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Innovator US Equity Buffer ETF August

71 hedge funds and large institutions have $118M invested in Innovator US Equity Buffer ETF August in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
9
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$33.1M 985,764 +769,764 +356%
AWM
2
AE Wealth Management
Kansas
$13.6M 406,727 +379,448 +1,391%
AIA
3
Acute Investment Advisory
Arizona
$13.1M 390,906 +390,906 New
AGA
4
Accuvest Global Advisors
Utah
$5.4M 160,845 +4,289 +3%
Truist Financial
5
Truist Financial
North Carolina
$5.14M 153,301 -22,508 -13%
BCM
6
Brookstone Capital Management
Illinois
$5.07M 152,768 +14,570 +11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.95M 147,401 -189,804 -56%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.83M 114,061 -14,115 -11%
PCM
9
Penserra Capital Management
California
$3.36M 100,087 +7,790 +8%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.65M 79,056 -714 -0.9%
DI
11
Diligent Investors
California
$1.68M 50,149
LNC
12
Lincoln National Corp
Pennsylvania
$1.45M 43,317 +2,504 +6%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$1.31M 39,024
HighTower Advisors
14
HighTower Advisors
Illinois
$1.06M 31,652 -4,295 -12%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.04M 31,038 -136 -0.4%
CA
16
CoreCap Advisors
Michigan
$966K 28,787 +28,787 New
Jane Street
17
Jane Street
New York
$890K 26,520 +26,520 New
SFG
18
Steward Financial Group
Texas
$850K 25,335 -3,650 -13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$826K 24,611 -5,169 -17%
IIA
20
Integral Investment Advisors
California
$817K 24,342 -1,041 -4%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$794K 23,672 -455 -2%
DFA
22
DHJJ Financial Advisors
Illinois
$749K 22,315
BWM
23
BCS Wealth Management
Tennessee
$679K 20,242 -6,761 -25%
SPIA
24
Steward Partners Investment Advisory
New York
$670K 19,968
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$669K 19,937 +1,409 +8%