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Innovator Equity Managed Floor ETF
SFLR

114 hedge funds and large institutions have $461M invested in Innovator Equity Managed Floor ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

265% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

36% more capital invested

Capital invested by funds: $338M → $461M (+$122M)

25% more funds holding

Funds holding: 91 → 114 (+23)

1.58% more ownership

Funds ownership: 73.03% → 74.61% (+1.6%)

Holders
114
Holders Change
+23
Holders Change %
+25.27%
% of All Funds
1.5%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
28
Increased
62
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$42.9M
2
CPIG
Chicago Partners Investment Group
Illinois
+$8.05M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.43M
4
SEP
Southland Equity Partners
Missouri
+$5.91M
5
KWM
Kingsview Wealth Management
Oregon
+$5.87M

Top Sellers

Rank Fund Capital Flow
1
DIM
Delta Investment Management
California
-$10.7M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$10.3M
3
GLA
Good Life Advisors
Pennsylvania
-$5.18M
4
HGERS
Householder Group Estate & Retirement Specialist
Arizona
-$1.49M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
26
Worth Financial Advisory Group
North Carolina
$3.53M +$2.42M +74,079 +217%
NA
27
NewEdge Advisors
Louisiana
$3.53M +$432K +13,225 +14%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.38M +$1.09M +33,406 +48%
RA
29
RFG Advisory
Alabama
$3.29M -$158K -4,825 -5%
FCFC
30
First Commonwealth Financial Corp
Pennsylvania
$3.25M +$474K +14,508 +17%
TCM
31
Triumph Capital Management
Colorado
$3.11M +$363K +11,113 +13%
CAM
32
Concorde Asset Management
Michigan
$2.85M +$2.85M +87,330 New
AAS
33
Ameritas Advisory Services
Nebraska
$2.85M +$1.24M +37,844 +77%
MAS
34
MPWM Advisory Solutions
Georgia
$2.82M +$2.82M +86,274 New
PIA
35
Perennial Investment Advisors
California
$2.72M +$1.73M +52,835 +174%
SA
36
Sovran Advisors
California
$2.7M +$2.71M +82,923 New
FD
37
Financial Designs
California
$2.37M -$199K -6,102 -8%
MAM
38
Milestone Asset Management
Pennsylvania
$2.22M +$48.7K +1,489 +2%
GRP
39
Global Retirement Partners
California
$2.16M +$1.55M +47,462 +254%
IWM
40
IHT Wealth Management
Illinois
$2.15M +$241K +7,371 +13%
JWBC
41
John W. Brooker & Co
California
$2.13M +$11K +338 +0.5%
BCM
42
Brookstone Capital Management
Illinois
$2.07M +$1.58M +48,282 +316%
SWP
43
Stratos Wealth Partners
Ohio
$2.01M +$481K +14,732 +32%
KWA
44
Kellett Wealth Advisors
Ohio
$1.89M +$96.5K +2,952 +5%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$1.75M +$1.75M +53,501 New
ARC
46
Advisor Resource Council
Texas
$1.68M +$1.68M +51,492 New
KPWS
47
Kestra Private Wealth Services
Texas
$1.65M -$14.3K -437 -0.9%
Mariner
48
Mariner
Kansas
$1.6M +$730K +22,331 +84%
SI
49
Stephens Inc
Arkansas
$1.55M +$976K +29,858 +169%
MA
50
Mutual Advisors
Nebraska
$1.53M +$839K +25,682 +123%
1
2
3 4 5

SFLR Hedge Fund Activity: Q4 2024 in Review

114 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Managed Floor ETF (SFLR) for Q4 2024, worth a combined $461M — up 36% from $338M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SFLR positions and 4 closed out — a net gain of 24 holders — while 62 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $42.9M. The largest seller was Delta Investment Management, cutting an estimated $10.7M.

  • 114 institutional investors held Innovator Equity Managed Floor ETF (SFLR) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $461M of Innovator Equity Managed Floor ETF stock for Q4 2024, up 36% quarter-over-quarter.
  • 28 funds opened new Innovator Equity Managed Floor ETF positions in Q4 2024 and 4 closed out, a net change of +24 holders.
  • The largest Innovator Equity Managed Floor ETF buyer in Q4 2024 was LPL Financial, an estimated $42.9M added.
  • The largest Innovator Equity Managed Floor ETF seller in Q4 2024 was Delta Investment Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2024.