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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
BA
51
Bluesphere Advisors
Pennsylvania
$379K
PWMG
52
Pinnacle Wealth Management Group
Michigan
$372K
JWBC
53
John W. Brooker & Co
California
$357K
OCM
54
Orion Capital Management
California
$351K
BPA
55
Beacon Pointe Advisors
California
$328K -$69.9K -1,745 -18%
AF
56
Allworth Financial
California
$311K
AAS
57
Avantax Advisory Services
Texas
$305K
CA
58
CoreCap Advisors
Michigan
$294K -$465K -11,613 -61%
KCM
59
Kathmere Capital Management
Pennsylvania
$289K -$5.05K -126 -2%
BMM
60
Berkshire Money Management
Massachusetts
$287K +$286K +7,127 New
CPA
61
Clear Point Advisors
New York
$280K
SCA
62
Snowden Capital Advisors
New York
$273K
PFA
63
Pathway Financial Advisors
Vermont
$267K
SIA
64
Soltis Investment Advisors
Utah
$264K
PIAS
65
PCA Investment Advisory Services
Ohio
$246K
CVA
66
Central Valley Advisors
California
$231K
PS
67
Principal Securities
Iowa
$228K
TFS
68
Thoroughbred Financial Services
Tennessee
$207K
RGF
69
Retirement Guys Formula
Ohio
$205K
FA
70
FSA Advisors
Michigan
$202K +$205K +5,127 New
HI
71
Harbour Investments
Wisconsin
$173K
Barclays
72
Barclays
United Kingdom
$147K -$49.7K -1,240 -25%
SPIA
73
Steward Partners Investment Advisory
New York
$118K +$401 +10 +0.3%
IF
74
Integrity Financial
Wyoming
$65.7K
IA
75
IFP Advisors
Florida
$60.4K -$20K -500 -25%