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Innovator US Equity Buffer ETF March

34 hedge funds and large institutions have $36M invested in Innovator US Equity Buffer ETF March in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+17
Holders Change %
+100%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
7
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$5.44M +$5.04M +161,934 +1,261%
HCM
2
Hudson Capital Management
New Jersey
$4.4M +$4.4M +141,318 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.85M +$2.39M +76,644 +163%
BCM
4
Beck Capital Management
Texas
$2.95M -$6.07K -195 -0.2%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$2.8M +$2.8M +87,435 New
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.98M +$1.98M +63,709 New
HighTower Advisors
7
HighTower Advisors
Illinois
$1.66M +$1.32M +42,327 +381%
MSFS
8
Main Street Financial Solutions
Pennsylvania
$1.56M +$1.56M +50,000 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.16M +$556K +17,867 +93%
LNC
10
Lincoln National Corp
Pennsylvania
$1.14M +$1.14M +36,448 New
DFA
11
DHJJ Financial Advisors
Illinois
$888K +$173K +5,560 +24%
OMC
12
Old Mission Capital
Illinois
$790K -$712K -22,856 -47%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$686K +$686K +22,024 New
BPA
14
Beacon Pointe Advisors
California
$682K +$682K +21,903 New
CW
15
CreativeOne Wealth
Kansas
$672K +$672K +21,600 New
S
16
SignatureFD
Georgia
$605K +$605K +19,442 New
MHS
17
M Holdings Securities
Oregon
$568K +$568K +18,236 New
VWA
18
Visionary Wealth Advisors
Illinois
$532K +$532K +17,099 New
CCM
19
Covington Capital Management
California
$519K +$519K +16,660 New
SB
20
Strategic Blueprint
Georgia
$465K +$465K +14,940 New
OCM
21
Orion Capital Management
California
$435K +$435K +13,978 New
Jane Street
22
Jane Street
New York
$432K +$432K +13,871 New
TWM
23
Tradition Wealth Management
Minnesota
$402K +$400K +12,520 +16,260%
FHB
24
First Hawaiian Bank
Hawaii
$303K +$303K +9,740 New
BA
25
Bellwether Advisors
Nebraska
$300K -$28.5K -916 -9%