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Innovator US Equity Power Buffer ETF September

141 hedge funds and large institutions have $417M invested in Innovator US Equity Power Buffer ETF September in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-10
Holders Change %
-6.62%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
9
Increased
14
Reduced
81
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RPGK
101
Retirement Planning Group (Kansas)
Kansas
$300K -$136K -4,147 -31%
Cerity Partners
102
Cerity Partners
New York
$298K -$82.6K -2,524 -22%
CFS
103
CRA Financial Services
New Jersey
$296K -$80.1K -2,450 -21%
PCA
104
Prosperity Capital Advisors
Ohio
$296K
BFC
105
Bedel Financial Consulting
Indiana
$293K -$12K -366 -4%
RIS
106
Retirement Income Solutions
Michigan
$289K
SPIA
107
Steward Partners Investment Advisory
New York
$282K
PA
108
Parallel Advisors
California
$275K +$275K +8,409 New
SAG
109
SageView Advisory Group
California
$264K -$344K -10,516 -57%
EP
110
Eudaimonia Partners
Tennessee
$262K
CWG
111
Crown Wealth Group
North Carolina
$234K -$5.59M -170,793 -96%
MSFS
112
Main Street Financial Solutions
Pennsylvania
$232K
MWM
113
Meridian Wealth Management
Kentucky
$230K
SSW
114
Smith Shellnut Wilson
Mississippi
$229K
KWM
115
KFG Wealth Management
Indiana
$225K
TSS
116
Two Sigma Securities
New York
$211K +$211K +6,461 New
AWP
117
Ascent Wealth Partners
New York
$204K +$204K +6,230 New
RA
118
RFG Advisory
Alabama
$202K +$202K +6,185 New
HI
119
Harbour Investments
Wisconsin
$202K -$57.2K -1,748 -22%
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$200K +$159K +4,863 +389%
WP
121
WealthPLAN Partners
Nebraska
$194K -$60.2K -1,841 -24%
CFD
122
Creative Financial Designs
Indiana
$190K
BFEC
123
Benjamin F. Edwards & Company
Missouri
$184K -$321K -9,842 -64%
Morgan Stanley
124
Morgan Stanley
New York
$147K
SWM
125
Spire Wealth Management
Virginia
$137K -$240K -7,340 -64%