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Innovator US Equity Buffer ETF May

50 hedge funds and large institutions have $41.1M invested in Innovator US Equity Buffer ETF May in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 5

515% more capital invested

Capital invested by funds: $6.68M → $41.1M (+$34.4M)

233% more funds holding

Funds holding: 1550 (+35)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

29.46% more ownership

Funds ownership: 45.93%75.39% (+29%)

Holders
50
Holders Change
+35
Holders Change %
+233.33%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
5
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$7.96M +$6.81M +222,985 +680%
MML Investors Services
2
MML Investors Services
Massachusetts
$6.52M +$6.39M +209,352 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.99M +$1.56M +51,213 +407%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$1.87M +$1.8M +59,091 New
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$1.77M +$1.73M +56,736 New
HighTower Advisors
6
HighTower Advisors
Illinois
$1.75M +$1.71M +56,091 New
KCM
7
Kathmere Capital Management
Pennsylvania
$1.28M +$453K +14,836 +56%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.23M +$1.21M +39,648 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.21M +$1.18M +38,747 New
CW
10
CreativeOne Wealth
Kansas
$1.15M +$1.13M +37,020 New
S
11
SignatureFD
Georgia
$1.13M +$1.11M +36,248 New
BCM
12
Beck Capital Management
Texas
$961K +$942K +30,863 New
CPIG
13
Chicago Partners Investment Group
Illinois
$893K +$863K +28,279 New
CCM
14
Covington Capital Management
California
$831K +$815K +26,680 New
Citadel Advisors
15
Citadel Advisors
Florida
$798K -$914K -29,937 -54%
LNC
16
Lincoln National Corp
Pennsylvania
$723K +$710K +23,241 New
ST
17
Sageworth Trust
Pennsylvania
$722K +$708K +23,200 New
PWMG
18
Pinnacle Wealth Management Group
Michigan
$555K +$544K +17,820 New
OCM
19
Orion Capital Management
California
$530K +$519K +17,010 New
DFA
20
DHJJ Financial Advisors
Illinois
$504K +$495K +16,201 New
BWM
21
BCS Wealth Management
Tennessee
$493K +$483K +15,835 New
CA
22
Cetera Advisors
Colorado
$441K +$433K +14,172 New
AFP
23
Ausdal Financial Partners
Iowa
$397K +$389K +12,755 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$391K +$383K +12,557 New
CAN
25
Cetera Advisor Networks
California
$374K +$367K +12,015 New