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Innovator Power Buffer Step-Up Strategy ETF

22 hedge funds and large institutions have $44.8M invested in Innovator Power Buffer Step-Up Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

58% more capital invested

Capital invested by funds: $28.3M → $44.8M (+$16.5M)

10.19% more ownership

Funds ownership: 70.04%80.23% (+10%)

10% more funds holding

Funds holding: 2022 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
12
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
KFG Wealth Management
Indiana
$8.84M +$5.44M +213,275 +170%
AA
2
Aire Advisors
California
$8.31M +$8.16M +319,885 New
SS
3
Sunbelt Securities
Texas
$6.38M +$5.92M +232,125 +1,506%
SPC
4
Sigma Planning Corp
Michigan
$5.01M -$189K -7,406 -4%
KF
5
Krilogy Financial
Missouri
$4.54M -$139K -5,455 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.36M -$439K -17,205 -12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.27M +$123K +4,839 +6%
SEA
8
Stegent Equity Advisors
Texas
$2M +$484K +18,986 +33%
TWM
9
Tradition Wealth Management
Minnesota
$1.43M +$115K +4,509 +9%
CA
10
Cambridge Advisors
Nebraska
$702K +$271K +10,642 +65%
SCA
11
Southern Capital Advisors
Tennessee
$376K +$369K +14,486 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$329K +$80.5K +3,157 +33%
WIA
13
World Investment Advisors
California
$299K +$7.5K +294 +3%
IA
14
IFP Advisors
Florida
$295K +$25.6K +1,002 +9%
AWA
15
Arkadios Wealth Advisors
Georgia
$242K +$238K +9,330 New
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$208K +$204K +8,005 New
HI
17
Harbour Investments
Wisconsin
$149K
ASN
18
Advisory Services Network
Georgia
$45.4K +$25.5K +1,000 +133%
UBS Group
19
UBS Group
Switzerland
$25.8K +$4.21K +165 +20%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.81K +$374K +14,668 +7%
SPIA
21
Steward Partners Investment Advisory
New York
$3.9K +$3.83K +150 New
Morgan Stanley
22
Morgan Stanley
New York
$3.27K
OMC
23
Old Mission Capital
Illinois
-$213K -8,565 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$209K -8,417 Closed
MCC
25
Money Concepts Capital
Florida
-$35.1K -1,415 Closed

PSTP Hedge Fund Activity: Q1 2023 in Review

22 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator Power Buffer Step-Up Strategy ETF (PSTP) for Q1 2023, worth a combined $44.8M — up 58% from $28.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSTP positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Aire Advisors, opening a new position worth an estimated $8.16M. The largest seller was Osaic Holdings, cutting an estimated $439K.

  • 22 institutional investors held Innovator Power Buffer Step-Up Strategy ETF (PSTP) as of Q1 2023, up from 20 in Q4 2022.
  • Funds reported $44.8M of Innovator Power Buffer Step-Up Strategy ETF stock for Q1 2023, up 58% quarter-over-quarter.
  • 5 funds opened new Innovator Power Buffer Step-Up Strategy ETF positions in Q1 2023 and 3 closed out, a net change of +2 holders.
  • The largest Innovator Power Buffer Step-Up Strategy ETF buyer in Q1 2023 was Aire Advisors, an estimated $8.16M added.
  • The largest Innovator Power Buffer Step-Up Strategy ETF seller in Q1 2023 was Osaic Holdings, an estimated $439K sold.

Based on aggregated 13F filings for Q1 2023.