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Innovator Equity Managed Floor ETF
SFLR

Overview Fund Activity

66 hedge funds and large institutions have $228M invested in Innovator Equity Managed Floor ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+25
Holders Change %
+60.98%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
31
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$35.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17.6M
3
CPIG
Chicago Partners Investment Group
Illinois
$28.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20.5M
5
DIM
Delta Investment Management
California
$28M

Top Sellers

1
MAM
Milestone Asset Management
Pennsylvania
$1.96M
2
PWA
Pillar Wealth Advisors
Pennsylvania
$0
3
LNC
Lincoln National Corp
Pennsylvania
$0
4
Jane Street
Jane Street
New York
$1.1M
5
SL
Sentinus LLC
Illinois
$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
IHT Wealth Management
Illinois
$1.28M +$1.28M +42,024 New
JWBC
27
John W. Brooker & Co
California
$1.22M +$363K +11,762 +42%
JCM
28
Jacobi Capital Management
Pennsylvania
$1.2M +$1.2M +38,910 New
Jane Street
29
Jane Street
New York
$1.1M -$266K -8,627 -20%
CA
30
Clearstead Advisors
Ohio
$941K +$340K +11,000 +56%
WAM
31
Worth Asset Management
Texas
$906K +$342K +11,084 +61%
CA
32
Claro Advisors
Massachusetts
$814K +$488K +15,809 +150%
WIA
33
World Investment Advisors
California
$739K -$10.8K -348 -1%
BFA
34
Beacon Financial Advisory
Ohio
$675K +$254K +8,221 +60%
MWM
35
Meridian Wealth Management
Kentucky
$636K +$636K +20,592 New
SCA
36
Southern Capital Advisors
Tennessee
$600K +$618 +20 +0.1%
SOS
37
Silver Oak Securities
Tennessee
$581K -$34.7K -1,123 -6%
WP
38
WealthPLAN Partners
Nebraska
$571K +$93 +3 +0%
PIA
39
Perennial Investment Advisors
California
$526K +$494 +16 +0.1%
Citadel Advisors
40
Citadel Advisors
Florida
$512K +$512K +16,562 New
YWS
41
Yarger Wealth Strategies
Ohio
$425K +$172K +5,561 +68%
ARC
42
Advisor Resource Council
Texas
$422K +$422K +13,670 New
SFA
43
Sequoia Financial Advisors
Ohio
$414K +$414K +13,387 New
SWMG
44
Sard Wealth Management Group
Georgia
$409K +$409K +13,245 New
GRP
45
Global Retirement Partners
California
$390K +$344K +11,137 +742%
SWP
46
Stratos Wealth Partners
Ohio
$356K +$356K +11,530 New
HI
47
Harbour Investments
Wisconsin
$336K +$132K +4,288 +65%
SS
48
Sunbelt Securities
Texas
$333K +$20.1K +650 +6%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$328K +$328K +10,621 New
VL
50
Vima LLC
Michigan
$322K +$322K +10,425 New
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