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Innovator US Equity Buffer ETF August

98 hedge funds and large institutions have $127M invested in Innovator US Equity Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
16
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
CoreCap Advisors
Michigan
$1.05M -$538K -12,333 -34%
IIA
27
Integral Investment Advisors
California
$1.04M
FFA
28
Fragasso Financial Advisors
Pennsylvania
$1.01M -$626K -14,365 -38%
SS
29
Sunbelt Securities
Texas
$962K
MML Investors Services
30
MML Investors Services
Massachusetts
$883K +$4.36K +100 +0.5%
DFA
31
DHJJ Financial Advisors
Illinois
$876K
LF
32
Lantz Financial
Illinois
$750K -$7.02K -161 -0.9%
Goldman Sachs
33
Goldman Sachs
New York
$746K +$746K +17,121 New
BWM
34
BCS Wealth Management
Tennessee
$735K -$9.77K -224 -1%
SB
35
Strategic Blueprint
Georgia
$643K
CFS
36
CRA Financial Services
New Jersey
$628K
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$627K
AAP
38
Arax Advisory Partners
Colorado
$620K -$2.53K -58 -0.4%
VBFP
39
Valtinson Bruner Financial Planning
Minnesota
$617K
SPC
40
Sigma Planning Corp
Michigan
$617K +$2.4K +55 +0.4%
SPIA
41
Steward Partners Investment Advisory
New York
$574K -$34.9K -800 -6%
EWA
42
EverSource Wealth Advisors
Alabama
$569K +$1.53K +35 +0.3%
SNWA
43
Siligmueller & Norvid Wealth Advisors
Illinois
$560K +$560K +12,850 New
FIA
44
Foundations Investment Advisors
Arizona
$556K -$211K -4,841 -27%
PS
45
Principal Securities
Iowa
$541K -$18.7K -430 -3%
OWA
46
Outlook Wealth Advisors
Texas
$514K -$14.1K -324 -3%
VWA
47
Visionary Wealth Advisors
Illinois
$511K
BMM
48
Berkshire Money Management
Massachusetts
$509K -$38K -873 -7%
RA
49
RFG Advisory
Alabama
$506K -$824K -18,904 -62%
WCG
50
Weaver Consulting Group
California
$483K