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Innovator US Equity Buffer ETF June

72 hedge funds and large institutions have $70.5M invested in Innovator US Equity Buffer ETF June in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 12 closing their positions.

Holders
72
Holders Change
-8
Holders Change %
-10%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
14
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
51
WealthShield Partners
North Carolina
$272K
AAS
52
Avantax Advisory Services
Texas
$267K +$38.6K +1,176 +17%
CFS
53
CRA Financial Services
New Jersey
$260K
LF
54
Lantz Financial
Illinois
$253K -$42.3K -1,290 -14%
LNC
55
Lincoln National Corp
Pennsylvania
$250K
VFPW
56
Vantage Financial Partners (Wisconsin)
Wisconsin
$234K -$17.7K -539 -7%
OCM
57
Orion Capital Management
California
$230K
BFEC
58
Benjamin F. Edwards & Company
Missouri
$225K
Truist Financial
59
Truist Financial
North Carolina
$208K
PWMG
60
Pinnacle Wealth Management Group
Michigan
$207K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$178K +$178K +5,422 New
SFG
62
Steward Financial Group
Texas
$176K
HI
63
Harbour Investments
Wisconsin
$120K +$47.3K +1,440 +65%
SWM
64
Spire Wealth Management
Virginia
$99.4K
SS
65
Sunbelt Securities
Texas
$83.2K +$10.6K +324 +15%
IA
66
IFP Advisors
Florida
$60.2K
GI
67
Gradient Investments
Minnesota
$50.4K -$48M -1,463,875 -100%
SWM
68
Sugarloaf Wealth Management
Georgia
$20.5K
SPIA
69
Steward Partners Investment Advisory
New York
$20.3K
AIC
70
Archer Investment Corporation
Indiana
$8.21K
IF
71
Integrity Financial
Wyoming
$2.07K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$98 +$98 +3 New
PCS
73
Personal CFO Solutions
New Jersey
-$9.36M -278,971 Closed
T
74
TCWP
Ohio
-$7.07M -210,801 Closed
DBRC
75
D.B. Root & Company
Pennsylvania
-$873K -26,027 Closed