Innovator US Equity 10 Buffer ETF Quarterly
ZALT
10 hedge funds and large institutions have $37M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
84.37% more ownership
Funds ownership: 0% → 84.37% (+84%)
Top Buyers
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$22.4M |
| 2 |
CFS
CRA Financial Services
Northfield,
New Jersey
|
+$3.98M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.79M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.53M |
| 5 |
DBRC
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
+$1.34M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
W
1
Wealthquest
Cincinnati,
Ohio
| $22.9M | +$22.4M | +860,001 | New |
|
|
CFS
2
CRA Financial Services
Northfield,
New Jersey
| $4.06M | +$3.98M | +152,637 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $3.87M | +$3.79M | +145,492 | New |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $1.56M | +$1.53M | +58,626 | New |
|
|
DBRC
5
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $1.37M | +$1.34M | +51,503 | New |
|
|
CPP
6
Capasso Planning Partners
Charleston,
South Carolina
| $1.34M | +$1.31M | +50,386 | New |
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.05M | +$1.03M | +39,605 | New |
|
|
BCM
8
Brookstone Capital Management
Wheaton,
Illinois
| $636K | +$624K | +23,934 | New |
|
9
Citadel Advisors
Miami,
Florida
| $239K | +$235K | +9,002 | New |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $24.1K | +$23.7K | +908 | New |
|
ZALT Hedge Fund Activity: Q4 2023 in Review
10 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) for Q4 2023, worth a combined $37M.
Buyers outnumbered sellers: 10 funds opened new ZALT positions and 0 closed out — a net gain of 10 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Wealthquest, opening a new position worth an estimated $22.4M.
- 10 institutional investors held Innovator US Equity 10 Buffer ETF Quarterly (ZALT) as of Q4 2023, up from 0 in Q3 2023.
- Funds reported $37M of Innovator US Equity 10 Buffer ETF Quarterly stock for Q4 2023.
- 10 funds opened new Innovator US Equity 10 Buffer ETF Quarterly positions in Q4 2023 and 0 closed out, a net change of +10 holders.
- The largest Innovator US Equity 10 Buffer ETF Quarterly buyer in Q4 2023 was Wealthquest, an estimated $22.4M added.
Based on aggregated 13F filings for Q4 2023.