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Innovator US Equity Buffer ETF March

95 hedge funds and large institutions have $111M invested in Innovator US Equity Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-4
Holders Change %
-4.04%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
11
Reduced
43
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$214K
SPIA
77
Steward Partners Investment Advisory
New York
$188K
HI
78
Harbour Investments
Wisconsin
$180K
IA
79
IFP Advisors
Florida
$168K +$18K +400 +12%
FNWA
80
Financial Network Wealth Advisors
Utah
$119K
PS
81
Principal Securities
Iowa
$75.7K
SWM
82
Sugarloaf Wealth Management
Georgia
$63.7K -$11.3K -250 -15%
CIA
83
Cape Investment Advisory
Georgia
$49.5K
UBS Group
84
UBS Group
Switzerland
$45.1K +$28K +621 +163%
CP
85
Castleview Partners
Texas
$42.6K -$34.9K -776 -45%
Barclays
86
Barclays
United Kingdom
$39K +$39K +861 New
CFD
87
Creative Financial Designs
Indiana
$22.5K
AssetMark Inc
88
AssetMark Inc
California
$21.6K +$21.6K +479 New
LFG
89
Larson Financial Group
Missouri
$20.1K -$16K -356 -44%
AF
90
Advisornet Financial
Minnesota
$19.9K
AF
91
Allworth Financial
California
$18K
NS
92
NBC Securities
Alabama
$8K
GWM
93
Geneos Wealth Management
Colorado
$7.2K
EWA
94
EverSource Wealth Advisors
Alabama
$6.75K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$1K
BAM
96
Belpointe Asset Management
Nevada
-$2.03M -47,047 Closed
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
-$659K -15,263 Closed
BWM
98
Brown Wealth Management
Illinois
-$383K -8,878 Closed
MHS
99
M Holdings Securities
Oregon
-$333K -7,704 Closed
CB
100
Chris Bulman
California
-$265K -6,139 Closed