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Innovator US Equity Buffer ETF May

78 hedge funds and large institutions have $79.6M invested in Innovator US Equity Buffer ETF May in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
6
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
51
Arkadios Wealth Advisors
Georgia
$321K 9,483 -401 -4%
CA
52
Cetera Advisors
Colorado
$304K 8,976 -1,892 -17%
OCM
53
Orion Capital Management
California
$295K 8,700
LF
54
Lantz Financial
Illinois
$292K 8,612 -22 -0.3%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$285K 8,403 +4,794 +133%
KWM
56
Kingsview Wealth Management
Oregon
$281K 8,292 +8,292 New
SPC
57
Sigma Planning Corp
Michigan
$280K 8,268 -8,276 -50%
NFG
58
Nations Financial Group
Iowa
$278K 8,200
AF
59
Allworth Financial
California
$257K 7,580
SIA
60
Soltis Investment Advisors
Utah
$246K 7,269 -480 -6%
AAS
61
Avantax Advisory Services
Texas
$240K 7,087 -1,634 -19%
CPA
62
Clear Point Advisors
New York
$235K 6,947 +6,947 New
PFA
63
Pathway Financial Advisors
Vermont
$224K 6,620 -100 -1%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$218K 6,443 +6,443 New
HI
65
Harbour Investments
Wisconsin
$145K 4,294 -1,960 -31%
PS
66
Principal Securities
Iowa
$140K 4,140 +4,140 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$89K 2,640
ASN
68
Advisory Services Network
Georgia
$71.7K 2,116 +2,116 New
UBS Group
69
UBS Group
Switzerland
$67.9K 2,004 +2,004 New
SPIA
70
Steward Partners Investment Advisory
New York
$63.2K 1,867
CP
71
Castleview Partners
Texas
$60K 1,772
IF
72
Integrity Financial
Wyoming
$55.2K 1,629
IA
73
IFP Advisors
Florida
$37.1K 1,097 -285 -21%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$25.4K 750 -1,000 -57%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$11K 322