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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 %
YWS
76
Yarger Wealth Strategies
Ohio
$483K -$46.7K -1,429 -9%
CP
77
Castleview Partners
Texas
$475K +$121K +3,718 +34%
CF
78
Centaurus Financial
California
$460K +$291K +8,913 +172%
GWP
79
Gateway Wealth Partners
Wisconsin
$457K +$70.9K +2,170 +18%
OPA
80
Old Port Advisors
Maine
$456K +$93.1K +2,850 +26%
SWM
81
Sugarloaf Wealth Management
Georgia
$437K +$183K +5,601 +72%
FIA
82
Foundations Investment Advisors
Arizona
$437K +$162K +4,963 +59%
WS
83
Wedbush Securities
California
$429K +$429K +13,135 New
AAS
84
Avantax Advisory Services
Texas
$412K +$200K +6,131 +94%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$404K +$404K +12,375 New
CFS
86
CRA Financial Services
New Jersey
$369K +$369K +11,315 New
AWS
87
Atria Wealth Solutions
New York
$318K +$131 +4 +0%
WWM
88
Western Wealth Management
Colorado
$303K +$303K +9,275 New
MFG
89
Merit Financial Group
Georgia
$302K +$46.4K +1,420 +18%
SS
90
Sunbelt Securities
Texas
$287K -$58.3K -1,775 -17%
SVWAG
91
Sound View Wealth Advisors Group
Georgia
$281K +$281K +8,597 New
SMC
92
Smith, Moore & Co
Missouri
$273K +$26.7K +819 +11%
LA
93
LexAurum Advisors
Kansas
$255K – – –
OAM
94
Occidental Asset Management
California
$252K +$252K +7,725 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$251K +$251K +7,694 New
Jane Street
96
Jane Street
New York
$235K -$397K -12,167 -63%
APWA
97
Atlas Private Wealth Advisors
New Jersey
$224K +$224K +6,860 New
JIC
98
Johnson Investment Counsel
Ohio
$216K – – –
ACS
99
Archford Capital Strategies
Illinois
$213K – – –
GSWM
100
Golden State Wealth Management
California
$175K +$175K +5,359 New
1 2 3
4
5