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Innovator US Equity Power Buffer ETF September

163 hedge funds and large institutions have $514M invested in Innovator US Equity Power Buffer ETF September in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 76 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+4
Holders Change %
+2.52%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
13
Reduced
76
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
W
126
WPWealth
Texas
$281K
CFS
127
CRA Financial Services
New Jersey
$277K -$137K -3,650 -33%
CPA
128
Clear Point Advisors
New York
$277K
RWM
129
Reston Wealth Management
Virginia
$277K
SSW
130
Smith Shellnut Wilson
Mississippi
$262K
FNWA
131
Financial Network Wealth Advisors
Utah
$252K -$9.59K -256 -4%
SMAM
132
Sugar Maple Asset Management
Wisconsin
$245K
TWP
133
Triad Wealth Partners
Kansas
$245K +$245K +6,526 New
VT
134
Vise Technologies
New York
$244K +$244K +6,500 New
SEP
135
Southland Equity Partners
Missouri
$237K
MSFS
136
Main Street Financial Solutions
Pennsylvania
$226K
NF
137
Nikulski Financial
Iowa
$214K
SIA
138
Soltis Investment Advisors
Utah
$213K
SW
139
Schulz Wealth
Texas
$210K
SWM
140
Spire Wealth Management
Virginia
$157K
BBPWM
141
Blue Bell Private Wealth Management
Pennsylvania
$150K -$12K -321 -7%
Morgan Stanley
142
Morgan Stanley
New York
$137K
Wells Fargo
143
Wells Fargo
California
$126K +$126K +3,369 New
PA
144
Parallel Advisors
California
$112K
FFA
145
Farther Finance Advisors
California
$112K +$112K +2,988 New
Comerica Bank
146
Comerica Bank
Texas
$96.1K
DFA
147
DHJJ Financial Advisors
Illinois
$86.2K
WWM
148
Wagner Wealth Management
South Carolina
$74.6K
AF
149
Advisornet Financial
Minnesota
$71.8K
ATPW
150
Ashton Thomas Private Wealth
Arizona
$68.8K +$68.8K +1,835 New