWA
43
Visionary Wealth Advisors
Illinois
$2.4M 69,171 -3,002 -4%
DI
44
Diligent Investors
California
$2.33M 66,930 +5,065 +8%
VBFP
45
Valtinson Bruner Financial Planning
Minnesota
$2.32M 66,759 +2,224 +3%
CA
46
Corrado Advisors
New Jersey
$2.28M 65,680 -3,103 -5%
FCFC
47
First Commonwealth Financial Corp
Pennsylvania
$2.27M 65,310 +2,263 +4%
NA
48
NewEdge Advisors
Louisiana
$2.16M 61,286 +50,752 +482%
AWS
49
Atria Wealth Solutions
New York
$2.06M 59,394 +16,777 +39%
LJAC
50
L.J. Altfest & Co
New York
$2.06M 59,267 -5,051 -8%
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