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Innovator US Equity Buffer ETF March

69 hedge funds and large institutions have $51.6M invested in Innovator US Equity Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
1
Penserra Capital Management
California
$6.06M +$892K +22,515 +17%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$3.42M -$135K -3,409 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.89M -$1.43M -36,063 -33%
HighTower Advisors
4
HighTower Advisors
Illinois
$2.11M +$8.51K +215 +0.4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.02M
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.85M -$272K -6,875 -13%
FFA
7
Fragasso Financial Advisors
Pennsylvania
$1.79M
MSFS
8
Main Street Financial Solutions
Pennsylvania
$1.78M -$139K -3,500 -7%
W
9
WPWealth
Texas
$1.74M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.6M -$99.2K -2,505 -6%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$1.43M -$41.4K -1,046 -3%
MPCL
12
My Personal CFO LLC
Washington
$1.39M
TC
13
TownSquare Capital
Utah
$1.28M +$142K +3,589 +12%
BCM
14
Beck Capital Management
Texas
$1.2M -$54.4K -1,373 -4%
RJA
15
Raymond James & Associates
Florida
$1.05M -$67.3K -1,700 -6%
SWM
16
Spire Wealth Management
Virginia
$1.01M -$10.3K -258 -1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$969K -$5.66K -143 -0.6%
AWM
18
AE Wealth Management
Kansas
$969K -$65.2K -1,620 -6%
IIA
19
Integral Investment Advisors
California
$935K
OMC
20
Old Mission Capital
Illinois
$918K -$660K -16,663 -42%
SB
21
Strategic Blueprint
Georgia
$795K -$23.8K -600 -3%
DFA
22
DHJJ Financial Advisors
Illinois
$721K -$64.6K -1,630 -8%
FCFC
23
First Commonwealth Financial Corp
Pennsylvania
$601K -$315K -7,953 -34%
CA
24
CoreCap Advisors
Michigan
$594K +$26.7K +675 +5%
SCA
25
Snowden Capital Advisors
New York
$579K