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Innovator Power Buffer Step-Up Strategy ETF

27 hedge funds and large institutions have $60.1M invested in Innovator Power Buffer Step-Up Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

29% more funds holding

Funds holding: 2127 (+6)

5% more capital invested

Capital invested by funds: $57.5M → $60.1M (+$2.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.47% less ownership

Funds ownership: 79.45%76.98% (-2.5%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
6
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
KFG Wealth Management
Indiana
$10.9M +$237K +8,718 +2%
AA
2
Aire Advisors
California
$10M +$1.12M +41,110 +12%
SS
3
Sunbelt Securities
Texas
$7.2M +$228K +8,376 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.47M +$117K +4,294 +2%
KF
5
Krilogy Financial
Missouri
$5.69M +$162K +5,955 +3%
SPC
6
Sigma Planning Corp
Michigan
$5.09M -$63.4K -2,326 -1%
LWA
7
Lineweaver Wealth Advisors
Ohio
$4.46M +$4.56M +167,460 New
SEA
8
Stegent Equity Advisors
Texas
$1.76M -$79.9K -2,932 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.7M -$2.01M -73,700 -54%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.56M -$947K -34,765 -37%
TWM
11
Tradition Wealth Management
Minnesota
$1.11M +$128K +4,710 +13%
CA
12
Cambridge Advisors
Nebraska
$731K
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$407K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$399K +$408K +14,984 New
SCA
15
Southern Capital Advisors
Tennessee
$372K -$1.12K -41 -0.3%
MWM
16
Modera Wealth Management
New Jersey
$369K
IA
17
IFP Advisors
Florida
$333K -$7.36K -270 -2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$306K +$313K +11,477 New
WIA
19
World Investment Advisors
California
$280K -$54 -2 -0%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$280K
CIA
21
Cape Investment Advisory
Georgia
$277K +$283K +10,404 New
AWA
22
Arkadios Wealth Advisors
Georgia
$217K -$16.3K -600 -7%
HI
23
Harbour Investments
Wisconsin
$153K
JP Morgan Chase
24
JP Morgan Chase
New York
$46.9K +$47.9K +1,758 New
SPIA
25
Steward Partners Investment Advisory
New York
$19.5K +$19.9K +731 New

PSTP Hedge Fund Activity: Q3 2023 in Review

27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator Power Buffer Step-Up Strategy ETF (PSTP) for Q3 2023, worth a combined $60.1M — up 4.5% from $57.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PSTP positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Lineweaver Wealth Advisors, opening a new position worth an estimated $4.56M. The largest seller was Osaic Holdings, cutting an estimated $2.01M.

  • 27 institutional investors held Innovator Power Buffer Step-Up Strategy ETF (PSTP) as of Q3 2023, up from 21 in Q2 2023.
  • Funds reported $60.1M of Innovator Power Buffer Step-Up Strategy ETF stock for Q3 2023, up 4.5% quarter-over-quarter.
  • 7 funds opened new Innovator Power Buffer Step-Up Strategy ETF positions in Q3 2023 and 1 closed out, a net change of +6 holders.
  • The largest Innovator Power Buffer Step-Up Strategy ETF buyer in Q3 2023 was Lineweaver Wealth Advisors, an estimated $4.56M added.
  • The largest Innovator Power Buffer Step-Up Strategy ETF seller in Q3 2023 was Osaic Holdings, an estimated $2.01M sold.

Based on aggregated 13F filings for Q3 2023.