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Innovator US Equity 10 Buffer ETF Quarterly
ZALT

37 hedge funds and large institutions have $170M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

93% more capital invested

Capital invested by funds: $88.1M → $170M (+$81.9M)

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

12% more funds holding

Funds holding: 33 → 37 (+4)

7.76% more ownership

Funds ownership: 72.26% → 80.02% (+7.8%)

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
20
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthquest
Ohio
+$26.7M
2
WCAMG
Woodard & Company Asset Management Group
North Carolina
+$11.1M
3
CWG
Crown Wealth Group
North Carolina
+$7.55M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$6.08M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.24M

Top Sellers

1
CPP
Capasso Planning Partners
South Carolina
-$676K
2
Citadel Advisors
Citadel Advisors
Florida
-$433K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$278K
4
RWM
Ritholtz Wealth Management
New York
-$240K
5
SPIA
Steward Partners Investment Advisory
New York
-$223K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$572K +$560K +19,571 New
KWM
27
Kingsview Wealth Management
Oregon
$393K +$76.5K +2,672 +25%
SPC
28
Sigma Planning Corp
Michigan
$390K +$381K +13,321 New
FHC
29
First Heartland Consultants
Missouri
$351K +$344K +12,024 New
AI
30
Atria Investments
North Carolina
$317K +$311K +10,849 New
LPL Financial
31
LPL Financial
California
$316K +$68.4K +2,388 +28%
HI
32
Harbour Investments
Wisconsin
$309K +$30.5K +1,065 +11%
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$265K – – –
CA
34
CoreCap Advisors
Michigan
$221K – – –
OLVIG
35
Oliver Lagore Vanvalin Investment Group
Michigan
$145K -$13.8K -483 -9%
SPIA
36
Steward Partners Investment Advisory
New York
$128K -$223K -7,777 -64%
Bank of America
37
Bank of America
North Carolina
$103K +$100K +3,505 New
HNB
38
Huntington National Bank
Ohio
$9.97K – – –
CPP
39
Capasso Planning Partners
South Carolina
– -$676K -23,838 Closed
Citadel Advisors
40
Citadel Advisors
Florida
– -$433K -15,259 Closed
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
– -$278K -9,814 Closed
RWM
42
Ritholtz Wealth Management
New York
– -$240K -8,448 Closed
OCM
43
Orion Capital Management
California
– -$57.4K -2,025 Closed
OSAM
44
O'Shaughnessy Asset Management
Connecticut
– -$15.5K -548 Closed
UBS Group
45
UBS Group
Switzerland
– -$1.08K -38 Closed
1
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ZALT Hedge Fund Activity: Q3 2024 in Review

37 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) for Q3 2024, worth a combined $170M — up 93% from $88.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ZALT positions and 7 closed out — a net gain of 4 holders — while 20 added to existing stakes and 3 trimmed.

The largest buyer was Wealthquest, adding an estimated $26.7M. The largest seller was Capasso Planning Partners, exiting entirely with an estimated $676K sold.

  • 37 institutional investors held Innovator US Equity 10 Buffer ETF Quarterly (ZALT) as of Q3 2024, up from 33 in Q2 2024.
  • Funds reported $170M of Innovator US Equity 10 Buffer ETF Quarterly stock for Q3 2024, up 93% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity 10 Buffer ETF Quarterly positions in Q3 2024 and 7 closed out, a net change of +4 holders.
  • The largest Innovator US Equity 10 Buffer ETF Quarterly buyer in Q3 2024 was Wealthquest, an estimated $26.7M added.
  • The largest Innovator US Equity 10 Buffer ETF Quarterly seller in Q3 2024 was Capasso Planning Partners, an estimated $676K sold.

Based on aggregated 13F filings for Q3 2024.