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Innovator US Equity Buffer ETF March

98 hedge funds and large institutions have $156M invested in Innovator US Equity Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

48% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 40

Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$25.7M
OWA
2
Outlook Wealth Advisors
Texas
$20.8M
PCM
3
Penserra Capital Management
California
$17.5M
MIM
4
Macroview Investment Management
Maryland
$6.81M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.62M
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$4.49M
HighTower Advisors
7
HighTower Advisors
Illinois
$4.48M
Cerity Partners
8
Cerity Partners
New York
$4.23M
VBFP
9
Valtinson Bruner Financial Planning
Minnesota
$3.81M
KAS
10
Kestra Advisory Services
Texas
$3.68M
Osaic Holdings
11
Osaic Holdings
Arizona
$3.44M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.86M
Raymond James Financial
13
Raymond James Financial
Florida
$2.77M
MPCL
14
My Personal CFO LLC
Washington
$2.43M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.12M
MSFS
16
Main Street Financial Solutions
Pennsylvania
$1.91M
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.86M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.74M
SWM
19
Spire Wealth Management
Virginia
$1.71M
FFA
20
Fragasso Financial Advisors
Pennsylvania
$1.7M
LPL Financial
21
LPL Financial
California
$1.51M
IIA
22
Integral Investment Advisors
California
$1.4M
FCFC
23
First Commonwealth Financial Corp
Pennsylvania
$1.39M
LF
24
Lantz Financial
Illinois
$1.36M
SCA
25
Snowden Capital Advisors
New York
$1.33M