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Innovator US Equity Buffer ETF March

98 hedge funds and large institutions have $156M invested in Innovator US Equity Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
21
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$25.7M +$24.1M +492,154 +1,497%
OWA
2
Outlook Wealth Advisors
Texas
$20.8M +$428K +8,726 +2%
PCM
3
Penserra Capital Management
California
$17.5M -$1.6M -32,641 -8%
MIM
4
Macroview Investment Management
Maryland
$6.81M -$40.5K -826 -0.6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.62M +$141K +2,877 +2%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$4.49M -$1.16M -23,629 -21%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.48M -$557K -11,357 -11%
Cerity Partners
8
Cerity Partners
New York
$4.23M -$17.6K -359 -0.4%
VBFP
9
Valtinson Bruner Financial Planning
Minnesota
$3.81M -$40.6K -828 -1%
KAS
10
Kestra Advisory Services
Texas
$3.68M +$2.05M +41,790 +126%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.44M -$3.11M -67,268 -47%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.86M +$272K +5,550 +11%
Raymond James Financial
13
Raymond James Financial
Florida
$2.77M +$260K +5,308 +10%
MPCL
14
My Personal CFO LLC
Washington
$2.43M -$295K -6,020 -11%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.12M +$98.1K +2,001 +5%
MSFS
16
Main Street Financial Solutions
Pennsylvania
$1.91M -$280K -5,700 -13%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.86M -$72.4K -1,477 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.74M -$17K -347 -1%
SWM
19
Spire Wealth Management
Virginia
$1.71M -$151K -3,073 -8%
FFA
20
Fragasso Financial Advisors
Pennsylvania
$1.7M -$39K -796 -2%
LPL Financial
21
LPL Financial
California
$1.51M +$217K +4,418 +17%
IIA
22
Integral Investment Advisors
California
$1.4M
FCFC
23
First Commonwealth Financial Corp
Pennsylvania
$1.39M -$19K -387 -1%
LF
24
Lantz Financial
Illinois
$1.36M -$14.8K -301 -1%
SCA
25
Snowden Capital Advisors
New York
$1.33M