Innovator US Equity 10 Buffer ETF Quarterly
ZALT
33 hedge funds and large institutions have $88.1M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 3
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
38% more funds holding
Funds holding: 24 → 33 (+9)
23% more capital invested
Capital invested by funds: $71.4M → $88.1M (+$16.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.3% less ownership
Funds ownership: 76.56% → 72.26% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.35M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.98M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.72M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.64M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$2.13M |
| 2 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
-$806K |
| 3 |
Jane Street
New York
|
-$715K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$440K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$138 |
ZALT Hedge Fund Activity: Q2 2024 in Review
33 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) for Q2 2024, worth a combined $88.1M — up 23% from $71.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ZALT positions and 2 closed out — a net gain of 9 holders — while 18 added to existing stakes and 3 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $3.35M. The largest seller was Wealthquest, cutting an estimated $2.13M.
- 33 institutional investors held Innovator US Equity 10 Buffer ETF Quarterly (ZALT) as of Q2 2024, up from 24 in Q1 2024.
- Funds reported $88.1M of Innovator US Equity 10 Buffer ETF Quarterly stock for Q2 2024, up 23% quarter-over-quarter.
- 11 funds opened new Innovator US Equity 10 Buffer ETF Quarterly positions in Q2 2024 and 2 closed out, a net change of +9 holders.
- The largest Innovator US Equity 10 Buffer ETF Quarterly buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $3.35M added.
- The largest Innovator US Equity 10 Buffer ETF Quarterly seller in Q2 2024 was Wealthquest, an estimated $2.13M sold.
Based on aggregated 13F filings for Q2 2024.