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Innovator Power Buffer Step-Up Strategy ETF

27 hedge funds and large institutions have $63.5M invested in Innovator Power Buffer Step-Up Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

4% more capital invested

Capital invested by funds: $61.4M → $63.5M (+$2.18M)

0% more funds holding

Funds holding: 2727 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2.09% less ownership

Funds ownership: 76.86%74.78% (-2.1%)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
13
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
KFG Wealth Management
Indiana
$14M +$456K +15,824 +3%
AA
2
Aire Advisors
California
$11.2M +$72.4K +2,509 +0.7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.31M +$434K +15,041 +6%
SS
4
Sunbelt Securities
Texas
$6.94M -$1.65M -57,376 -20%
KF
5
Krilogy Financial
Missouri
$6.08M -$1.01M -34,950 -14%
LWA
6
Lineweaver Wealth Advisors
Ohio
$5.8M +$449K +15,573 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.37M +$175K +6,077 +15%
SEA
8
Stegent Equity Advisors
Texas
$1.37M -$420K -14,555 -24%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.23M -$203K -7,042 -14%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.2M +$619K +21,470 +112%
TWM
11
Tradition Wealth Management
Minnesota
$1.14M -$78.2K -2,710 -7%
CA
12
Cambridge Advisors
Nebraska
$847K
CAN
13
Cetera Advisor Networks
California
$645K +$27.4K +949 +5%
SCA
14
Southern Capital Advisors
Tennessee
$592K +$176K +6,118 +44%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$418K -$49.8K -1,727 -11%
MWM
16
Modera Wealth Management
New Jersey
$408K
HighTower Advisors
17
HighTower Advisors
Illinois
$365K +$357K +12,391 New
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$263K -$31.6K -1,094 -11%
CIA
19
Cape Investment Advisory
Georgia
$251K -$98.1K -3,400 -29%
OMC
20
Old Mission Capital
Illinois
$239K +$233K +8,085 New
AWS
21
Atria Wealth Solutions
New York
$229K +$16.1K +560 +8%
FA
22
FSA Advisors
Michigan
$226K +$3.4K +118 +2%
HI
23
Harbour Investments
Wisconsin
$209K +$38.4K +1,330 +23%
JP Morgan Chase
24
JP Morgan Chase
New York
$193K +$156K +5,398 +473%
UBS Group
25
UBS Group
Switzerland
$89.4K +$67.1K +2,327 +331%

PSTP Hedge Fund Activity: Q1 2024 in Review

27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator Power Buffer Step-Up Strategy ETF (PSTP) for Q1 2024, worth a combined $63.5M — up 3.6% from $61.4M a quarter earlier.

Fund positioning in PSTP was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 13 added to existing stakes and 9 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $619K. The largest seller was Sunbelt Securities, cutting an estimated $1.65M.

  • 27 institutional investors held Innovator Power Buffer Step-Up Strategy ETF (PSTP) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $63.5M of Innovator Power Buffer Step-Up Strategy ETF stock for Q1 2024, up 3.6% quarter-over-quarter.
  • 2 funds opened new Innovator Power Buffer Step-Up Strategy ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
  • The largest Innovator Power Buffer Step-Up Strategy ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $619K added.
  • The largest Innovator Power Buffer Step-Up Strategy ETF seller in Q1 2024 was Sunbelt Securities, an estimated $1.65M sold.

Based on aggregated 13F filings for Q1 2024.