PSEP icon

Innovator US Equity Power Buffer ETF September

208 hedge funds and large institutions have $723M invested in Innovator US Equity Power Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 30 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+19
Holders Change %
+10.05%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
36
Increased
30
Reduced
80
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Q1WB
76
Quest 10 Wealth Builders
Virginia
$1.15M +$1.15M +29,343 New
W
77
WPWealth
Texas
$1.13M -$82.1K -2,101 -7%
FFA
78
Farther Finance Advisors
California
$1.13M +$1.01M +25,798 +863%
SWM
79
Sugarloaf Wealth Management
Georgia
$1.09M -$8.4K -215 -0.8%
RCWM
80
Red Crane Wealth Management
California
$1.05M +$1.05M +26,962 New
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$1.04M +$35.2K +900 +4%
FIA
82
Foundations Investment Advisors
Arizona
$1.04M +$81.7K +2,090 +9%
HI
83
Harbour Investments
Wisconsin
$1.02M +$154K +3,944 +18%
CFP
84
Cypress Financial Planning
New Jersey
$1.01M -$33.1K -848 -3%
NA
85
NewEdge Advisors
Louisiana
$1.01M -$9.77K -250 -1%
CA
86
Continuum Advisory
Idaho
$1M -$9.22K -236 -0.9%
WA
87
Wealth Alliance
New York
$988K -$17.7K -453 -2%
BFC
88
Bedel Financial Consulting
Indiana
$957K -$30.7K -773 -3%
CHC
89
City Holding Co
West Virginia
$913K -$15.6K -400 -2%
SPWM
90
Straight Path Wealth Management
Michigan
$888K
FFN
91
Focus Financial Network
Minnesota
$858K -$50.3K -1,288 -6%
KFGG
92
Keystone Financial Group (Georgia)
Georgia
$850K +$850K +21,740 New
WCG
93
Weaver Consulting Group
California
$808K -$11.3K -288 -1%
VA
94
Valmark Advisers
Ohio
$796K -$1.17K -30 -0.1%
TF
95
Trek Financial
Arizona
$775K -$274K -7,023 -26%
AWA
96
Arete Wealth Advisors
Illinois
$749K
CPIG
97
Chicago Partners Investment Group
Illinois
$739K
CAG
98
Csenge Advisory Group
Florida
$726K +$156K +3,999 +27%
SPC
99
Sigma Planning Corp
Michigan
$705K -$139K -3,550 -16%
CIA
100
Concurrent Investment Advisors
Florida
$665K +$665K +17,026 New