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Innovator US Equity Buffer ETF July

75 hedge funds and large institutions have $92.7M invested in Innovator US Equity Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
9
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Cetera Advisors
Colorado
$700K -$35K -1,070 -5%
LNC
27
Lincoln National Corp
Pennsylvania
$614K -$34.9K -1,068 -5%
LF
28
Lantz Financial
Illinois
$600K -$10.3K -314 -2%
Jane Street
29
Jane Street
New York
$593K +$593K +18,138 New
CBFP
30
Cedar Brook Financial Partners
Ohio
$526K
GTAM
31
Global Trust Asset Management
Florida
$523K
BWM
32
BCS Wealth Management
Tennessee
$494K -$83.2K -2,549 -14%
CF
33
Centaurus Financial
California
$494K +$494K +15,129 New
OIA
34
OneDigital Investment Advisors
Kansas
$470K -$175K -5,354 -27%
AAP
35
Arax Advisory Partners
Colorado
$462K -$8.59K -263 -2%
AIA
36
Alera Investment Advisors
Illinois
$454K
Citadel Advisors
37
Citadel Advisors
Florida
$442K +$190K +5,830 +76%
SPC
38
Sigma Planning Corp
Michigan
$432K -$21.7K -665 -5%
LPL Financial
39
LPL Financial
California
$422K
AWM
40
AE Wealth Management
Kansas
$420K +$2.68K +82 +0.6%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$410K +$410K +12,536 New
KCM
42
Kathmere Capital Management
Pennsylvania
$408K -$9.15K -280 -2%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$340K -$346K -10,590 -50%
RJA
44
Raymond James & Associates
Florida
$310K
OWA
45
Outlook Wealth Advisors
Texas
$294K
JWBC
46
John W. Brooker & Co
California
$287K -$98.7K -3,000 -26%
AL
47
ACAS LLC
California
$285K -$3.27K -100 -1%
KAS
48
Kestra Advisory Services
Texas
$285K -$48.4K -1,481 -15%
SS
49
Sunbelt Securities
Texas
$275K -$80.3K -2,486 -23%
4WM
50
4J Wealth Management
Virginia
$263K