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Innovator Equity Managed Floor ETF

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: 6791 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
LA
76
LexAurum Advisors
Kansas
$249K +$243K +7,815 New
SWM
77
Sugarloaf Wealth Management
Georgia
$248K +$198K +6,360 +445%
SMC
78
Smith, Moore & Co
Missouri
$240K +$2.52K +81 +1%
JIC
79
Johnson Investment Counsel
Ohio
$211K
ACS
80
Archford Capital Strategies
Illinois
$210K
AAS
81
Avantax Advisory Services
Texas
$207K +$202K +6,493 New
PAG
82
Private Advisor Group
New Jersey
$203K +$199K +6,390 New
CF
83
Centaurus Financial
California
$165K +$34.6K +1,110 +27%
Comerica Bank
84
Comerica Bank
Texas
$123K +$121K +3,878 New
PTC
85
Private Trust Company
Ohio
$77K +$53.7K +1,723 +247%
AF
86
Allworth Financial
California
$67.6K
GWSG
87
GPS Wealth Strategies Group
Colorado
$31.9K +$31 +1 +0.1%
CAS
88
Coppell Advisory Solutions
Texas
$27.9K
JP Morgan Chase
89
JP Morgan Chase
New York
$8.94K +$8.75K +281 New
CIAS
90
Capital Investment Advisory Services
North Carolina
$6.01K +$5.89K +189 New
Morgan Stanley
91
Morgan Stanley
New York
$33 +$31 +1 New
SOS
92
Silver Oak Securities
Tennessee
-$581K -18,816 Closed
WP
93
WealthPLAN Partners
Nebraska
-$571K -18,498 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-$512K -16,562 Closed
ARC
95
Advisor Resource Council
Texas
-$422K -13,670 Closed
RIA
96
Realta Investment Advisors
Delaware
-$6.18K -200 Closed
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
-$3K -113 Closed

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.