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Innovator Equity Managed Floor ETF
SFLR

91 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

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

231% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 13

48% more capital invested

Capital invested by funds: $228M → $338M (+$110M)

36% more funds holding

Funds holding: 67 → 91 (+24)

0.96% more ownership

Funds ownership: 72.07% → 73.03% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
91
Holders Change
+24
Holders Change %
+35.82%
% of All Funds
1.31%
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

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$31.7M
2
GLA
Good Life Advisors
Pennsylvania
+$12.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.4M
4
CPIG
Chicago Partners Investment Group
Illinois
+$10.3M
5
DIM
Delta Investment Management
California
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.32M
2
BCM
Brookstone Capital Management
Illinois
-$5.92M
3
SL
Sentinus LLC
Illinois
-$2.06M
4
NA
NewEdge Advisors
Louisiana
-$2.04M
5
SOS
Silver Oak Securities
Tennessee
-$581K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Milestone Asset Management
Pennsylvania
$2.12M +$95.2K +3,056 +5%
JWBC
27
John W. Brooker & Co
California
$2.07M +$794K +25,488 +64%
IWM
28
IHT Wealth Management
Illinois
$1.91M +$513K +16,469 +39%
KWA
29
Kellett Wealth Advisors
Ohio
$1.74M +$1.71M +54,818 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.67M +$1.64M +52,532 New
KPWS
31
Kestra Private Wealth Services
Texas
$1.62M +$1.59M +50,989 New
AAS
32
Ameritas Advisory Services
Nebraska
$1.57M -$285K -9,167 -16%
SWP
33
Stratos Wealth Partners
Ohio
$1.49M +$1.09M +35,161 +305%
HGERS
34
Householder Group Estate & Retirement Specialist
Arizona
$1.45M -$223K -7,163 -14%
CA
35
Clearstead Advisors
Ohio
$1.38M +$398K +12,778 +42%
SAW
36
Signal Advisors Wealth
Michigan
$1.23M +$1.2M +38,674 New
AWA
37
Authentikos Wealth Advisory
California
$1.19M +$1.17M +37,510 New
JCM
38
Jacobi Capital Management
Pennsylvania
$1.17M -$71K -2,279 -6%
WFAG
39
Worth Financial Advisory Group
North Carolina
$1.09M +$1.06M +34,175 New
BFA
40
Beacon Financial Advisory
Ohio
$1.02M +$318K +10,206 +47%
WAM
41
Worth Asset Management
Texas
$1.01M +$71.3K +2,288 +8%
SFA
42
Sequoia Financial Advisors
Ohio
$1.01M +$567K +18,215 +136%
PIA
43
Perennial Investment Advisors
California
$968K +$418K +13,419 +79%
VL
44
Vima LLC
Michigan
$933K +$589K +18,914 +181%
CA
45
Claro Advisors
Massachusetts
$925K +$84.2K +2,703 +10%
GEA
46
Glen Eagle Advisors
New Jersey
$852K +$834K +26,780 New
Mariner
47
Mariner
Kansas
$849K +$831K +26,693 New
PCA
48
Prosperity Capital Advisors
Ohio
$798K +$781K +25,075 New
MWM
49
Meridian Wealth Management
Kentucky
$790K +$132K +4,253 +21%
WIA
50
World Investment Advisors
California
$761K +$62 +2 +0%
1
2
3 4

SFLR Hedge Fund Activity: Q3 2024 in Review

91 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Managed Floor ETF (SFLR) for Q3 2024, worth a combined $338M — up 48% from $228M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SFLR positions and 6 closed out — a net gain of 24 holders — while 43 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $31.7M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.32M.

  • 91 institutional investors held Innovator Equity Managed Floor ETF (SFLR) as of Q3 2024, up from 67 in Q2 2024.
  • Funds reported $338M of Innovator Equity Managed Floor ETF stock for Q3 2024, up 48% quarter-over-quarter.
  • 30 funds opened new Innovator Equity Managed Floor ETF positions in Q3 2024 and 6 closed out, a net change of +24 holders.
  • The largest Innovator Equity Managed Floor ETF buyer in Q3 2024 was LPL Financial, an estimated $31.7M added.
  • The largest Innovator Equity Managed Floor ETF seller in Q3 2024 was Cambridge Investment Research Advisors, an estimated $7.32M sold.

Based on aggregated 13F filings for Q3 2024.