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Innovator US Equity Buffer ETF May

53 hedge funds and large institutions have $37.8M invested in Innovator US Equity Buffer ETF May in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

13.47% more ownership

Funds ownership: 41.75%55.22% (+13%)

12% more capital invested

Capital invested by funds: $33.8M → $37.8M (+$3.94M)

8% more funds holding

Funds holding: 4953 (+4)

80% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 25

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
26
Ausdal Financial Partners
Iowa
$423K
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$402K -$9.23K -284 -2%
SB
28
Strategic Blueprint
Georgia
$360K +$60K +1,845 +20%
AAP
29
Arax Advisory Partners
Colorado
$353K -$6.86K -211 -2%
HI
30
Harbour Investments
Wisconsin
$349K
FFA
31
Fragasso Financial Advisors
Pennsylvania
$334K
BA
32
Bluesphere Advisors
Pennsylvania
$331K
AWA
33
Arkadios Wealth Advisors
Georgia
$328K -$16.2K -500 -5%
SIA
34
Soltis Investment Advisors
Utah
$326K -$7.02K -216 -2%
OWA
35
Outlook Wealth Advisors
Texas
$296K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$285K +$34.5K +1,063 +14%
KAS
37
Kestra Advisory Services
Texas
$281K -$16K -492 -5%
RC
38
Rovin Capital
Arizona
$244K +$239K +7,360 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$221K -$1.53K -47 -0.7%
BPA
40
Beacon Pointe Advisors
California
$212K -$64K -1,971 -24%
BFC
41
Bedel Financial Consulting
Indiana
$176K -$10.6K -325 -6%
RIM
42
Rockbridge Investment Management
New York
$105K -$2.54K -78 -2%
NFG
43
Next Financial Group
Texas
$100K -$3.12K -96 -3%
IF
44
Integrity Financial
Wyoming
$84K +$82.8K +2,547 New
UBS Group
45
UBS Group
Switzerland
$77K +$65.1K +2,004 +646%
BA
46
Bellwether Advisors
Nebraska
$62K
IA
47
IFP Advisors
Florida
$60K
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$43.7K -$85.1K -2,618 -67%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$21K
Morgan Stanley
50
Morgan Stanley
New York
$17K +$16.2K +500 New