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Innovator US Equity Buffer ETF July

99 hedge funds and large institutions have $282M invested in Innovator US Equity Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+25
Holders Change %
+33.78%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
26
Increased
44
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
51
Outlook Wealth Advisors
Texas
$543K +$84.6K +2,454 +18%
SB
52
Strategic Blueprint
Georgia
$528K +$528K +15,313 New
CF
53
Centaurus Financial
California
$519K +$282K +8,183 +119%
CA
54
CoreCap Advisors
Michigan
$513K +$142K +4,130 +38%
CAM
55
Cresset Asset Management
Illinois
$483K +$483K +14,011 New
AIA
56
Alera Investment Advisors
Illinois
$479K
LPL Financial
57
LPL Financial
California
$479K
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$468K +$468K +13,563 New
AAP
59
Arax Advisory Partners
Colorado
$460K -$7.48K -217 -2%
FCFC
60
First Commonwealth Financial Corp
Pennsylvania
$441K +$110K +3,205 +33%
OIA
61
OneDigital Investment Advisors
Kansas
$432K -$64.6K -1,875 -13%
KCM
62
Kathmere Capital Management
Pennsylvania
$424K
SS
63
Sunbelt Securities
Texas
$321K +$27.6K +800 +9%
SPIA
64
Steward Partners Investment Advisory
New York
$319K +$176K +5,118 +124%
KAS
65
Kestra Advisory Services
Texas
$318K +$26.4K +766 +9%
RJA
66
Raymond James & Associates
Florida
$311K -$16.9K -490 -5%
AWA
67
Arkadios Wealth Advisors
Georgia
$296K +$30.3K +880 +11%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$293K +$293K +8,509 New
DBRC
69
D.B. Root & Company
Pennsylvania
$291K +$26.7K +775 +10%
SWM
70
Sugarloaf Wealth Management
Georgia
$288K +$277K +8,050 +2,683%
HI
71
Harbour Investments
Wisconsin
$284K +$42K +1,219 +17%
BFA
72
Beacon Financial Advisory
Ohio
$283K +$283K +8,224 New
AL
73
ACAS LLC
California
$271K -$29.3K -850 -10%
KV
74
Kickstand Ventures
New York
$263K +$263K +7,624 New
BRWA
75
B. Riley Wealth Advisors
Florida
$260K +$260K +7,550 New