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Innovator US Equity Power Buffer ETF September

189 hedge funds and large institutions have $698M invested in Innovator US Equity Power Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+26
Holders Change %
+15.95%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
40
Increased
77
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
151
KMG Fiduciary Partners
Ohio
$245K +$245K +6,347 New
LWM
152
Lakeridge Wealth Management
Ohio
$244K +$244K +6,333 New
SCA
153
Snowden Capital Advisors
New York
$237K +$237K +6,145 New
MSFS
154
Main Street Financial Solutions
Pennsylvania
$232K
DAS
155
Dynamic Advisor Solutions
Arizona
$226K +$226K +5,875 New
CS
156
Capital Square
Tennessee
$223K +$223K +5,787 New
LAS
157
Lloyd Advisory Services
Georgia
$222K +$222K +5,757 New
CFS
158
CRA Financial Services
New Jersey
$220K -$65.7K -1,705 -23%
W
159
WorthPointe
California
$219K +$219K +5,692 New
SIA
160
Soltis Investment Advisors
Utah
$217K -$1.16K -30 -0.5%
SW
161
Schulz Wealth
Texas
$216K
SEP
162
Southland Equity Partners
Missouri
$202K -$41.5K -1,078 -17%
AF
163
Allworth Financial
California
$195K +$191K +4,959 +4,959%
WP
164
WealthShield Partners
North Carolina
$191K +$191K +4,955 New
SWM
165
Spire Wealth Management
Virginia
$157K -$4.93K -128 -3%
BBPWM
166
Blue Bell Private Wealth Management
Pennsylvania
$154K
Morgan Stanley
167
Morgan Stanley
New York
$141K
CAS
168
Coppell Advisory Solutions
Texas
$129K +$129K +3,368 New
PA
169
Parallel Advisors
California
$116K
FFA
170
Farther Finance Advisors
California
$115K
DFA
171
DHJJ Financial Advisors
Illinois
$114K +$25.7K +668 +29%
NS
172
NBC Securities
Alabama
$113K +$113K +2,935 New
CIAS
173
Capital Investment Advisory Services
North Carolina
$99.8K +$32.9K +855 +49%
Comerica Bank
174
Comerica Bank
Texas
$98.8K
JPMorgan Chase & Co
175
JPMorgan Chase & Co
New York
$81.6K +$81.6K +2,117 New