Institutional Investors Report Activity in Equity Power Buffer ETF
1 report, 1 independent
Updated Tue 00:00
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What happened
According to a recent filing with the Securities & Exchange Commission, several institutional investors made changes to their holdings in Innovator U.S. Equity Power Buffer ETF – October. Forvis Mazars Wealth Advisors LLC acquired a new position worth approximately $8,578,000 during the third quarter. CoreCap Advisors LLC also acquired a new position in the fund during the third quarter, valued at about $22,790,000.
From tickerreport.com
Why it matters
The reported transactions reflect capital movement by large institutional investors into the specific ETF. These filings provide insight into the investment strategies of major financial firms regarding the fund's performance and market positioning.
From tickerreport.com
Who's involved
- SECRegulatory body overseeing the filing of institutional investment activity.
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The entities involved
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SEC
Slovak company
Related events
- Disclosure of institutional investment regarding the Principal Capital Appreciation Select ETF was filed with the SEC.
- IQSI filed a required document with the SEC regarding institutional investment activity.
- Institutional investors bought and sold shares of Ur Energy Inc. on May 27, 2026, filing required 13F reports with the SEC.
- General Dynamics filed with the SEC on June 6, 2026, regarding required institutional holdings disclosures.
- SEC requires 13F filings for institutional investors, specifically mentioning FundX ETF.