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Innovator US Equity Buffer ETF April
BAPR

Overview Fund Activity

104 hedge funds and large institutions have $190M invested in Innovator US Equity Buffer ETF April in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+16
Holders Change %
+18.18%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
43
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$16M
2
PCS
2
Personal CFO Solutions
New Jersey
$11.2M
3
Cerity Partners
3
Cerity Partners
New York
$8.37M
4
NA
4
NewEdge Advisors
Louisiana
$6.89M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$6.45M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
W
3
WPWealth
Texas
$0
4
CA
4
CoreCap Advisors
Michigan
$739K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$507K
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
76
Trek Financial
Arizona
$279K +$279K +6,731 New
NFG
77
Nations Financial Group
Iowa
$254K +$254K +6,117 New
SFA
78
Souders Financial Advisors
Ohio
$243K – – –
DI
79
Diligent Investors
California
$238K – – –
BIM
80
Bullseye Investment Management
Ohio
$225K +$225K +5,437 New
BA
81
Bellwether Advisors
Nebraska
$223K -$21.8K -526 -9%
CFS
82
CRA Financial Services
New Jersey
$218K +$218K +5,248 New
AWA
83
Arkadios Wealth Advisors
Georgia
$208K +$208K +5,002 New
AWS
84
Atria Wealth Solutions
New York
$207K +$207K +4,989 New
KWM
85
KFG Wealth Management
Indiana
$201K +$201K +4,854 New
FNWA
86
Financial Network Wealth Advisors
Utah
$184K +$184K +4,427 New
Fidelity Investments
87
Fidelity Investments
Massachusetts
$181K +$181K +4,356 New
OCM
88
Orion Capital Management
California
$179K -$581 -14 -0.3%
IF
89
Integrity Financial
Wyoming
$163K – – –
BFEC
90
Benjamin F. Edwards & Company
Missouri
$151K -$2.11K -51 -1%
CP
91
Castleview Partners
Texas
$122K -$8.26K -199 -6%
CIAS
92
Capital Investment Advisory Services
North Carolina
$118K +$115K +2,762 +3,946%
ACM
93
Anfield Capital Management
California
$66.4K – – –
AF
94
Allworth Financial
California
$56.5K – – –
CFD
95
Creative Financial Designs
Indiana
$51.9K – – –
IA
96
IFP Advisors
Florida
$38.3K +$36.9K +889 +2,540%
AF
97
Advisornet Financial
Minnesota
$24.9K – – –
UBS Group
98
UBS Group
Switzerland
$18.6K +$18.6K +449 New
CA
99
Continuum Advisory
Idaho
$13.1K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
1 2 3
4
5