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Innovator Equity Managed Floor ETF
SFLR

Overview Fund Activity

113 hedge funds and large institutions have $460M invested in Innovator Equity Managed Floor ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+23
Holders Change %
+25.56%
% 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
61
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$114M
2
CPIG
2
Chicago Partners Investment Group
Illinois
$49.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$39.1M
4
SEP
4
Southland Equity Partners
Missouri
$10.4M
5
KWM
5
Kingsview Wealth Management
Oregon
$11.5M

Top Sellers

1
DIM
1
Delta Investment Management
California
$29.5M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.68M
3
GLA
3
Good Life Advisors
Pennsylvania
$8.23M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$618K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$2.7M +82,923 New
FD
37
Financial Designs
California
$2.37M -$199K -6,102 -8%
MAM
38
Milestone Asset Management
Pennsylvania
$2.22M +$48.6K +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 +$96.4K +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 +$729K +22,331 +84%
SI
49
Stephens Inc
Arkansas
$1.55M +$975K +29,858 +169%
MA
50
Mutual Advisors
Nebraska
$1.53M +$847K +25,682 +123%
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