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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
LPL Financial
1
LPL Financial
California
$114M +$42.9M +1,312,003 +61%
CPIG
2
Chicago Partners Investment Group
Illinois
$49.3M +$8.05M +246,472 +20%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$39.1M +$7.43M +227,327 +23%
DIM
4
Delta Investment Management
California
$29.5M -$10.7M -327,900 -27%
KWM
5
Kingsview Wealth Management
Oregon
$11.5M +$5.87M +179,599 +104%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.2M +$2.06M +63,134 +22%
SEP
7
Southland Equity Partners
Missouri
$10.4M +$5.91M +180,826 +133%
CA
8
CoreCap Advisors
Michigan
$9.44M +$605K +18,517 +7%
GLA
9
Good Life Advisors
Pennsylvania
$8.23M -$5.18M -158,445 -39%
SPIA
10
Steward Partners Investment Advisory
New York
$8.1M +$853K +26,098 +12%
DFA
11
Davies Financial Advisors
California
$7.39M +$1.45M +44,487 +24%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.33M +$1.04M +31,897 +17%
WW
13
Winnow Wealth
Texas
$5.94M +$5.95M +182,087 New
PWMG
14
Pinnacle Wealth Management Group
Michigan
$5.65M +$160K +4,887 +3%
MML Investors Services
15
MML Investors Services
Massachusetts
$5.6M +$5.6M +171,379 New
AA
16
Armis Advisers
Georgia
$5.26M +$5.27M +161,232 New
AWM
17
AE Wealth Management
Kansas
$5.11M +$445K +13,618 +10%
SL
18
Sentinus LLC
Illinois
$4.89M +$4.49M +137,270 +1,107%
WWA
19
WCG Wealth Advisors
Nevada
$4.8M +$4.81M +147,089 New
FF
20
Financial Futures
New Jersey
$4.54M +$4.54M +139,067 New
TF
21
Trek Financial
Arizona
$4.4M -$23.4K -715 -0.5%
WIA
22
Wetzel Investment Advisors
Indiana
$4.28M +$872K +26,677 +26%
Truist Financial
23
Truist Financial
North Carolina
$3.93M +$43.2K +1,322 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.68M -$10.3M -316,204 -74%
KAS
25
Kestra Advisory Services
Texas
$3.59M +$444K +13,598 +14%

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.