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Innovator US Equity Buffer ETF March

97 hedge funds and large institutions have $109M invested in Innovator US Equity Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
9
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
1
Outlook Wealth Advisors
Texas
$17.7M -$169K -3,668 -0.9%
PCM
2
Penserra Capital Management
California
$15.3M +$1.81M +39,178 +13%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.67M -$888K -19,247 -14%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.53M -$524K -11,356 -9%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$5.31M -$16.6K -359 -0.3%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.14M -$9.69K -210 -0.2%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$3.63M -$149K -3,227 -4%
KAS
8
Kestra Advisory Services
Texas
$2.69M +$1.56M +33,774 +137%
MPCL
9
My Personal CFO LLC
Washington
$2.3M -$43.8K -950 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$2.17M +$2.17M +46,931 New
MSFS
11
Main Street Financial Solutions
Pennsylvania
$2.03M
Cerity Partners
12
Cerity Partners
New York
$1.9M -$145K -3,142 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.74M -$65.6K -1,422 -4%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$1.6M -$22.8K -495 -1%
FCFC
15
First Commonwealth Financial Corp
Pennsylvania
$1.43M -$5.95K -129 -0.4%
SWM
16
Spire Wealth Management
Virginia
$1.33M -$262K -5,681 -17%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.27M -$107K -2,314 -8%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$1.22M -$883K -19,133 -42%
SCA
19
Snowden Capital Advisors
New York
$1.13M
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.1M -$61.4K -1,330 -5%
SI
21
Stephens Inc
Arkansas
$1.1M -$73.1K -1,585 -6%
BCM
22
Beck Capital Management
Texas
$1.07M -$31.9K -691 -3%
IIA
23
Integral Investment Advisors
California
$1.07M
OMC
24
Old Mission Capital
Illinois
$1.04M +$257K +5,563 +33%
LPL Financial
25
LPL Financial
California
$1.01M +$39.9K +865 +4%