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Innovator US Equity Power Buffer ETF September

159 hedge funds and large institutions have $539M invested in Innovator US Equity Power Buffer ETF September in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
19
Reduced
81
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SVWAG
126
Sound View Wealth Advisors Group
Georgia
$290K -$39.2K -1,075 -12%
W
127
WPWealth
Texas
$273K -$274K -7,495 -50%
CPA
128
Clear Point Advisors
New York
$270K
RWM
129
Reston Wealth Management
Virginia
$270K
SSW
130
Smith Shellnut Wilson
Mississippi
$256K
FNWA
131
Financial Network Wealth Advisors
Utah
$255K
SMAM
132
Sugar Maple Asset Management
Wisconsin
$238K +$238K +6,531 New
SEP
133
Southland Equity Partners
Missouri
$231K
AWP
134
Ascent Wealth Partners
New York
$221K -$6.21K -170 -3%
MSFS
135
Main Street Financial Solutions
Pennsylvania
$220K -$39.1K -1,070 -15%
NF
136
Nikulski Financial
Iowa
$208K -$6.75K -185 -3%
SIA
137
Soltis Investment Advisors
Utah
$207K +$207K +5,672 New
SW
138
Schulz Wealth
Texas
$205K +$205K +5,615 New
JPMorgan Chase & Co
139
JPMorgan Chase & Co
New York
$162K +$162K +4,449 New
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$158K -$3.29K -90 -2%
SWM
141
Spire Wealth Management
Virginia
$153K
Morgan Stanley
142
Morgan Stanley
New York
$133K -$133K -3,647 -50%
PA
143
Parallel Advisors
California
$110K
Comerica Bank
144
Comerica Bank
Texas
$93.6K
UBS Group
145
UBS Group
Switzerland
$92.5K +$41.8K +1,145 +82%
DFA
146
DHJJ Financial Advisors
Illinois
$84K
WWM
147
Wagner Wealth Management
South Carolina
$72.6K
AF
148
Advisornet Financial
Minnesota
$69.9K
AIC
149
Archer Investment Corporation
Indiana
$63.6K
EWA
150
EverSource Wealth Advisors
Alabama
$63.5K +$63.5K +1,757 New