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Innovator US Equity Buffer ETF August

85 hedge funds and large institutions have $116M invested in Innovator US Equity Buffer ETF August in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
37
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$15.8M 479,781 +73,054 +18%
PCS
2
Personal CFO Solutions
New Jersey
$9.04M 273,895 +273,895 New
AGA
3
Accuvest Global Advisors
Utah
$7.56M 229,059 +68,214 +42%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.01M 212,375 +64,974 +44%
BCM
5
Brookstone Capital Management
Illinois
$6.34M 192,427 +39,659 +26%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.26M 189,537 +75,476 +66%
Truist Financial
7
Truist Financial
North Carolina
$5.57M 168,725 +15,424 +10%
PCM
8
Penserra Capital Management
California
$4.74M 143,665 +43,578 +44%
RJA
9
Raymond James & Associates
Florida
$3.97M 120,186 +110,186 +1,102%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.1M 93,926 +69,315 +282%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.87M 87,050 +56,012 +180%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.48M 75,111 +43,459 +137%
BPA
13
Beacon Pointe Advisors
California
$2.32M 70,403 +55,990 +388%
DI
14
Diligent Investors
California
$2.12M 64,349 +14,200 +28%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.75M 53,099 +53,099 New
CA
16
Cetera Advisors
Colorado
$1.74M 52,831 +42,561 +414%
LNC
17
Lincoln National Corp
Pennsylvania
$1.73M 52,520 +9,203 +21%
KAS
18
Kestra Advisory Services
Texas
$1.41M 42,841 +25,596 +148%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.39M 42,040 +22,103 +111%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$1.23M 37,174 +18,341 +97%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$1.22M 36,918 -2,106 -5%
CA
22
CoreCap Advisors
Michigan
$1.21M 36,639 +7,852 +27%
BWM
23
BCS Wealth Management
Tennessee
$1.1M 33,442 +13,200 +65%
SFG
24
Steward Financial Group
Texas
$1.01M 30,450 +5,115 +20%
AWM
25
Axxcess Wealth Management
California
$985K 29,827 +29,827 New