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Innovator Equity Managed Floor ETF

19 hedge funds and large institutions have $94.3M invested in Innovator Equity Managed Floor ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,443% more capital invested

Capital invested by funds: $6.11M → $94.3M (+$88.2M)

111% more funds holding

Funds holding: 919 (+10)

85.75% more ownership

Funds ownership: 39.03%124.77% (+86%)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

Holders
19
Holders Change
+10
Holders Change %
+111.11%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
4
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1
Milestone Asset Management
Pennsylvania
$36.7M +$37.7M +1,433,275 New
FIA
2
Foundations Investment Advisors
Arizona
$36M +$37M +1,404,804 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.35M +$9.6M +364,785 New
Osaic Holdings
4
Osaic Holdings
Arizona
$2.93M +$1.63M +61,848 +118%
CPIG
5
Chicago Partners Investment Group
Illinois
$2.46M +$1.61M +61,096 +169%
BCM
6
Brookstone Capital Management
Illinois
$1.17M +$744K +28,292 +163%
PWA
7
Pillar Wealth Advisors
Pennsylvania
$997K +$1.02M +38,910 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$905K +$929K +35,294 New
OMC
9
Old Mission Capital
Illinois
$672K -$187K -7,111 -21%
TCM
10
Triumph Capital Management
Colorado
$623K +$639K +24,283 New
WIA
11
World Investment Advisors
California
$573K +$588K +22,350 New
FCFC
12
First Commonwealth Financial Corp
Pennsylvania
$518K -$103K -3,900 -16%
WP
13
WealthPLAN Partners
Nebraska
$474K +$486K +18,477 New
SCA
14
Southern Capital Advisors
Tennessee
$387K -$3.53K -134 -0.9%
AWM
15
AE Wealth Management
Kansas
$252K +$259K +9,845 New
SS
16
Sunbelt Securities
Texas
$192K +$73.9K +2,810 +60%
HI
17
Harbour Investments
Wisconsin
$30.7K +$31.6K +1,199 New
IA
18
IFP Advisors
Florida
$25.6K
HIA
19
Harbor Investment Advisory
Maryland
$11.9K +$12.2K +465 New

SFLR Hedge Fund Activity: Q3 2023 in Review

19 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Managed Floor ETF (SFLR) for Q3 2023, worth a combined $94.3M — up 1,443% from $6.11M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SFLR positions and 0 closed out — a net gain of 11 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Milestone Asset Management, opening a new position worth an estimated $37.7M. The largest seller was Old Mission Capital, cutting an estimated $187K.

  • 19 institutional investors held Innovator Equity Managed Floor ETF (SFLR) as of Q3 2023, up from 9 in Q2 2023.
  • Funds reported $94.3M of Innovator Equity Managed Floor ETF stock for Q3 2023, up 1,443% quarter-over-quarter.
  • 11 funds opened new Innovator Equity Managed Floor ETF positions in Q3 2023 and 0 closed out, a net change of +11 holders.
  • The largest Innovator Equity Managed Floor ETF buyer in Q3 2023 was Milestone Asset Management, an estimated $37.7M added.
  • The largest Innovator Equity Managed Floor ETF seller in Q3 2023 was Old Mission Capital, an estimated $187K sold.

Based on aggregated 13F filings for Q3 2023.