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Innovator Equity Managed Floor ETF
SFLR

Overview Fund Activity

66 hedge funds and large institutions have $228M invested in Innovator Equity Managed Floor ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+25
Holders Change %
+60.98%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
31
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$35.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17.6M
3
CPIG
Chicago Partners Investment Group
Illinois
$28.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20.5M
5
DIM
Delta Investment Management
California
$28M

Top Sellers

1
MAM
Milestone Asset Management
Pennsylvania
$1.96M
2
PWA
Pillar Wealth Advisors
Pennsylvania
$0
3
LNC
Lincoln National Corp
Pennsylvania
$0
4
Jane Street
Jane Street
New York
$1.1M
5
SL
Sentinus LLC
Illinois
$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPA
51
Old Port Advisors
Maine
$308K +$308K +9,970 New
SI
52
Stephens Inc
Arkansas
$240K +$240K +7,785 New
SMC
53
Smith, Moore & Co
Missouri
$230K +$230K +7,450 New
MFG
54
Merit Financial Group
Georgia
$211K +$211K +6,830 New
JIC
55
Johnson Investment Counsel
Ohio
$205K +$205K +6,630 New
HBW
56
Hazlett, Burt & Watson
West Virginia
$204K +$204K +6,511 New
ACS
57
Archford Capital Strategies
Illinois
$201K +$201K +6,520 New
CP
58
Castleview Partners
Texas
$149K +$149K +4,822 New
CF
59
Centaurus Financial
California
$126K +$126K +4,076 New
AF
60
Allworth Financial
California
$66.4K +$66.4K +2,125 New
SWM
61
Sugarloaf Wealth Management
Georgia
$44.1K +$44.1K +1,429 New
GWSG
62
GPS Wealth Strategies Group
Colorado
$31K +$31K +1,002 New
CAS
63
Coppell Advisory Solutions
Texas
$27.2K +$27.2K +881 New
PTC
64
Private Trust Company
Ohio
$21.6K +$21.6K +698 New
RIA
65
Realta Investment Advisors
Delaware
$6.18K +$6.18K +200 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$3K – – –
PWA
67
Pillar Wealth Advisors
Pennsylvania
– -$1.17M -38,910 Closed
LNC
68
Lincoln National Corp
Pennsylvania
– -$514K -17,131 Closed
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