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Innovator Power Buffer Step-Up Strategy ETF

34 hedge funds and large institutions have $86.5M invested in Innovator Power Buffer Step-Up Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

31% more capital invested

Capital invested by funds: $65.9M → $86.5M (+$20.6M)

17% more funds holding

Funds holding: 2934 (+5)

11.86% more ownership

Funds ownership: 72.54%84.4% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
13
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
KFG Wealth Management
Indiana
$18.3M +$945K +29,578 +5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.21M +$198K +6,200 +2%
SS
3
Sunbelt Securities
Texas
$8.39M +$648K +20,302 +8%
LWA
4
Lineweaver Wealth Advisors
Ohio
$6.57M -$31.5K -987 -0.5%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.12M +$2.81M +88,038 +86%
BWM
6
Brown Wealth Management
Illinois
$5.59M +$5.57M +174,444 New
TC
7
TownSquare Capital
Utah
$5.57M +$5.55M +173,883 New
KF
8
Krilogy Financial
Missouri
$5.02M -$564K -17,652 -10%
AA
9
Aire Advisors
California
$4.3M -$265K -8,292 -6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.26M +$488K +15,294 +18%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.24M +$143K +4,463 +7%
AWS
12
Atria Wealth Solutions
New York
$1.69M +$311K +9,743 +23%
SEIA
13
Signature Estate & Investment Advisors
California
$1.02M +$1.02M +31,952 New
OFP
14
OFC Financial Planning
New Jersey
$961K +$958K +30,010 New
WFS
15
WealthGarden F.S.
California
$943K +$134K +4,186 +17%
WMA
16
William Mack & Associates
Michigan
$940K +$937K +29,336 New
CA
17
Cambridge Advisors
Nebraska
$755K -$174K -5,462 -19%
AWA
18
Authentikos Wealth Advisory
California
$732K -$21.8K -683 -3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$720K +$717K +22,465 New
Osaic Holdings
20
Osaic Holdings
Arizona
$668K +$142K +4,434 +27%
SCA
21
Southern Capital Advisors
Tennessee
$636K +$6.96K +218 +1%
TWM
22
Tradition Wealth Management
Minnesota
$601K -$9.23K -289 -2%
MWM
23
Modera Wealth Management
New Jersey
$417K
HI
24
Harbour Investments
Wisconsin
$330K +$16.9K +529 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$275K +$274K +8,590 New

PSTP Hedge Fund Activity: Q4 2024 in Review

34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Power Buffer Step-Up Strategy ETF (PSTP) for Q4 2024, worth a combined $86.5M — up 31% from $65.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PSTP positions and 5 closed out — a net gain of 5 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Brown Wealth Management, opening a new position worth an estimated $5.57M. The largest seller was Krilogy Financial, cutting an estimated $564K.

  • 34 institutional investors held Innovator Power Buffer Step-Up Strategy ETF (PSTP) as of Q4 2024, up from 29 in Q3 2024.
  • Funds reported $86.5M of Innovator Power Buffer Step-Up Strategy ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 10 funds opened new Innovator Power Buffer Step-Up Strategy ETF positions in Q4 2024 and 5 closed out, a net change of +5 holders.
  • The largest Innovator Power Buffer Step-Up Strategy ETF buyer in Q4 2024 was Brown Wealth Management, an estimated $5.57M added.
  • The largest Innovator Power Buffer Step-Up Strategy ETF seller in Q4 2024 was Krilogy Financial, an estimated $564K sold.

Based on aggregated 13F filings for Q4 2024.