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Innovator US Equity Power Buffer ETF September

163 hedge funds and large institutions have $514M invested in Innovator US Equity Power Buffer ETF September in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 76 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+4
Holders Change %
+2.52%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
13
Reduced
76
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$3.63M -$895K -23,756 -20%
KWM
27
KFG Wealth Management
Indiana
$3.57M -$32.3K -863 -0.9%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$3.5M -$6.11M -163,018 -64%
CA
29
CoreCap Advisors
Michigan
$3.44M -$98.1K -2,618 -3%
William Blair & Company
30
William Blair & Company
Illinois
$3.14M
MCM
31
MAI Capital Management
Ohio
$2.87M -$108K -2,871 -4%
WCM
32
Weaver Capital Management
Georgia
$2.86M -$33.5K -893 -1%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$2.72M +$2.72M +72,700 New
FCFC
34
First Commonwealth Financial Corp
Pennsylvania
$2.66M +$75.1K +2,005 +3%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$2.6M -$394K -10,503 -13%
DI
36
Diligent Investors
California
$2.51M
NA
37
NewEdge Advisors
Louisiana
$2.43M -$37 -1 -0%
BCM
38
Beck Capital Management
Texas
$2.42M -$165K -4,400 -6%
TC
39
TownSquare Capital
Utah
$2.32M -$156K -4,152 -6%
PWA
40
Pillar Wealth Advisors
Pennsylvania
$2.31M -$814K -21,712 -26%
CP
41
Camelot Portfolios
Ohio
$2.27M +$239K +6,375 +12%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.19M +$1.1M +29,371 +101%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.16M -$189K -5,052 -8%
VWA
44
Visionary Wealth Advisors
Illinois
$2.15M -$1.76K -47 -0.1%
LJAC
45
L.J. Altfest & Co
New York
$2.13M -$46.7K -1,247 -2%
PFA
46
Pathway Financial Advisors
Vermont
$2.08M
VBFP
47
Valtinson Bruner Financial Planning
Minnesota
$2.06M -$3.04K -81 -0.1%
BWM
48
BCGM Wealth Management
Indiana
$1.95M
OIA
49
OneDigital Investment Advisors
Kansas
$1.86M -$14.1K -377 -0.8%
CHC
50
City Holding Co
West Virginia
$1.83M