Innovator US Equity 10 Buffer ETF Quarterly
ZALT
48 hedge funds and large institutions have $250M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 5 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
420% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
47% more capital invested
Capital invested by funds: $170M → $250M (+$80M)
30% more funds holding
Funds holding: 37 → 48 (+11)
0.62% less ownership
Funds ownership: 80.02% → 79.41% (-0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$29.8M |
| 2 |
CVA
Central Valley Advisors
Sacramento,
California
|
+$11.7M |
| 3 |
PGWM
Pitti Group Wealth Management
Victor,
New York
|
+$9.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.99M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$7.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$11.2M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$2M |
| 3 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$791K |
| 4 |
Goldman Sachs
New York
|
-$572K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$388K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Goldman Sachs
New York
| – | -$572K | -19,571 | Closed |
|
ZALT Hedge Fund Activity: Q4 2024 in Review
48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) for Q4 2024, worth a combined $250M — up 47% from $170M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ZALT positions and 3 closed out — a net gain of 13 holders — while 26 added to existing stakes and 5 trimmed.
The largest buyer was Wealthquest, adding an estimated $29.8M. The largest seller was Woodard & Company Asset Management Group, cutting an estimated $11.2M.
- 48 institutional investors held Innovator US Equity 10 Buffer ETF Quarterly (ZALT) as of Q4 2024, up from 37 in Q3 2024.
- Funds reported $250M of Innovator US Equity 10 Buffer ETF Quarterly stock for Q4 2024, up 47% quarter-over-quarter.
- 16 funds opened new Innovator US Equity 10 Buffer ETF Quarterly positions in Q4 2024 and 3 closed out, a net change of +13 holders.
- The largest Innovator US Equity 10 Buffer ETF Quarterly buyer in Q4 2024 was Wealthquest, an estimated $29.8M added.
- The largest Innovator US Equity 10 Buffer ETF Quarterly seller in Q4 2024 was Woodard & Company Asset Management Group, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2024.