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Innovator Equity Managed Floor ETF
SFLR

Overview Fund Activity

121 hedge funds and large institutions have $545M invested in Innovator Equity Managed Floor ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
1.64%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
23
Increased
66
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$49M
2
LPL Financial
2
LPL Financial
California
$118M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$45.1M
5
AWA
5
Authentikos Wealth Advisory
California
$6.84M

Top Sellers

1
GLA
1
Good Life Advisors
Pennsylvania
$0
2
AA
2
Armis Advisers
Georgia
$0
3
WWA
3
WCG Wealth Advisors
Nevada
$0
4
Truist Financial
4
Truist Financial
North Carolina
$444K
5
CAM
5
Concorde Asset Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
26
Trek Financial
Arizona
$4.29M +$62.7K +1,997 +1%
LC
27
Luminist Capital
Michigan
$3.72M +$3.71M +118,100 +26,128%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$3.72M +$2.04M +65,001 +121%
KAS
29
Kestra Advisory Services
Texas
$3.62M +$161K +5,144 +5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.5M -$39.5K -1,257 -1%
PIA
31
Perennial Investment Advisors
California
$3.39M +$777K +24,742 +30%
SWP
32
Stratos Wealth Partners
Ohio
$3.32M +$1.39M +44,251 +72%
TCM
33
Triumph Capital Management
Colorado
$3.26M +$268K +8,526 +9%
ACS
34
Archford Capital Strategies
Illinois
$2.96M +$2.75M +87,730 +1,346%
RA
35
RFG Advisory
Alabama
$2.75M -$407K -12,952 -13%
BCM
36
Brookstone Capital Management
Illinois
$2.62M +$625K +19,909 +31%
PCA
37
Pallas Capital Advisors
Massachusetts
$2.58M +$2.58M +82,127 New
AAS
38
Ameritas Advisory Services
Nebraska
$2.58M -$162K -5,150 -6%
BFG
39
Beacon Financial Group
Texas
$2.38M +$2.38M +75,776 New
HI
40
Harbour Investments
Wisconsin
$2.37M +$1.45M +46,321 +158%
JWBC
41
John W. Brooker & Co
California
$2.33M +$280K +8,917 +14%
SA
42
Sovran Advisors
California
$2.28M -$258K -8,453 -10%
MAM
43
Milestone Asset Management
Pennsylvania
$2.15M +$10.1K +321 +0.5%
SI
44
Stephens Inc
Arkansas
$1.97M +$474K +15,094 +32%
KWA
45
Kellett Wealth Advisors
Ohio
$1.84M +$30.5K +972 +2%
SFA
46
Sequoia Financial Advisors
Ohio
$1.81M +$739K +23,538 +69%
Mariner
47
Mariner
Kansas
$1.77M +$229K +7,289 +15%
BFA
48
Beacon Financial Advisory
Ohio
$1.76M +$518K +16,505 +42%
BW
49
Balance Wealth
Ohio
$1.72M +$1.72M +54,797 New
IWM
50
IHT Wealth Management
Illinois
$1.72M -$360K -11,413 -17%
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