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Innovator US Equity Buffer ETF June

79 hedge funds and large institutions have $92M invested in Innovator US Equity Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
7
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FA
51
FSA Advisors
Michigan
$339K
CW
52
CreativeOne Wealth
Kansas
$337K +$337K +8,126 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$334K -$15K -362 -4%
AWA
54
Arkadios Wealth Advisors
Georgia
$327K -$68.9K -1,660 -17%
ASN
55
Advisory Services Network
Georgia
$281K
BMM
56
Berkshire Money Management
Massachusetts
$263K +$263K +6,329 New
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$251K +$251K +6,039 New
CFS
58
CRA Financial Services
New Jersey
$250K
Goldman Sachs
59
Goldman Sachs
New York
$246K +$246K +5,926 New
CPA
60
Clear Point Advisors
New York
$240K -$12.5K -300 -5%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$218K
TF
62
Trek Financial
Arizona
$217K
CWS
63
Cypress Wealth Services
California
$213K
AAS
64
Avantax Advisory Services
Texas
$200K -$14.5K -350 -7%
HI
65
Harbour Investments
Wisconsin
$198K
Barclays
66
Barclays
United Kingdom
$157K -$290 -7 -0.2%
SPIA
67
Steward Partners Investment Advisory
New York
$151K
WP
68
WealthShield Partners
North Carolina
$131K -$214K -5,150 -62%
BA
69
Bellwether Advisors
Nebraska
$128K +$128K +3,076 New
OCM
70
Orion Capital Management
California
$125K +$125K +3,000 New
SS
71
Sunbelt Securities
Texas
$87.4K
CIAS
72
Capital Investment Advisory Services
North Carolina
$68.1K -$415 -10 -0.6%
CFG
73
Chapman Financial Group
Hawaii
$35.3K +$35.3K +850 New
SWM
74
Sugarloaf Wealth Management
Georgia
$26K
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$17.9K +$17.9K +432 New