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Innovator US Equity Buffer ETF June

77 hedge funds and large institutions have $65.5M invested in Innovator US Equity Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
6
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$291K -$137K -3,649 -32%
LF
52
Lantz Financial
Illinois
$289K -$75 -2 -0%
LNC
53
Lincoln National Corp
Pennsylvania
$287K
OCM
54
Orion Capital Management
California
$263K
AAS
55
Avantax Advisory Services
Texas
$259K
BFEC
56
Benjamin F. Edwards & Company
Missouri
$258K
BMM
57
Berkshire Money Management
Massachusetts
$251K +$251K +6,669 New
Truist Financial
58
Truist Financial
North Carolina
$231K -$7.6K -202 -3%
CPA
59
Clear Point Advisors
New York
$228K
CFS
60
CRA Financial Services
New Jersey
$227K -$71.4K -1,900 -24%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$202K +$202K +5,380 New
FA
62
FSA Advisors
Michigan
$201K +$201K +5,334 New
AF
63
Advisornet Financial
Minnesota
$182K
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$146K +$146K +3,873 New
HI
65
Harbour Investments
Wisconsin
$137K
WP
66
WealthShield Partners
North Carolina
$118K -$194K -5,150 -62%
SWM
67
Spire Wealth Management
Virginia
$114K
SS
68
Sunbelt Securities
Texas
$79K -$16.3K -434 -17%
PS
69
Principal Securities
Iowa
$61.1K
IA
70
IFP Advisors
Florida
$51.2K
SWM
71
Sugarloaf Wealth Management
Georgia
$23.5K
SPIA
72
Steward Partners Investment Advisory
New York
$23.3K
GI
73
Gradient Investments
Minnesota
$9.78K -$24.6K -655 -72%
AIC
74
Archer Investment Corporation
Indiana
$9.4K
UBS Group
75
UBS Group
Switzerland
$3.53K -$37.3K -993 -91%