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Innovator US Equity Buffer ETF August

94 hedge funds and large institutions have $119M invested in Innovator US Equity Buffer ETF August in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
38
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
26
Beacon Financial Advisory
Ohio
$1.14M -$24K -562 -2%
TF
27
Trek Financial
Arizona
$1.11M +$350K +8,189 +46%
IIA
28
Integral Investment Advisors
California
$1.02M
SS
29
Sunbelt Securities
Texas
$942K -$36.8K -860 -4%
MML Investors Services
30
MML Investors Services
Massachusetts
$862K +$290K +6,773 +51%
DFA
31
DHJJ Financial Advisors
Illinois
$859K +$44.2K +1,034 +5%
FIA
32
Foundations Investment Advisors
Arizona
$753K +$185K +4,326 +33%
LF
33
Lantz Financial
Illinois
$743K +$149K +3,483 +25%
BWM
34
BCS Wealth Management
Tennessee
$731K -$283K -6,606 -28%
CW
35
CreativeOne Wealth
Kansas
$716K +$276K +6,456 +63%
SB
36
Strategic Blueprint
Georgia
$631K +$192K +4,495 +44%
CFS
37
CRA Financial Services
New Jersey
$616K -$77K -1,800 -11%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$615K
AAP
39
Arax Advisory Partners
Colorado
$611K +$43.7K +1,021 +8%
VBFP
40
Valtinson Bruner Financial Planning
Minnesota
$606K
SPC
41
Sigma Planning Corp
Michigan
$603K +$41.4K +968 +7%
SPIA
42
Steward Partners Investment Advisory
New York
$598K +$1.58K +37 +0.3%
EWA
43
EverSource Wealth Advisors
Alabama
$557K
PS
44
Principal Securities
Iowa
$550K +$72K +1,684 +15%
BMM
45
Berkshire Money Management
Massachusetts
$537K -$36.6K -856 -6%
OWA
46
Outlook Wealth Advisors
Texas
$518K -$10.8K -252 -2%
WP
47
WealthShield Partners
North Carolina
$505K +$505K +11,801 New
VWA
48
Visionary Wealth Advisors
Illinois
$501K -$48.3K -1,129 -9%
WCG
49
Weaver Consulting Group
California
$474K
PIAS
50
PCA Investment Advisory Services
Ohio
$446K