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Innovator US Equity Buffer ETF March

99 hedge funds and large institutions have $111M invested in Innovator US Equity Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
27
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IF
76
Integrity Financial
Wyoming
$224K
AWM
77
AE Wealth Management
Kansas
$211K +$211K +4,891 New
Wolverine Trading
78
Wolverine Trading
Illinois
$210K +$210K +4,874 New
KWS
79
Keystone Wealth Services
California
$210K
PIAS
80
PCA Investment Advisory Services
Ohio
$208K
Truist Financial
81
Truist Financial
North Carolina
$205K +$205K +4,750 New
SPIA
82
Steward Partners Investment Advisory
New York
$180K
HI
83
Harbour Investments
Wisconsin
$173K
IA
84
IFP Advisors
Florida
$144K
FNWA
85
Financial Network Wealth Advisors
Utah
$114K +$114K +2,651 New
CP
86
Castleview Partners
Texas
$74.3K
PS
87
Principal Securities
Iowa
$72.6K +$1.38K +32 +2%
SWM
88
Sugarloaf Wealth Management
Georgia
$71.8K
CIA
89
Cape Investment Advisory
Georgia
$47.5K
LFG
90
Larson Financial Group
Missouri
$34.6K -$130K -3,012 -79%
CFD
91
Creative Financial Designs
Indiana
$21.6K
CIAS
92
Capital Investment Advisory Services
North Carolina
$21.3K -$16.4K -381 -44%
AF
93
Advisornet Financial
Minnesota
$19.1K
AF
94
Allworth Financial
California
$17.4K +$17.4K +400 New
UBS Group
95
UBS Group
Switzerland
$16.4K +$16.4K +380 New
NS
96
NBC Securities
Alabama
$7K
GWM
97
Geneos Wealth Management
Colorado
$6.91K
EWA
98
EverSource Wealth Advisors
Alabama
$6.53K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$1K +$500 +9 +100%
PCS
100
Personal CFO Solutions
New Jersey
-$11M -262,866 Closed