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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 %
CPIG
51
Chicago Partners Investment Group
Illinois
$444K
SAM
52
Secure Asset Management
Michigan
$443K
BRWA
53
B. Riley Wealth Advisors
Florida
$442K
PIAS
54
PCA Investment Advisory Services
Ohio
$411K -$43.6K -1,000 -10%
IWM
55
IHT Wealth Management
Illinois
$390K +$34.4K +790 +10%
CVA
56
Central Valley Advisors
California
$374K
PWMG
57
Pinnacle Wealth Management Group
Michigan
$368K
CB
58
Chris Bulman
California
$359K +$392 +9 +0.1%
WP
59
WealthShield Partners
North Carolina
$357K -$157K -3,600 -31%
HI
60
Harbour Investments
Wisconsin
$340K -$22.2K -509 -6%
ALS
61
Andrew L. Share
$339K
PA
62
PFG Advisors
Arizona
$337K -$21.7K -498 -6%
Wolverine Trading
63
Wolverine Trading
Illinois
$333K +$333K +7,612 New
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$329K +$329K +7,538 New
IA
65
IFP Advisors
Florida
$301K
IWM
66
IMG Wealth Management
Florida
$291K +$291K +6,684 New
GS
67
GWN Securities
Florida
$287K +$287K +6,588 New
TWM
68
Tradition Wealth Management
Minnesota
$284K
BCI
69
Brinker Capital Investments
Pennsylvania
$284K +$1.83K +42 +0.6%
OPS
70
Orion Portfolio Solutions
Nebraska
$284K +$1.83K +42 +0.6%
FCFC
71
First Commonwealth Financial Corp
Pennsylvania
$274K
RAS
72
RPS Advisory Solutions
Kentucky
$248K -$6.54K -150 -3%
VIM
73
Vista Investment Management
Pennsylvania
$239K
SWM
74
Spire Wealth Management
Virginia
$235K +$44 +1 +0%
SWP
75
Summit Wealth Partners
Florida
$216K -$5.1K -117 -2%