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Innovator US Equity Buffer ETF March

95 hedge funds and large institutions have $130M invested in Innovator US Equity Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+26
Holders Change %
+37.68%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
37
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
1
Outlook Wealth Advisors
Texas
$15.2M +$15.2M +364,499 New
PCS
2
Personal CFO Solutions
New Jersey
$11M +$11M +262,866 New
BCM
3
Brookstone Capital Management
Illinois
$9.77M +$9.77M +234,442 New
PCM
4
Penserra Capital Management
California
$8.74M +$2.37M +56,784 +37%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.52M +$2.48M +59,589 +82%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$5.4M +$4.93M +118,209 +1,030%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.25M +$3.13M +75,108 +148%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.84M +$1.62M +38,834 +73%
VBFP
9
Valtinson Bruner Financial Planning
Minnesota
$3.41M -$188K -4,510 -5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.99M +$1.3M +31,219 +77%
LNC
11
Lincoln National Corp
Pennsylvania
$2.27M +$1.78M +42,632 +360%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.22M +$1.2M +28,821 +118%
MPCL
13
My Personal CFO LLC
Washington
$2.18M +$713K +17,110 +49%
BAM
14
Belpointe Asset Management
Nevada
$1.94M +$1.94M +46,454 New
FFA
15
Fragasso Financial Advisors
Pennsylvania
$1.9M +$20.3K +486 +1%
MSFS
16
Main Street Financial Solutions
Pennsylvania
$1.87M
Cerity Partners
17
Cerity Partners
New York
$1.86M +$1.34M +32,052 +253%
W
18
WPWealth
Texas
$1.81M -$26.7K -640 -1%
KAS
19
Kestra Advisory Services
Texas
$1.77M +$1.54M +36,989 +680%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.68M -$266K -6,389 -14%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.55M +$993K +23,828 +177%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.52M +$1.28M +30,835 +541%
SWM
23
Spire Wealth Management
Virginia
$1.48M +$431K +10,344 +41%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$1.48M -$23K -551 -2%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.29M +$815K +19,570 +171%