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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$26.7M |
| 2 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
+$11.1M |
| 3 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
+$7.55M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$6.08M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
-$676K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$433K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$278K |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
-$240K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$223K |
ZALT Hedge Fund Activity: Q3 2024 in Review
37 of the 6,978 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.