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Innovator US Equity Buffer ETF August

88 hedge funds and large institutions have $85.7M invested in Innovator US Equity Buffer ETF August in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 57 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-5
Holders Change %
-5.38%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
7
Reduced
57
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
26
BCS Wealth Management
Tennessee
$961K -$112K -2,766 -10%
SS
27
Sunbelt Securities
Texas
$928K
SCA
28
Snowden Capital Advisors
New York
$898K -$325K -8,001 -27%
DFA
29
DHJJ Financial Advisors
Illinois
$773K -$202K -4,982 -21%
TF
30
Trek Financial
Arizona
$721K +$11.6K +287 +2%
BCM
31
Brookstone Capital Management
Illinois
$715K -$9.75M -237,161 -93%
CFS
32
CRA Financial Services
New Jersey
$657K -$101K -2,500 -13%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$583K -$12.1K -298 -2%
RJA
34
Raymond James & Associates
Florida
$576K -$19.6K -482 -3%
VBFP
35
Valtinson Bruner Financial Planning
Minnesota
$574K -$9.37K -231 -2%
SPIA
36
Steward Partners Investment Advisory
New York
$565K -$155K -3,810 -21%
LF
37
Lantz Financial
Illinois
$563K -$1.22K -30 -0.2%
BMM
38
Berkshire Money Management
Massachusetts
$544K -$289K -7,115 -35%
MML Investors Services
39
MML Investors Services
Massachusetts
$543K -$385K -9,483 -41%
FIA
40
Foundations Investment Advisors
Arizona
$539K +$10.6K +262 +2%
AAP
41
Arax Advisory Partners
Colorado
$538K -$7.79K -192 -1%
EWA
42
EverSource Wealth Advisors
Alabama
$537K
SPC
43
Sigma Planning Corp
Michigan
$533K -$86.5K -2,132 -14%
VWA
44
Visionary Wealth Advisors
Illinois
$521K -$17.5K -432 -3%
PS
45
Principal Securities
Iowa
$453K -$4.79K -118 -1%
WCG
46
Weaver Consulting Group
California
$449K
CPIG
47
Chicago Partners Investment Group
Illinois
$424K -$29.2K -717 -6%
PIAS
48
PCA Investment Advisory Services
Ohio
$423K -$25.4K -625 -6%
CW
49
CreativeOne Wealth
Kansas
$417K -$9.5K -234 -2%
SB
50
Strategic Blueprint
Georgia
$416K -$7.51K -185 -2%