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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.

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 %
DBRC
51
D.B. Root & Company
Pennsylvania
$258K -$21.9K -670 -8%
SEP
52
Southland Equity Partners
Missouri
$244K +$244K +7,479 New
AWA
53
Arkadios Wealth Advisors
Georgia
$241K -$16.3K -500 -6%
MHS
54
M Holdings Securities
Oregon
$237K -$262 -8 -0.1%
HI
55
Harbour Investments
Wisconsin
$233K -$2.12K -65 -0.9%
CPIG
56
Chicago Partners Investment Group
Illinois
$230K
CW
57
CreativeOne Wealth
Kansas
$227K
CWM
58
Collaborative Wealth Management
Florida
$222K
OCM
59
Orion Capital Management
California
$212K
SPIA
60
Steward Partners Investment Advisory
New York
$179K
EWA
61
EverSource Wealth Advisors
Alabama
$166K
LFG
62
Larson Financial Group
Missouri
$161K +$11.6K +355 +8%
UBS Group
63
UBS Group
Switzerland
$133K +$133K +4,079 New
William Blair & Company
64
William Blair & Company
Illinois
$98K
BFEC
65
Benjamin F. Edwards & Company
Missouri
$78K
GEA
66
Glen Eagle Advisors
New Jersey
$52.3K -$13.1K -400 -20%
IA
67
IFP Advisors
Florida
$50.4K -$218K -8,507 -81%
AAS
68
Ameritas Advisory Services
Nebraska
$34.5K +$34.5K +1,050 New
AIC
69
Archer Investment Corporation
Indiana
$32.7K
CP
70
Castleview Partners
Texas
$19.6K
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$11.9K -$152 -4,652 -1%
CIAS
72
Capital Investment Advisory Services
North Carolina
$5.23K +$5.23K +160 New
Morgan Stanley
73
Morgan Stanley
New York
$3.82K -$13.1K -400 -77%
GI
74
Gradient Investments
Minnesota
$915 -$5.26K -161 -85%
ASN
75
Advisory Services Network
Georgia
$196