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Innovator Equity Managed Floor ETF
SFLR

Overview Fund Activity

90 hedge funds and large institutions have $338M invested in Innovator Equity Managed Floor ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+24
Holders Change %
+36.36%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
43
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$68.8M
2
GLA
Good Life Advisors
Pennsylvania
$13.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.8M
4
CPIG
Chicago Partners Investment Group
Illinois
$40.2M
5
DIM
Delta Investment Management
California
$39.2M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$13.6M
2
BCM
Brookstone Capital Management
Illinois
$486K
3
SL
Sentinus LLC
Illinois
$486K
4
NA
NewEdge Advisors
Louisiana
$3.02M
5
SOS
Silver Oak Securities
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
26
Milestone Asset Management
Pennsylvania
$2.12M +$97.2K +3,056 +5%
JWBC
27
John W. Brooker & Co
California
$2.07M +$811K +25,488 +64%
IWM
28
IHT Wealth Management
Illinois
$1.91M +$537K +16,469 +39%
KWA
29
Kellett Wealth Advisors
Ohio
$1.74M +$1.74M +54,818 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.67M +$1.67M +52,532 New
KPWS
31
Kestra Private Wealth Services
Texas
$1.62M +$1.62M +50,989 New
AAS
32
Ameritas Advisory Services
Nebraska
$1.57M -$292K -9,167 -16%
SWP
33
Stratos Wealth Partners
Ohio
$1.49M +$1.12M +35,161 +305%
HGERS
34
Householder Group Estate & Retirement Specialist
Arizona
$1.45M -$228K -7,163 -14%
CA
35
Clearstead Advisors
Ohio
$1.38M +$406K +12,778 +42%
SAW
36
Signal Advisors Wealth
Michigan
$1.23M +$1.23M +38,674 New
AWA
37
Authentikos Wealth Advisory
California
$1.19M +$1.19M +37,510 New
JCM
38
Jacobi Capital Management
Pennsylvania
$1.17M -$72.5K -2,279 -6%
WFAG
39
Worth Financial Advisory Group
North Carolina
$1.09M +$1.09M +34,175 New
BFA
40
Beacon Financial Advisory
Ohio
$1.02M +$325K +10,206 +47%
WAM
41
Worth Asset Management
Texas
$1.01M +$72.8K +2,288 +8%
SFA
42
Sequoia Financial Advisors
Ohio
$1.01M +$579K +18,215 +136%
PIA
43
Perennial Investment Advisors
California
$968K +$427K +13,419 +79%
VL
44
Vima LLC
Michigan
$933K +$602K +18,914 +181%
CA
45
Claro Advisors
Massachusetts
$925K +$86K +2,703 +10%
GEA
46
Glen Eagle Advisors
New Jersey
$852K +$852K +26,780 New
Mariner
47
Mariner
Kansas
$849K +$849K +26,693 New
PCA
48
Prosperity Capital Advisors
Ohio
$798K +$798K +25,075 New
MWM
49
Meridian Wealth Management
Kentucky
$790K +$135K +4,253 +21%
WIA
50
World Investment Advisors
California
$761K +$64 +2 +0%
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