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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 %
RJA
126
Raymond James & Associates
Florida
$246K +$246K +7,591 New
RWM
127
Reston Wealth Management
Virginia
$239K +$239K +7,390 New
MSFS
128
Main Street Financial Solutions
Pennsylvania
$230K
SSW
129
Smith Shellnut Wilson
Mississippi
$227K
SEP
130
Southland Equity Partners
Missouri
$205K +$205K +6,331 New
MWP
131
Madison Wealth Partners
Wisconsin
$204K +$204K +6,296 New
AWP
132
Ascent Wealth Partners
New York
$202K
Morgan Stanley
133
Morgan Stanley
New York
$146K
WP
134
WealthShield Partners
North Carolina
$139K +$84.2K +2,600 +153%
SWM
135
Spire Wealth Management
Virginia
$136K
BBPWM
136
Blue Bell Private Wealth Management
Pennsylvania
$127K
PA
137
Parallel Advisors
California
$97.2K -$175K -5,409 -64%
SWA
138
Sutton Wealth Advisors
Florida
$92K +$9.91K +306 +12%
Comerica Bank
139
Comerica Bank
Texas
$83.1K +$83.1K +2,564 New
DFA
140
DHJJ Financial Advisors
Illinois
$74.5K -$1.1M -34,049 -94%
AF
141
Advisornet Financial
Minnesota
$62K +$62K +1,915 New
AIC
142
Archer Investment Corporation
Indiana
$56.5K -$73.1K -2,257 -56%
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
$56K -$258K -8,005 -82%
TC
144
Truvestments Capital
Florida
$54.1K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$49K +$49K +1,502 New
AC
146
AlphaCore Capital
California
$48.6K
CIAS
147
Capital Investment Advisory Services
North Carolina
$43.4K +$42.1K +1,300 +3,250%
IF
148
Integrity Financial
Wyoming
$30.8K +$23.5K +726 +323%
AWA
149
Authentikos Wealth Advisory
California
$9.33K +$9.33K +288 New
HBW
150
Hazlett, Burt & Watson
West Virginia
$8K