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Innovator US Equity Buffer ETF April

80 hedge funds and large institutions have $97.8M invested in Innovator US Equity Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
14
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
51
Sequoia Financial Advisors
Ohio
$333K -$287K -7,512 -46%
FA
52
FSA Advisors
Michigan
$330K +$330K +8,647 New
OWA
53
Outlook Wealth Advisors
Texas
$314K
SPC
54
Sigma Planning Corp
Michigan
$296K -$196K -5,130 -40%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$282K
SWP
56
Summit Wealth Partners
Florida
$280K -$88.4K -2,312 -24%
BCM
57
Brookstone Capital Management
Illinois
$280K -$8.64K -226 -3%
BFA
58
Beacon Financial Advisory
Ohio
$273K
KWM
59
KFG Wealth Management
Indiana
$269K -$573 -15 -0.2%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$261K +$146K +3,825 +127%
SCA
61
Snowden Capital Advisors
New York
$238K
FFA
62
Fragasso Financial Advisors
Pennsylvania
$231K
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$229K -$7.64K -200 -3%
DI
64
Diligent Investors
California
$220K
SPIA
65
Steward Partners Investment Advisory
New York
$211K
LF
66
Lantz Financial
Illinois
$203K +$203K +5,308 New
OCM
67
Orion Capital Management
California
$196K
PS
68
Principal Securities
Iowa
$172K +$172K +4,502 New
IF
69
Integrity Financial
Wyoming
$150K -$28.8K -753 -16%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$141K -$7.6K -199 -5%
CP
71
Castleview Partners
Texas
$130K +$67.9K +1,777 +110%
CFD
72
Creative Financial Designs
Indiana
$47.8K
AF
73
Advisornet Financial
Minnesota
$22.9K
UBS Group
74
UBS Group
Switzerland
$10.8K +$10.8K +283 New
GTAM
75
Global Trust Asset Management
Florida
$7.11K