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Innovator Power Buffer Step-Up Strategy ETF

29 hedge funds and large institutions have $62.7M invested in Innovator Power Buffer Step-Up Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

7% more funds holding

Funds holding: 2729 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $63.5M → $62.7M (-$822K)

2.39% less ownership

Funds ownership: 74.78%72.38% (-2.4%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
KFG Wealth Management
Indiana
$15.5M +$1.02M +34,468 +7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.5M -$81.4K -2,741 -1%
SS
3
Sunbelt Securities
Texas
$7.43M +$253K +8,518 +4%
LWA
4
Lineweaver Wealth Advisors
Ohio
$6.18M +$185K +6,214 +3%
AA
5
Aire Advisors
California
$5.82M -$5.41M -182,096 -48%
KF
6
Krilogy Financial
Missouri
$5.65M -$615K -20,725 -10%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.27M +$1.84M +62,107 +501%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.57M +$146K +4,932 +11%
AWS
9
Atria Wealth Solutions
New York
$1.28M +$1.02M +34,327 +443%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.28M +$38.6K +1,301 +3%
OMC
11
Old Mission Capital
Illinois
$1.28M +$1M +33,760 +418%
CA
12
Cambridge Advisors
Nebraska
$875K
WFS
13
WealthGarden F.S.
California
$770K +$750K +25,267 New
SCA
14
Southern Capital Advisors
Tennessee
$607K -$4.37K -147 -0.7%
TWM
15
Tradition Wealth Management
Minnesota
$600K -$560K -18,869 -49%
Osaic Holdings
16
Osaic Holdings
Arizona
$492K -$763K -25,692 -61%
MWM
17
Modera Wealth Management
New Jersey
$422K
Citadel Advisors
18
Citadel Advisors
Florida
$321K +$313K +10,532 New
HI
19
Harbour Investments
Wisconsin
$298K +$80.3K +2,705 +38%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$289K +$281K +9,467 New
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$253K -$18.6K -628 -7%
CIA
22
Cape Investment Advisory
Georgia
$247K -$11.9K -402 -5%
FA
23
FSA Advisors
Michigan
$225K -$7.81K -263 -3%
WIA
24
World Investment Advisors
California
$207K +$201K +6,779 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$205K -$222K -7,463 -53%

PSTP Hedge Fund Activity: Q2 2024 in Review

29 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator Power Buffer Step-Up Strategy ETF (PSTP) for Q2 2024, worth a combined $62.7M — down 1.3% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSTP positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $1.84M. The largest seller was Aire Advisors, cutting an estimated $5.41M.

  • 29 institutional investors held Innovator Power Buffer Step-Up Strategy ETF (PSTP) as of Q2 2024, up from 27 in Q1 2024.
  • Funds reported $62.7M of Innovator Power Buffer Step-Up Strategy ETF stock for Q2 2024, down 1.3% quarter-over-quarter.
  • 5 funds opened new Innovator Power Buffer Step-Up Strategy ETF positions in Q2 2024 and 2 closed out, a net change of +3 holders.
  • The largest Innovator Power Buffer Step-Up Strategy ETF buyer in Q2 2024 was HighTower Advisors, an estimated $1.84M added.
  • The largest Innovator Power Buffer Step-Up Strategy ETF seller in Q2 2024 was Aire Advisors, an estimated $5.41M sold.

Based on aggregated 13F filings for Q2 2024.