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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 %
CIA
51
Cape Investment Advisory
Georgia
$1.76M
AAS
52
Avantax Advisory Services
Texas
$1.72M -$12.7K -340 -0.7%
KWS
53
Keystone Wealth Services
California
$1.71M -$352K -9,400 -17%
BWM
54
BCS Wealth Management
Tennessee
$1.64M -$346K -9,235 -17%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.59M -$22.5K -600 -1%
AWM
56
Apollon Wealth Management
South Carolina
$1.42M
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$1.33M -$412 -11 -0%
PWMG
58
Pinnacle Wealth Management Group
Michigan
$1.32M -$318K -8,500 -19%
BWM
59
Brown Wealth Management
Illinois
$1.27M -$104K -2,777 -8%
TWM
60
Tradition Wealth Management
Minnesota
$1.23M
CB
61
Chris Bulman
California
$1.22M +$1.22M +32,487 New
Jane Street
62
Jane Street
New York
$1.16M -$1.43M -38,140 -55%
SWP
63
Summit Wealth Partners
Florida
$1.07M -$67.9K -1,812 -6%
RA
64
RFG Advisory
Alabama
$1.02M -$16.4K -437 -2%
BFC
65
Bedel Financial Consulting
Indiana
$921K -$6.3K -168 -0.7%
SWM
66
Sugarloaf Wealth Management
Georgia
$883K -$27.5K -734 -3%
SPWM
67
Straight Path Wealth Management
Michigan
$851K
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$831K -$1.12K -30 -0.1%
FA
69
FSA Advisors
Michigan
$818K -$1.72K -46 -0.2%
JCM
70
Jacobi Capital Management
Pennsylvania
$814K +$814K +21,712 New
Citadel Advisors
71
Citadel Advisors
Florida
$779K +$211K +5,637 +37%
WA
72
Wealth Alliance
New York
$737K
SI
73
Stephens Inc
Arkansas
$723K
CPIG
74
Chicago Partners Investment Group
Illinois
$710K
FFN
75
Focus Financial Network
Minnesota
$710K -$23.7K -630 -3%