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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
W
1
Wealthquest
Ohio
$66.5M +$26.7M +930,806 +69%
Osaic Holdings
2
Osaic Holdings
Arizona
$14.9M +$5.24M +182,861 +56%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$11.7M +$6.08M +212,388 +112%
WCAMG
4
Woodard & Company Asset Management Group
North Carolina
$11.6M +$11.1M +389,028 +6,484%
CWG
5
Crown Wealth Group
North Carolina
$7.71M +$7.55M +263,683 New
CF
6
Centaurus Financial
California
$6.63M +$2.03M +70,909 +46%
CFS
7
CRA Financial Services
New Jersey
$5.61M +$173K +6,050 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.25M +$3.12M +108,931 +155%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.98M +$708K +24,721 +17%
DBRC
10
D.B. Root & Company
Pennsylvania
$3.74M +$980K +34,227 +37%
FIA
11
Foundations Investment Advisors
Arizona
$3.56M +$2.88M +100,687 +480%
KAS
12
Kestra Advisory Services
Texas
$3.51M +$334K +11,662 +11%
CFCI
13
Comprehensive Financial Consultants Institutional
Indiana
$3.12M +$48.2K +1,683 +2%
RJA
14
Raymond James & Associates
Florida
$2.8M +$2.18M +75,996 +384%
MFG
15
MTM Financial Group
Pennsylvania
$2.35M +$386K +13,471 +20%
MA
16
Mutual Advisors
Nebraska
$2M +$1.94M +67,864 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.79M +$1.75M +61,104 New
AAS
18
Ameritas Advisory Services
Nebraska
$1.47M +$1.43M +50,109 New
BCM
19
Brookstone Capital Management
Illinois
$1.26M -$136K -4,737 -10%
GIA
20
Gladstone Institutional Advisory
Florida
$1.2M +$1.17M +40,881 New
ASN
21
Advisory Services Network
Georgia
$1.14M – – –
NA
22
NewEdge Advisors
Louisiana
$1.07M +$382K +13,335 +58%
IFG
23
Independent Financial Group
California
$1.01M +$990K +34,572 New
CA
24
Claro Advisors
Massachusetts
$793K +$348K +12,165 +81%
BIM
25
Bullseye Investment Management
Ohio
$791K +$534K +18,657 +235%
1
2

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.