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Innovator US Equity Buffer ETF June

80 hedge funds and large institutions have $124M invested in Innovator US Equity Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
32
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
51
Advisornet Financial
Minnesota
$380K +$190K +4,874 +101%
AIA
52
Alera Investment Advisors
Illinois
$367K
SWM
53
Spire Wealth Management
Virginia
$353K +$235K +6,012 +198%
ML
54
McAdam LLC
Pennsylvania
$339K
FA
55
FSA Advisors
Michigan
$326K +$118K +3,011 +56%
SAG
56
SageView Advisory Group
California
$313K +$313K +8,000 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$282K -$21K -536 -7%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$268K
ASN
59
Advisory Services Network
Georgia
$265K +$265K +6,779 New
CPA
60
Clear Point Advisors
New York
$237K
TWM
61
Tradition Wealth Management
Minnesota
$236K +$236K +6,036 New
CFS
62
CRA Financial Services
New Jersey
$235K
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$205K -$5.47K -140 -3%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$204K +$204K +5,228 New
TF
65
Trek Financial
Arizona
$204K +$204K +5,215 New
AAS
66
Avantax Advisory Services
Texas
$202K -$67K -1,715 -25%
CWS
67
Cypress Wealth Services
California
$200K +$200K +5,125 New
HI
68
Harbour Investments
Wisconsin
$166K +$23.4K +598 +16%
SPIA
69
Steward Partners Investment Advisory
New York
$142K +$118K +3,022 +488%
WP
70
WealthShield Partners
North Carolina
$123K
OCM
71
Orion Capital Management
California
$117K -$156K -4,000 -57%
SS
72
Sunbelt Securities
Texas
$82.1K
ATPW
73
Ashton Thomas Private Wealth
Arizona
$27.9K +$27.9K +713 New
SWM
74
Sugarloaf Wealth Management
Georgia
$24.4K
IA
75
IFP Advisors
Florida
$12.2K -$41K -1,050 -77%