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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

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

7.28% more ownership

Funds ownership: 57.81%65.09% (+7.3%)

2% more funds holding

Funds holding: 98100 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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
+2
Holders Change %
+2.04%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
6
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
51
Wood Tarver Financial Group
Idaho
$414K
CG
52
Castellan Group
Kentucky
$410K -$10.4K -200 -3%
OCM
53
Orion Capital Management
California
$394K
OWA
54
Outlook Wealth Advisors
Texas
$376K -$14.8K -284 -4%
CA
55
COFG Advisors
Illinois
$370K +$364K +6,979 New
W
56
WPWealth
Texas
$361K -$66.8K -1,281 -16%
ASN
57
Advisory Services Network
Georgia
$356K
CW
58
CreativeOne Wealth
Kansas
$356K -$365 -7 -0.1%
SAM
59
Secure Asset Management
Michigan
$318K -$2.09K -40 -0.7%
GS
60
GTS Securities
New York
$316K +$60.8K +1,166 +24%
CA
61
Continuum Advisory
Idaho
$306K
BFA
62
Beacon Financial Advisory
Ohio
$270K -$44.6K -855 -14%
GPWA
63
Gaddis Premier Wealth Advisors
Oklahoma
$269K +$265K +5,075 New
SWA
64
Stratos Wealth Advisors
Ohio
$268K -$1.77K -34 -0.7%
KWM
65
KFG Wealth Management
Indiana
$259K +$5.48K +105 +2%
KWS
66
Keystone Wealth Services
California
$258K
Truist Financial
67
Truist Financial
North Carolina
$252K
BWM
68
Buska Wealth Management
Wisconsin
$249K -$52.3K -1,002 -18%
VIM
69
Vista Investment Management
Pennsylvania
$239K
CWG
70
Crown Wealth Group
North Carolina
$233K
AWA
71
Arkadios Wealth Advisors
Georgia
$229K -$6.57K -126 -3%
FAG
72
Fortitude Advisory Group
Washington
$222K -$5.63K -108 -3%
CPA
73
Clear Point Advisors
New York
$220K -$20.9K -400 -9%
MFG
74
Merit Financial Group
Georgia
$206K +$203K +3,882 New
IA
75
IFP Advisors
Florida
$194K -$17.9K -343 -9%