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Innovator US Equity Power Buffer ETF September
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Overview Fund Activity

189 hedge funds and large institutions have $698M invested in Innovator US Equity Power Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
189
Holders Change
+26
Holders Change %
+15.95%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
40
Increased
77
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$54.5M
2
BCM
2
Brookstone Capital Management
Illinois
$30.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$44.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$39.8M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.6M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$136M
2
AA
2
Advisory Alpha
Michigan
$1.39M
3
PWA
3
Pillar Wealth Advisors
Pennsylvania
$0
4
NA
4
NewEdge Advisors
Louisiana
$1M
5
BA
5
Bellwether Advisors
Nebraska
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$4.29M -$394K -10,219 -8%
OWA
27
Outlook Wealth Advisors
Texas
$4.14M +$3.16M +82,007 +322%
William Blair & Company
28
William Blair & Company
Illinois
$3.98M +$751K +19,497 +23%
KWM
29
KFG Wealth Management
Indiana
$3.84M +$172K +4,471 +5%
BA
30
Bellwether Advisors
Nebraska
$3.75M -$1.24M -32,304 -25%
WCM
31
Weaver Capital Management
Georgia
$3.7M +$757K +19,640 +26%
FCFC
32
First Commonwealth Financial Corp
Pennsylvania
$3.5M +$770K +19,992 +28%
JCM
33
Jacobi Capital Management
Pennsylvania
$3.1M +$2.26M +58,728 +270%
SI
34
Stephens Inc
Arkansas
$2.92M +$2.17M +56,439 +292%
DI
35
Diligent Investors
California
$2.91M +$328K +8,500 +13%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$2.87M +$66.3K +1,720 +2%
TC
37
TownSquare Capital
Utah
$2.58M +$187K +4,862 +8%
BCM
38
Beck Capital Management
Texas
$2.43M -$54.7K -1,420 -2%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$2.29M +$74.7K +1,939 +3%
VWA
40
Visionary Wealth Advisors
Illinois
$2.26M +$53.9K +1,400 +2%
CB
41
Chris Bulman
California
$2.23M +$978K +25,373 +78%
LJAC
42
L.J. Altfest & Co
New York
$2.19M – – –
SW
43
SMART Wealth
Nebraska
$2.1M +$2.1M +54,574 New
VBFP
44
Valtinson Bruner Financial Planning
Minnesota
$2.09M -$25.9K -673 -1%
PFA
45
Pathway Financial Advisors
Vermont
$2.05M -$87.5K -2,270 -4%
CA
46
Corrado Advisors
New Jersey
$2.04M +$1.49M +38,568 +269%
OIA
47
OneDigital Investment Advisors
Kansas
$2M +$85.9K +2,230 +4%
AWS
48
Atria Wealth Solutions
New York
$1.99M +$1.29M +33,540 +185%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.98M -$679K -17,726 -26%
CP
50
Camelot Portfolios
Ohio
$1.88M -$451K -11,715 -19%
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