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Innovator US Equity Power Buffer ETF September

151 hedge funds and large institutions have $509M invested in Innovator US Equity Power Buffer ETF September in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
32
Increased
66
Reduced
32
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TF
101
Trek Financial
Arizona
$419K +$419K +12,925 New
MHS
102
M Holdings Securities
Oregon
$400K +$400K +12,344 New
SPIA
103
Steward Partners Investment Advisory
New York
$392K +$113K +3,489 +41%
WFAG
104
Worth Financial Advisory Group
North Carolina
$389K +$389K +11,995 New
OCM
105
Orion Capital Management
California
$384K +$45.4K +1,400 +13%
USCWA
106
U.S. Capital Wealth Advisors
Texas
$383K +$84.4K +2,605 +28%
CWG
107
Cornerstone Wealth Group
North Carolina
$370K
SS
108
Sunbelt Securities
Texas
$368K -$17.8K -550 -5%
WIA
109
World Investment Advisors
California
$362K -$109K -3,338 -23%
Citadel Advisors
110
Citadel Advisors
Florida
$359K -$268K -8,284 -43%
NA
111
NewEdge Advisors
Louisiana
$341K +$339K +10,470 +16,359%
CA
112
Continuum Advisory
Idaho
$330K +$330K +10,180 New
HI
113
Harbour Investments
Wisconsin
$309K +$110K +3,384 +55%
CNWM
114
Clay Northam Wealth Management
California
$307K
CPP
115
Capasso Planning Partners
South Carolina
$307K +$307K +9,484 New
SWA
116
Stratos Wealth Advisors
Ohio
$302K +$302K +9,307 New
SAG
117
SageView Advisory Group
California
$294K +$31.9K +984 +12%
PCA
118
Prosperity Capital Advisors
Ohio
$293K
SVWAG
119
Sound View Wealth Advisors Group
Georgia
$292K -$41.1K -1,270 -12%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$292K +$292K +9,000 New
RIS
121
Retirement Income Solutions
Michigan
$286K
RPGK
122
Retirement Planning Group (Kansas)
Kansas
$285K -$11.9K -367 -4%
EP
123
Eudaimonia Partners
Tennessee
$260K
MWM
124
Meridian Wealth Management
Kentucky
$253K +$25.3K +780 +11%
CFD
125
Creative Financial Designs
Indiana
$246K +$58.3K +1,800 +31%