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Innovator US Equity Buffer ETF March

100 hedge funds and large institutions have $114M invested in Innovator US Equity Buffer ETF March in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $115M → $114M (-$1.54M)

88% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 48

Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
PCM
1
Penserra Capital Management
California
$18.5M
MIM
2
Macroview Investment Management
Maryland
$7.34M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.21M
Osaic Holdings
4
Osaic Holdings
Arizona
$5.79M
HighTower Advisors
5
HighTower Advisors
Illinois
$5.32M
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$4.73M
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$4.04M
Cerity Partners
8
Cerity Partners
New York
$3.77M
Raymond James Financial
9
Raymond James Financial
Florida
$3.33M
MPCL
10
My Personal CFO LLC
Washington
$2.56M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.08M
MSFS
12
Main Street Financial Solutions
Pennsylvania
$2.05M
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$1.87M
FFA
14
Fragasso Financial Advisors
Pennsylvania
$1.84M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.83M
BPA
16
Beacon Pointe Advisors
California
$1.74M
SWM
17
Spire Wealth Management
Virginia
$1.71M
KAS
18
Kestra Advisory Services
Texas
$1.63M
IIA
19
Integral Investment Advisors
California
$1.61M
LPL Financial
20
LPL Financial
California
$1.51M
FCFC
21
First Commonwealth Financial Corp
Pennsylvania
$1.5M
BCM
22
Brookstone Capital Management
Illinois
$1.49M
LF
23
Lantz Financial
Illinois
$1.47M
SCA
24
Snowden Capital Advisors
New York
$1.44M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.16M