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Innovator US Equity Buffer ETF May

81 hedge funds and large institutions have $91M invested in Innovator US Equity Buffer ETF May in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 7981 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.23% less ownership

Funds ownership: 70.46%67.24% (-3.2%)

10% less capital invested

Capital invested by funds: $101M → $91M (-$10.3M)

68% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 34

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
11
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Strategic Blueprint
Georgia
$951K -$53.1K -1,382 -5%
DFA
27
DHJJ Financial Advisors
Illinois
$857K -$2.5K -65 -0.3%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$825K -$325K -8,467 -29%
RA
29
RFG Advisory
Alabama
$812K -$1.19K -31 -0.2%
OWA
30
Outlook Wealth Advisors
Texas
$790K
OMC
31
Old Mission Capital
Illinois
$760K +$740K +19,260 New
CA
32
CoreCap Advisors
Michigan
$745K -$59.7K -1,552 -8%
FFA
33
Fragasso Financial Advisors
Pennsylvania
$719K +$60.5K +1,574 +9%
LPL Financial
34
LPL Financial
California
$717K +$99.9K +2,599 +17%
Citadel Advisors
35
Citadel Advisors
Florida
$702K +$684K +17,800 New
SPC
36
Sigma Planning Corp
Michigan
$677K -$19.8K -515 -3%
SWA
37
Stratos Wealth Advisors
Ohio
$667K
WCM
38
Weaver Capital Management
Georgia
$660K
AWM
39
AE Wealth Management
Kansas
$634K -$20.9K -544 -3%
SWM
40
Spire Wealth Management
Virginia
$598K +$115 +3 +0%
GCP
41
Gill Capital Partners
Colorado
$585K
MWM
42
Maltin Wealth Management
New Jersey
$585K
AAP
43
Arax Advisory Partners
Colorado
$529K -$999 -26 -0.2%
ORG
44
Optimist Retirement Group
Washington
$518K +$505K +13,134 New
AFGAS
45
Allegiance Financial Group Advisory Services
Virginia
$518K
SAM
46
Secure Asset Management
Michigan
$487K
AWA
47
Arete Wealth Advisors
Illinois
$478K -$577 -15 -0.1%
William Blair & Company
48
William Blair & Company
Illinois
$465K
BCM
49
Brookstone Capital Management
Illinois
$441K -$14.5M -377,937 -97%
LF
50
Lantz Financial
Illinois
$431K -$884 -23 -0.2%