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Innovator US Equity Buffer ETF May

83 hedge funds and large institutions have $90.1M invested in Innovator US Equity Buffer ETF May in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

2% more funds holding

Funds holding: 8183 (+2)

0.93% more ownership

Funds ownership: 67.24%68.16% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $91M → $90.1M (-$866K)

86% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 37

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
5
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$793K +$59.9K +1,496 +8%
OWA
27
Outlook Wealth Advisors
Texas
$777K -$29.1K -727 -4%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$770K -$71.8K -1,793 -9%
FFA
29
Fragasso Financial Advisors
Pennsylvania
$695K -$39.1K -977 -5%
SWA
30
Stratos Wealth Advisors
Ohio
$677K -$4.97K -124 -0.7%
WCM
31
Weaver Capital Management
Georgia
$675K -$40 -1 -0%
CFA
32
Camarda Financial Advisors
Florida
$659K -$315K -7,871 -33%
OMC
33
Old Mission Capital
Illinois
$614K -$162K -4,032 -21%
SWM
34
Spire Wealth Management
Virginia
$611K -$80 -2 -0%
Goldman Sachs
35
Goldman Sachs
New York
$604K +$600K +14,976 New
AWM
36
AE Wealth Management
Kansas
$600K -$47.7K -1,190 -7%
GCP
37
Gill Capital Partners
Colorado
$598K
MWM
38
Maltin Wealth Management
New Jersey
$566K -$31.3K -781 -5%
AAP
39
Arax Advisory Partners
Colorado
$539K -$1K -25 -0.2%
ORG
40
Optimist Retirement Group
Washington
$536K +$6.65K +166 +1%
AFGAS
41
Allegiance Financial Group Advisory Services
Virginia
$529K
SAM
42
Secure Asset Management
Michigan
$497K
SPC
43
Sigma Planning Corp
Michigan
$491K -$200K -4,985 -29%
AWA
44
Arete Wealth Advisors
Illinois
$488K -$521 -13 -0.1%
William Blair & Company
45
William Blair & Company
Illinois
$475K
LF
46
Lantz Financial
Illinois
$440K
BCM
47
Brookstone Capital Management
Illinois
$399K -$51.8K -1,293 -12%
Citadel Advisors
48
Citadel Advisors
Florida
$397K -$318K -7,943 -45%
BWM
49
BCS Wealth Management
Tennessee
$393K -$1.96K -49 -0.5%
CW
50
CreativeOne Wealth
Kansas
$385K +$383K +9,553 New