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Innovator Equity Managed Floor ETF
SFLR

42 hedge funds and large institutions have $119M invested in Innovator Equity Managed Floor ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 2

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

35% more funds holding

Funds holding: 31 → 42 (+11)

32% more capital invested

Capital invested by funds: $90.1M → $119M (+$28.7M)

14.15% less ownership

Funds ownership: 83.9% → 69.76% (-14%)

Holders
42
Holders Change
+11
Holders Change %
+35.48%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
22
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DIM
Delta Investment Management
California
+$12.8M
2
CPIG
Chicago Partners Investment Group
Illinois
+$6.52M
3
LPL Financial
LPL Financial
California
+$5.47M
4
BCM
Brookstone Capital Management
Illinois
+$4.36M
5
PWMG
Pinnacle Wealth Management Group
Michigan
+$3.84M

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$22.5M
2
MAM
Milestone Asset Management
Pennsylvania
-$19.8M
3
OMC
Old Mission Capital
Illinois
-$680K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$262K
5
ASN
Advisory Services Network
Georgia
-$124K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
26
World Investment Advisors
California
$728K +$44.6K +1,565 +7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$617K +$586K +20,566 New
SOS
28
Silver Oak Securities
Tennessee
$598K +$31.9K +1,119 +6%
SCA
29
Southern Capital Advisors
Tennessee
$582K +$126K +4,417 +29%
CA
30
Clearstead Advisors
Ohio
$579K +$554K +19,472 New
WP
31
WealthPLAN Partners
Nebraska
$555K +$512 +18 +0.1%
WAM
32
Worth Asset Management
Texas
$547K +$270K +9,484 +108%
LNC
33
Lincoln National Corp
Pennsylvania
$514K +$163K +5,730 +50%
PIA
34
Perennial Investment Advisors
California
$510K +$484K +17,000 New
BFA
35
Beacon Financial Advisory
Ohio
$409K +$388K +13,615 New
IFG
36
Independent Financial Group
California
$334K +$317K +11,125 New
CA
37
Claro Advisors
Massachusetts
$317K +$300K +10,555 New
SS
38
Sunbelt Securities
Texas
$304K +$4.13K +145 +1%
YWS
39
Yarger Wealth Strategies
Ohio
$246K +$233K +8,201 New
HI
40
Harbour Investments
Wisconsin
$197K +$153K +5,375 +448%
GRP
41
Global Retirement Partners
California
$45K +$42.7K +1,500 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$3K +$3.22K +113 New
FIA
43
Foundations Investment Advisors
Arizona
– -$22.5M -802,878 Closed
OMC
44
Old Mission Capital
Illinois
– -$680K -24,869 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$262K -9,595 Closed
ASN
46
Advisory Services Network
Georgia
– -$124K -4,530 Closed
CF
47
Centaurus Financial
California
– -$111K -4,076 Closed
HIA
48
Harbor Investment Advisory
Maryland
– -$12.7K -465 Closed
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SFLR Hedge Fund Activity: Q1 2024 in Review

42 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Managed Floor ETF (SFLR) for Q1 2024, worth a combined $119M — up 32% from $90.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SFLR positions and 6 closed out — a net gain of 11 holders — while 22 added to existing stakes and 2 trimmed.

The largest buyer was Delta Investment Management, adding an estimated $12.8M. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $22.5M sold.

  • 42 institutional investors held Innovator Equity Managed Floor ETF (SFLR) as of Q1 2024, up from 31 in Q4 2023.
  • Funds reported $119M of Innovator Equity Managed Floor ETF stock for Q1 2024, up 32% quarter-over-quarter.
  • 17 funds opened new Innovator Equity Managed Floor ETF positions in Q1 2024 and 6 closed out, a net change of +11 holders.
  • The largest Innovator Equity Managed Floor ETF buyer in Q1 2024 was Delta Investment Management, an estimated $12.8M added.
  • The largest Innovator Equity Managed Floor ETF seller in Q1 2024 was Foundations Investment Advisors, an estimated $22.5M sold.

Based on aggregated 13F filings for Q1 2024.