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Innovator Equity Managed Floor ETF
SFLR

67 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, 32 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

357% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 7

92% more capital invested

Capital invested by funds: $119M → $228M (+$109M)

60% more funds holding

Funds holding: 42 → 67 (+25)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

2.31% more ownership

Funds ownership: 69.76% → 72.07% (+2.3%)

Holders
67
Holders Change
+25
Holders Change %
+59.52%
% of All Funds
0.97%
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
32
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$28.5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$16.4M
3
CPIG
Chicago Partners Investment Group
Illinois
+$14.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$8.78M
5
DIM
Delta Investment Management
California
+$7.08M

Top Sellers

Rank Fund Capital Flow
1
MAM
Milestone Asset Management
Pennsylvania
-$1.37M
2
PWA
Pillar Wealth Advisors
Pennsylvania
-$1.17M
3
LNC
Lincoln National Corp
Pennsylvania
-$514K
4
Jane Street
Jane Street
New York
-$258K
5
SL
Sentinus LLC
Illinois
-$130K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$1.28M +$1.26M +42,024 New
JWBC
27
John W. Brooker & Co
California
$1.22M +$352K +11,762 +42%
JCM
28
Jacobi Capital Management
Pennsylvania
$1.2M +$1.16M +38,910 New
Jane Street
29
Jane Street
New York
$1.1M -$258K -8,627 -20%
CA
30
Clearstead Advisors
Ohio
$941K +$329K +11,000 +56%
WAM
31
Worth Asset Management
Texas
$906K +$332K +11,084 +61%
CA
32
Claro Advisors
Massachusetts
$814K +$473K +15,809 +150%
WIA
33
World Investment Advisors
California
$739K -$10.4K -348 -1%
BFA
34
Beacon Financial Advisory
Ohio
$675K +$246K +8,221 +60%
MWM
35
Meridian Wealth Management
Kentucky
$636K +$616K +20,592 New
SCA
36
Southern Capital Advisors
Tennessee
$600K +$598 +20 +0.1%
SOS
37
Silver Oak Securities
Tennessee
$581K -$33.6K -1,123 -6%
WP
38
WealthPLAN Partners
Nebraska
$571K +$90 +3 +0%
PIA
39
Perennial Investment Advisors
California
$526K +$479 +16 +0.1%
Citadel Advisors
40
Citadel Advisors
Florida
$512K +$496K +16,562 New
YWS
41
Yarger Wealth Strategies
Ohio
$425K +$166K +5,561 +68%
ARC
42
Advisor Resource Council
Texas
$422K +$409K +13,670 New
SFA
43
Sequoia Financial Advisors
Ohio
$414K +$401K +13,387 New
SWMG
44
Sard Wealth Management Group
Georgia
$409K +$396K +13,245 New
IFG
45
Independent Financial Group
California
$401K +$55.7K +1,861 +17%
GRP
46
Global Retirement Partners
California
$390K +$333K +11,137 +742%
SWP
47
Stratos Wealth Partners
Ohio
$356K +$345K +11,530 New
HI
48
Harbour Investments
Wisconsin
$336K +$128K +4,288 +65%
SS
49
Sunbelt Securities
Texas
$333K +$19.4K +650 +6%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$328K +$318K +10,621 New
1
2
3

SFLR Hedge Fund Activity: Q2 2024 in Review

67 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Managed Floor ETF (SFLR) for Q2 2024, worth a combined $228M — up 92% from $119M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SFLR positions and 2 closed out — a net gain of 25 holders — while 32 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $28.5M. The largest seller was Milestone Asset Management, cutting an estimated $1.37M.

  • 67 institutional investors held Innovator Equity Managed Floor ETF (SFLR) as of Q2 2024, up from 42 in Q1 2024.
  • Funds reported $228M of Innovator Equity Managed Floor ETF stock for Q2 2024, up 92% quarter-over-quarter.
  • 27 funds opened new Innovator Equity Managed Floor ETF positions in Q2 2024 and 2 closed out, a net change of +25 holders.
  • The largest Innovator Equity Managed Floor ETF buyer in Q2 2024 was LPL Financial, an estimated $28.5M added.
  • The largest Innovator Equity Managed Floor ETF seller in Q2 2024 was Milestone Asset Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2024.