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Innovator US Equity Buffer ETF February

78 hedge funds and large institutions have $81.6M invested in Innovator US Equity Buffer ETF February in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+29
Holders Change %
+59.18%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
32
Increased
21
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
51
KFG Wealth Management
Indiana
$288K +$288K +8,945 New
OCM
52
Orion Capital Management
California
$285K -$96K -3,000 -25%
Citadel Advisors
53
Citadel Advisors
Florida
$271K -$202K -6,309 -43%
SB
54
Strategic Blueprint
Georgia
$267K -$42.3K -1,323 -14%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$265K +$265K +8,270 New
RA
56
RFG Advisory
Alabama
$263K +$263K +8,220 New
IA
57
IFP Advisors
Florida
$212K -$128K -5,183 -38%
AIC
58
Archer Investment Corporation
Indiana
$176K -$16K -500 -8%
LFG
59
Larson Financial Group
Missouri
$162K +$10.6K +330 +7%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$130K +$130K +4,076 New
ASN
61
Advisory Services Network
Georgia
$101K +$101K +3,164 New
UBS Group
62
UBS Group
Switzerland
$89.2K -$91.5K -2,862 -51%
Morgan Stanley
63
Morgan Stanley
New York
$80K
GTAM
64
Global Trust Asset Management
Florida
$80K +$64K +2,000 +400%
HI
65
Harbour Investments
Wisconsin
$75.3K
SWM
66
Spire Wealth Management
Virginia
$73.2K +$73.2K +2,290 New
IF
67
Integrity Financial
Wyoming
$60.8K
SWM
68
Sugarloaf Wealth Management
Georgia
$56.5K +$56.5K +1,767 New
WP
69
WealthShield Partners
North Carolina
$51.2K +$51.2K +1,600 New
BFEC
70
Benjamin F. Edwards & Company
Missouri
$46K
WP
71
WealthPLAN Partners
Nebraska
$40.6K +$40.6K +1,270 New
CFD
72
Creative Financial Designs
Indiana
$40K +$40K +1,250 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$32.5K +$32.5K +1,016 New
AF
74
Advisornet Financial
Minnesota
$28K +$18.1K +565 +182%
JFG
75
JDM Financial Group
Texas
$14.8K +$416 +13 +3%