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Innovator US Equity Buffer ETF August

85 hedge funds and large institutions have $116M invested in Innovator US Equity Buffer ETF August in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
37
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFA
26
Beacon Financial Advisory
Ohio
$949K 28,738 +11,190 +64%
SS
27
Sunbelt Securities
Texas
$861K 26,076 +19,262 +283%
SCA
28
Snowden Capital Advisors
New York
$849K 25,720 +25,720 New
DFA
29
DHJJ Financial Advisors
Illinois
$844K 25,554 +3,239 +15%
VBFP
30
Valtinson Bruner Financial Planning
Minnesota
$806K 24,422 +750 +3%
BMM
31
Berkshire Money Management
Massachusetts
$805K 24,379 -961,385 -98%
IIA
32
Integral Investment Advisors
California
$804K 24,342
FIA
33
Foundations Investment Advisors
Arizona
$759K 22,978 +22,978 New
RA
34
RFG Advisory
Alabama
$750K 22,722 +22,722 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$733K 22,202 +10,982 +98%
MAM
36
Milestone Asset Management
Pennsylvania
$722K 21,863 +21,863 New
CAN
37
Cetera Advisor Networks
California
$709K 21,473 +5,319 +33%
CFS
38
CRA Financial Services
New Jersey
$687K 20,804 +20,804 New
SPIA
39
Steward Partners Investment Advisory
New York
$597K 18,099 -1,869 -9%
MML Investors Services
40
MML Investors Services
Massachusetts
$587K 17,782 +17,782 New
SPC
41
Sigma Planning Corp
Michigan
$549K 16,643 +196 +1%
LF
42
Lantz Financial
Illinois
$511K 15,472 +6,181 +67%
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$495K 14,988 +14,988 New
AAP
44
Arax Advisory Partners
Colorado
$460K 13,927 +312 +2%
VWA
45
Visionary Wealth Advisors
Illinois
$449K 13,594
BRWA
46
B. Riley Wealth Advisors
Florida
$446K 13,519 +5,985 +79%
PWMG
47
Pinnacle Wealth Management Group
Michigan
$424K 12,850 +5,200 +68%
EWA
48
EverSource Wealth Advisors
Alabama
$419K 12,706 +300 +2%
OWA
49
Outlook Wealth Advisors
Texas
$408K 12,364 -711 -5%
SAG
50
SageView Advisory Group
California
$407K 12,332