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Innovator Power Buffer Step-Up Strategy ETF

21 hedge funds and large institutions have $57.5M invested in Innovator Power Buffer Step-Up Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

28% more capital invested

Capital invested by funds: $44.8M → $57.5M (+$12.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.78% less ownership

Funds ownership: 80.23%79.45% (-0.78%)

5% less funds holding

Funds holding: 2221 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
11
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
KFG Wealth Management
Indiana
$10.9M +$1.58M +59,939 +18%
AA
2
Aire Advisors
California
$9.19M +$405K +15,325 +5%
SS
3
Sunbelt Securities
Texas
$7.14M +$370K +14,026 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.51M +$391K +14,795 +7%
KF
5
Krilogy Financial
Missouri
$5.66M +$864K +32,745 +19%
SPC
6
Sigma Planning Corp
Michigan
$5.28M +$13.4K +509 +0.3%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.75M +$210K +7,971 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.54M +$153K +5,795 +7%
SEA
9
Stegent Equity Advisors
Texas
$1.89M -$209K -7,899 -10%
TWM
10
Tradition Wealth Management
Minnesota
$1.01M -$481K -18,230 -33%
CA
11
Cambridge Advisors
Nebraska
$749K +$9.9K +375 +1%
OMC
12
Old Mission Capital
Illinois
$417K +$403K +15,280 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$417K +$68.9K +2,611 +21%
SCA
14
Southern Capital Advisors
Tennessee
$382K -$12.8K -486 -3%
MWM
15
Modera Wealth Management
New Jersey
$378K +$365K +13,842 New
IA
16
IFP Advisors
Florida
$348K +$31.7K +1,200 +10%
WIA
17
World Investment Advisors
California
$287K -$26K -985 -9%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$285K +$277K +10,501 New
AWA
19
Arkadios Wealth Advisors
Georgia
$238K -$15.8K -600 -6%
HI
20
Harbour Investments
Wisconsin
$157K
Morgan Stanley
21
Morgan Stanley
New York
$3.44K
SVWAG
22
Sound View Wealth Advisors Group
Georgia
-$208K -8,005 Closed
ASN
23
Advisory Services Network
Georgia
-$45.4K -1,750 Closed
UBS Group
24
UBS Group
Switzerland
-$25.8K -993 Closed
SPIA
25
Steward Partners Investment Advisory
New York
-$3.9K -150 Closed

PSTP Hedge Fund Activity: Q2 2023 in Review

21 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator Power Buffer Step-Up Strategy ETF (PSTP) for Q2 2023, worth a combined $57.5M — up 28% from $44.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PSTP and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 11 added.

The largest buyer was KFG Wealth Management, adding an estimated $1.58M. The largest seller was Tradition Wealth Management, cutting an estimated $481K.

  • 21 institutional investors held Innovator Power Buffer Step-Up Strategy ETF (PSTP) as of Q2 2023, down from 22 in Q1 2023.
  • Funds reported $57.5M of Innovator Power Buffer Step-Up Strategy ETF stock for Q2 2023, up 28% quarter-over-quarter.
  • 3 funds opened new Innovator Power Buffer Step-Up Strategy ETF positions in Q2 2023 and 4 closed out, a net change of -1 holder.
  • The largest Innovator Power Buffer Step-Up Strategy ETF buyer in Q2 2023 was KFG Wealth Management, an estimated $1.58M added.
  • The largest Innovator Power Buffer Step-Up Strategy ETF seller in Q2 2023 was Tradition Wealth Management, an estimated $481K sold.

Based on aggregated 13F filings for Q2 2023.