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Innovator US Equity Buffer ETF May

49 hedge funds and large institutions have $33.8M invested in Innovator US Equity Buffer ETF May in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% less funds holding

Funds holding: 5049 (-1)

18% less capital invested

Capital invested by funds: $41.1M → $33.8M (-$7.28M)

33.64% less ownership

Funds ownership: 75.39%41.75% (-34%)

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$330K
AWA
27
Arkadios Wealth Advisors
Georgia
$325K
CA
28
Cetera Advisors
Colorado
$315K -$130K -4,091 -29%
FFA
29
Fragasso Financial Advisors
Pennsylvania
$315K
SIA
30
Soltis Investment Advisors
Utah
$314K -$412 -13 -0.1%
BA
31
Bluesphere Advisors
Pennsylvania
$312K
SB
32
Strategic Blueprint
Georgia
$282K +$49.6K +1,565 +21%
KAS
33
Kestra Advisory Services
Texas
$280K +$10.4K +328 +4%
OWA
34
Outlook Wealth Advisors
Texas
$279K
BPA
35
Beacon Pointe Advisors
California
$262K -$26K -822 -9%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$236K +$239K +7,536 New
AWM
37
AE Wealth Management
Kansas
$231K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$210K -$63.5K -2,004 -23%
BFC
39
Bedel Financial Consulting
Indiana
$176K
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$123K +$125K +3,935 New
RIM
41
Rockbridge Investment Management
New York
$102K
NFG
42
Next Financial Group
Texas
$97K
BA
43
Bellwether Advisors
Nebraska
$58K
IA
44
IFP Advisors
Florida
$57K -$17.1K -540 -23%
Wells Fargo
45
Wells Fargo
California
$56K +$56.3K +1,776 New
IFAM
46
Institutional & Family Asset Management
Colorado
$24K
BFEC
47
Benjamin F. Edwards & Company
Missouri
$20K
UBS Group
48
UBS Group
Switzerland
$10K +$9.82K +310 New
SWA
49
Sutton Wealth Advisors
Florida
$6.19K
MML Investors Services
50
MML Investors Services
Massachusetts
-$6.52M -209,352 Closed