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Innovator US Equity Buffer ETF May

49 hedge funds and large institutions have $33.8M invested in Innovator US Equity Buffer ETF May in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% less funds holding

Funds holding: 5049 (-1)

18% less capital invested

Capital invested by funds: $41.1M → $33.8M (-$7.28M)

33.64% less ownership

Funds ownership: 75.39%41.75% (-34%)

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$6.5M -$1.53M -48,392 -19%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.58M +$597K +18,850 +30%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$1.88M -$28.4K -896 -2%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$1.71M -$67.4K -2,128 -4%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.59M -$164K -5,193 -9%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.24M +$2.44K +77 +0.2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.15M -$66.8K -2,108 -5%
KCM
8
Kathmere Capital Management
Pennsylvania
$1.14M -$150K -4,738 -12%
CW
9
CreativeOne Wealth
Kansas
$1.11M -$45.1K -1,425 -4%
S
10
SignatureFD
Georgia
$1.1M -$33K -1,043 -3%
OMC
11
Old Mission Capital
Illinois
$1.01M +$1.02M +32,267 New
BCM
12
Beck Capital Management
Texas
$928K -$38.1K -1,203 -4%
CPIG
13
Chicago Partners Investment Group
Illinois
$923K -$2.47K -78 -0.3%
CCM
14
Covington Capital Management
California
$868K +$34K +1,075 +4%
ST
15
Sageworth Trust
Pennsylvania
$726K
LNC
16
Lincoln National Corp
Pennsylvania
$704K -$23.4K -738 -3%
TWM
17
Tradition Wealth Management
Minnesota
$649K +$633K +19,986 +5,913%
PWMG
18
Pinnacle Wealth Management Group
Michigan
$557K
OCM
19
Orion Capital Management
California
$532K
DFA
20
DHJJ Financial Advisors
Illinois
$510K +$3.17K +100 +0.6%
BWM
21
BCS Wealth Management
Tennessee
$495K
AFP
22
Ausdal Financial Partners
Iowa
$399K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$388K -$5.13K -162 -1%
ISG
24
Investment Security Group
Colorado
$371K
AAP
25
Arax Advisory Partners
Colorado
$340K