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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 %
OWA
1
Outlook Wealth Advisors
Texas
$17.4M +$568K +12,615 +3%
PCM
2
Penserra Capital Management
California
$13.2M +$2.72M +60,516 +26%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.4M -$375K -8,334 -6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.91M +$361K +8,017 +7%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$5.2M -$630K -13,983 -11%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.04M -$60.9K -1,354 -1%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$3.69M
MPCL
8
My Personal CFO LLC
Washington
$2.29M -$69.8K -1,550 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.06M -$167K -3,708 -7%
FFA
10
Fragasso Financial Advisors
Pennsylvania
$2.05M
Cerity Partners
11
Cerity Partners
New York
$1.99M -$43.1K -958 -2%
MSFS
12
Main Street Financial Solutions
Pennsylvania
$1.98M
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.76M -$783K -17,389 -31%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$1.59M -$6.12K -136 -0.4%
SWM
15
Spire Wealth Management
Virginia
$1.55M -$50.8K -1,128 -3%
FCFC
16
First Commonwealth Financial Corp
Pennsylvania
$1.4M +$30.3K +674 +2%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.38M -$33.7K -748 -2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.34M -$105K -2,340 -7%
RJA
19
Raymond James & Associates
Florida
$1.21M
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.19M -$7.11K -158 -0.6%
RA
21
RFG Advisory
Alabama
$1.16M -$4.05K -90 -0.3%
SI
22
Stephens Inc
Arkansas
$1.14M -$10.8K -240 -0.9%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.14M -$223K -4,965 -16%
KAS
24
Kestra Advisory Services
Texas
$1.11M -$1.55M -34,341 -58%
SCA
25
Snowden Capital Advisors
New York
$1.1M