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Innovator US Equity Buffer ETF March

100 hedge funds and large institutions have $114M invested in Innovator US Equity Buffer ETF March in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

7.28% more ownership

Funds ownership: 57.81%65.09% (+7.3%)

2% more funds holding

Funds holding: 98100 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $115M → $114M (-$1.54M)

88% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 48

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
6
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Penserra Capital Management
California
$18.5M -$580K -11,124 -3%
MIM
2
Macroview Investment Management
Maryland
$7.34M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.21M -$461K -8,829 -7%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.79M -$571K -10,945 -9%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.32M -$14K -269 -0.3%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$4.73M -$103K -1,966 -2%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$4.04M -$83.9K -1,608 -2%
Cerity Partners
8
Cerity Partners
New York
$3.77M -$744K -14,269 -17%
Raymond James Financial
9
Raymond James Financial
Florida
$3.33M -$1.56K -30 -0%
MPCL
10
My Personal CFO LLC
Washington
$2.56M +$2.52M +48,290 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.08M -$138K -2,652 -6%
MSFS
12
Main Street Financial Solutions
Pennsylvania
$2.05M -$13K -250 -0.6%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$1.87M -$101K -1,937 -5%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$1.84M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.83M -$8.4K -161 -0.5%
BPA
16
Beacon Pointe Advisors
California
$1.74M +$854K +16,376 +100%
SWM
17
Spire Wealth Management
Virginia
$1.71M -$67.4K -1,292 -4%
KAS
18
Kestra Advisory Services
Texas
$1.63M -$243K -4,663 -13%
IIA
19
Integral Investment Advisors
California
$1.61M -$4.7K -90 -0.3%
LPL Financial
20
LPL Financial
California
$1.51M -$105K -2,017 -7%
FCFC
21
First Commonwealth Financial Corp
Pennsylvania
$1.5M -$1.67K -32 -0.1%
BCM
22
Brookstone Capital Management
Illinois
$1.49M -$205K -3,927 -12%
LF
23
Lantz Financial
Illinois
$1.47M
SCA
24
Snowden Capital Advisors
New York
$1.44M -$209 -4 -0%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.16M -$1.82M -34,959 -62%