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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.

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 Market Value Shares Shares
Change
Shares
Change %
OWA
1
Outlook Wealth Advisors
Texas
$16.2M 25,335 -3,961 -14%
BCM
2
Brookstone Capital Management
Illinois
$15.3M 387,101 +376,527 +3,561%
LF
3
Lantz Financial
Illinois
$10.4M 265,014 +257,325 +3,347%
PCM
4
Penserra Capital Management
California
$9.92M 253,894 +21,712 +9%
Cerity Partners
5
Cerity Partners
New York
$6.24M 159,593 +106,461 +200%
WIM
6
WealthPlan Investment Management
Nebraska
$6.24M 159,546 +159,546 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.03M 128,771 +14,813 +13%
WP
8
WealthPLAN Partners
Nebraska
$3.83M 97,890 +97,890 New
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$3.69M 94,460 -1,556 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.93M 74,897 +42,795 +133%
HighTower Advisors
11
HighTower Advisors
Illinois
$2.93M 74,887 +25,137 +51%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.92M 74,757 -56,439 -43%
SB
13
Strategic Blueprint
Georgia
$1.8M 46,048 +46,048 New
FFA
14
Fragasso Financial Advisors
Pennsylvania
$1.65M 42,198 +1,050 +3%
SWA
15
Stratos Wealth Advisors
Ohio
$1.64M 41,986 +20,978 +100%
W
16
WPWealth
Texas
$1.33M 33,918 +33,918 New
MWM
17
Maltin Wealth Management
New Jersey
$1.24M 31,776 -14,058 -31%
CPRC
18
Consolidated Portfolio Review Corp
New York
$1.24M 31,712 +409 +1%
FCFC
19
First Commonwealth Financial Corp
Pennsylvania
$1.2M 30,677
NFG
20
Nations Financial Group
Iowa
$1.19M 30,360 +3,025 +11%
RA
21
RFG Advisory
Alabama
$1.13M 28,823 +20,331 +239%
OIA
22
OneDigital Investment Advisors
Kansas
$1.1M 28,027 +125 +0.4%
BWM
23
BCS Wealth Management
Tennessee
$1.09M 27,987 +5,015 +22%
KAS
24
Kestra Advisory Services
Texas
$1.07M 27,369 +16,570 +153%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.07M 27,300 +5,002 +22%