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Innovator US Equity Power Buffer ETF September

208 hedge funds and large institutions have $723M invested in Innovator US Equity Power Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 30 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+19
Holders Change %
+10.05%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
36
Increased
30
Reduced
80
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NMG
201
New Millennium Group
Utah
$6.68K +$6.68K +171 New
UBS Group
202
UBS Group
Switzerland
$6.57K +$6.57K +168 New
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$2.42K
Fidelity Investments
204
Fidelity Investments
Massachusetts
$1.13K +$1.13K +29 New
CAWM
205
Capital A Wealth Management
Pennsylvania
$1.09K +$1.09K +28 New
TFGT
206
TS Financial Group (TSFG)
Illinois
$1K
T
207
Transce3nd
Texas
$391 +$391 +10 New
NS
208
NBC Securities
Alabama
$114 -$167K -2,933 -100%
WMA
209
West Michigan Advisors
Michigan
-$8.2M -212,930 Closed
DWM
210
Dakota Wealth Management
Florida
-$1.73M -44,824 Closed
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
-$1.62M -42,159 Closed
WP
212
WealthPLAN Partners
Nebraska
-$774K -20,095 Closed
BRWA
213
B. Riley Wealth Advisors
Florida
-$683K -17,773 Closed
PCS
214
Personal CFO Solutions
New Jersey
-$589K -15,292 Closed
RCM
215
Requisite Capital Management
Texas
-$546K -14,166 Closed
CA
216
Calton & Associates
Florida
-$354K -9,192 Closed
WIM
217
WealthPlan Investment Management
Nebraska
-$322K -8,352 Closed
GS
218
GTS Securities
New York
-$278K -7,220 Closed
VT
219
Vise Technologies
New York
-$247K -6,404 Closed
SCA
220
Snowden Capital Advisors
New York
-$237K -6,145 Closed
LAS
221
Lloyd Advisory Services
Georgia
-$222K -5,757 Closed
TC
222
Truvestments Capital
Florida
-$64.3K -1,670 Closed
Bank of America
223
Bank of America
North Carolina
-$4.01K -104 Closed