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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
Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
21
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
51
Impact Partnership Wealth
Georgia
$419K -$9.17K -187 -2%
SWP
52
Summit Wealth Partners
Florida
$409K
W
53
WPWealth
Texas
$397K -$13.4K -273 -3%
CG
54
Castellan Group
Kentucky
$389K -$39.2K -800 -9%
WTFG
55
Wood Tarver Financial Group
Idaho
$383K
OCM
56
Orion Capital Management
California
$364K
CW
57
CreativeOne Wealth
Kansas
$360K -$2.8K -57 -0.8%
BWM
58
Buska Wealth Management
Wisconsin
$339K -$32.5K -662 -9%
ASN
59
Advisory Services Network
Georgia
$334K
SWA
60
Stratos Wealth Advisors
Ohio
$328K -$2.21K -45 -0.7%
VA
61
VestGen Advisors
Illinois
$324K
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$298K
SAM
63
Secure Asset Management
Michigan
$296K
BFA
64
Beacon Financial Advisory
Ohio
$292K +$3.14K +64 +1%
SS
65
Sunbelt Securities
Texas
$288K +$288K +6,250 New
CA
66
Continuum Advisory
Idaho
$283K
BIM
67
Bullseye Investment Management
Ohio
$248K
KWS
68
Keystone Wealth Services
California
$238K
Truist Financial
69
Truist Financial
North Carolina
$233K
KWM
70
KFG Wealth Management
Indiana
$229K +$6.23K +127 +3%
CPA
71
Clear Point Advisors
New York
$223K -$60.2K -1,227 -21%
VIM
72
Vista Investment Management
Pennsylvania
$221K
CWG
73
Crown Wealth Group
North Carolina
$216K
Wolverine Trading
74
Wolverine Trading
Illinois
$215K -$144K -2,953 -40%
FAG
75
Fortitude Advisory Group
Washington
$211K +$211K +4,300 New