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Innovator Equity Managed Floor ETF

114 hedge funds and large institutions have $461M invested in Innovator Equity Managed Floor ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

265% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

36% more capital invested

Capital invested by funds: $338M → $461M (+$122M)

25% more funds holding

Funds holding: 91114 (+23)

1.58% more ownership

Funds ownership: 73.03%74.61% (+1.6%)

Holders
114
Holders Change
+23
Holders Change %
+25.27%
% 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
62
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LS
76
Leelyn Smith
Illinois
$528K +$196K +6,005 +59%
YWS
77
Yarger Wealth Strategies
Ohio
$483K -$46.7K -1,429 -9%
CP
78
Castleview Partners
Texas
$475K +$121K +3,718 +34%
CF
79
Centaurus Financial
California
$460K +$291K +8,913 +172%
GWP
80
Gateway Wealth Partners
Wisconsin
$457K +$70.9K +2,170 +18%
OPA
81
Old Port Advisors
Maine
$456K +$93.1K +2,850 +26%
SWM
82
Sugarloaf Wealth Management
Georgia
$437K +$183K +5,601 +72%
FIA
83
Foundations Investment Advisors
Arizona
$437K +$162K +4,963 +59%
WS
84
Wedbush Securities
California
$429K +$429K +13,135 New
AAS
85
Avantax Advisory Services
Texas
$412K +$200K +6,131 +94%
USCWA
86
U.S. Capital Wealth Advisors
Texas
$404K +$404K +12,375 New
CFS
87
CRA Financial Services
New Jersey
$369K +$370K +11,315 New
AWS
88
Atria Wealth Solutions
New York
$318K +$131 +4 +0%
WWM
89
Western Wealth Management
Colorado
$303K +$303K +9,275 New
MFG
90
Merit Financial Group
Georgia
$302K +$46.4K +1,420 +18%
SS
91
Sunbelt Securities
Texas
$287K -$58K -1,775 -17%
SVWAG
92
Sound View Wealth Advisors Group
Georgia
$281K +$281K +8,597 New
SMC
93
Smith, Moore & Co
Missouri
$273K +$26.8K +819 +11%
LA
94
LexAurum Advisors
Kansas
$255K
OAM
95
Occidental Asset Management
California
$252K +$252K +7,725 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$251K +$251K +7,694 New
Jane Street
97
Jane Street
New York
$235K -$398K -12,167 -63%
APWA
98
Atlas Private Wealth Advisors
New Jersey
$224K +$224K +6,860 New
JIC
99
Johnson Investment Counsel
Ohio
$216K
ACS
100
Archford Capital Strategies
Illinois
$213K

SFLR Hedge Fund Activity: Q4 2024 in Review

114 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Managed Floor ETF (SFLR) for Q4 2024, worth a combined $461M — up 36% from $338M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SFLR positions and 4 closed out — a net gain of 24 holders — while 62 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $42.9M. The largest seller was Delta Investment Management, cutting an estimated $10.7M.

  • 114 institutional investors held Innovator Equity Managed Floor ETF (SFLR) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $461M of Innovator Equity Managed Floor ETF stock for Q4 2024, up 36% quarter-over-quarter.
  • 28 funds opened new Innovator Equity Managed Floor ETF positions in Q4 2024 and 4 closed out, a net change of +24 holders.
  • The largest Innovator Equity Managed Floor ETF buyer in Q4 2024 was LPL Financial, an estimated $42.9M added.
  • The largest Innovator Equity Managed Floor ETF seller in Q4 2024 was Delta Investment Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2024.