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Innovator US Equity Buffer ETF March

69 hedge funds and large institutions have $51.6M invested in Innovator US Equity Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LF
26
Lantz Financial
Illinois
$572K -$7.88K -199 -1%
BA
27
Bellwether Advisors
Nebraska
$562K -$35.5K -895 -6%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$532K +$105K +2,649 +25%
BPA
29
Beacon Pointe Advisors
California
$517K -$73.4K -1,854 -12%
Cerity Partners
30
Cerity Partners
New York
$501K -$52.7K -1,330 -10%
CA
31
Cetera Advisors
Colorado
$488K -$113K -2,855 -19%
LNC
32
Lincoln National Corp
Pennsylvania
$469K -$142K -3,595 -23%
AAP
33
Arax Advisory Partners
Colorado
$458K -$43.6K -1,101 -9%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$455K -$70.4K -1,778 -13%
MML Investors Services
35
MML Investors Services
Massachusetts
$453K -$3.37K -85 -0.7%
OCM
36
Orion Capital Management
California
$426K -$39.6K -1,000 -9%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$394K +$227K +5,719 +136%
LPL Financial
38
LPL Financial
California
$360K +$360K +9,090 New
WCG
39
Weaver Consulting Group
California
$359K
BFEC
40
Benjamin F. Edwards & Company
Missouri
$355K
BWM
41
Brown Wealth Management
Illinois
$352K
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$350K
PWMG
43
Pinnacle Wealth Management Group
Michigan
$349K
VFPW
44
Vantage Financial Partners (Wisconsin)
Wisconsin
$344K -$24.5K -619 -7%
SOS
45
Silver Oak Securities
Tennessee
$333K +$146K +3,692 +78%
RA
46
RFG Advisory
Alabama
$285K
FA
47
FSA Advisors
Michigan
$282K +$282K +7,126 New
BFA
48
Beacon Financial Advisory
Ohio
$273K
Citadel Advisors
49
Citadel Advisors
Florida
$245K -$803K -20,284 -77%
CPA
50
Clear Point Advisors
New York
$229K +$229K +5,774 New