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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
BPA
51
Beacon Pointe Advisors
California
$390K -$999 -26 -0.3%
BWM
52
BCS Wealth Management
Tennessee
$387K -$45.4K -1,180 -11%
BA
53
Bluesphere Advisors
Pennsylvania
$371K
PWMG
54
Pinnacle Wealth Management Group
Michigan
$364K -$48.1K -1,250 -12%
JWBC
55
John W. Brooker & Co
California
$349K
OCM
56
Orion Capital Management
California
$343K
AF
57
Allworth Financial
California
$299K
AAS
58
Avantax Advisory Services
Texas
$298K -$1.92K -50 -0.7%
KCM
59
Kathmere Capital Management
Pennsylvania
$288K -$64.2K -1,671 -19%
CPA
60
Clear Point Advisors
New York
$274K
SCA
61
Snowden Capital Advisors
New York
$267K
PFA
62
Pathway Financial Advisors
Vermont
$261K
SIA
63
Soltis Investment Advisors
Utah
$259K
PIAS
64
PCA Investment Advisory Services
Ohio
$241K
CVA
65
Central Valley Advisors
California
$226K +$221K +5,739 New
PS
66
Principal Securities
Iowa
$224K
Jane Street
67
Jane Street
New York
$223K -$1.24M -32,249 -85%
TFS
68
Thoroughbred Financial Services
Tennessee
$202K +$198K +5,138 New
RGF
69
Retirement Guys Formula
Ohio
$201K +$195K +5,085 New
Barclays
70
Barclays
United Kingdom
$193K +$188K +4,880 New
HI
71
Harbour Investments
Wisconsin
$169K
SPIA
72
Steward Partners Investment Advisory
New York
$115K
IA
73
IFP Advisors
Florida
$78.8K +$34.6K +900 +82%
IF
74
Integrity Financial
Wyoming
$64.3K
CP
75
Castleview Partners
Texas
$36.7K