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Innovator US Equity Buffer ETF May

53 hedge funds and large institutions have $37.8M invested in Innovator US Equity Buffer ETF May in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

13.47% more ownership

Funds ownership: 41.75%55.22% (+13%)

12% more capital invested

Capital invested by funds: $33.8M → $37.8M (+$3.94M)

8% more funds holding

Funds holding: 4953 (+4)

80% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 25

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$6.54M -$339K -10,432 -5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.71M -$28K -862 -1%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$1.87M -$56.9K -1,750 -3%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$1.8M -$13.5K -414 -0.8%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$1.61M +$1.58M +48,479 New
OMC
6
Old Mission Capital
Illinois
$1.35M +$274K +8,437 +26%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.32M -$359K -11,047 -22%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.29M -$24.4K -750 -2%
KCM
9
Kathmere Capital Management
Pennsylvania
$1.26M +$52.6K +1,620 +4%
CW
10
CreativeOne Wealth
Kansas
$1.16M -$17.2K -530 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.11M -$106K -3,252 -9%
S
12
SignatureFD
Georgia
$1.07M -$97K -2,985 -8%
BCM
13
Beck Capital Management
Texas
$981K -$3.22K -99 -0.3%
CCM
14
Covington Capital Management
California
$921K
CPIG
15
Chicago Partners Investment Group
Illinois
$887K -$13.3K -410 -1%
ST
16
Sageworth Trust
Pennsylvania
$770K
LNC
17
Lincoln National Corp
Pennsylvania
$746K
IIA
18
Integral Investment Advisors
California
$730K +$716K +22,021 New
Wolverine Trading
19
Wolverine Trading
Illinois
$708K +$692K +21,304 New
RGF
20
Retirement Guys Formula
Ohio
$620K +$608K +18,696 New
TWM
21
Tradition Wealth Management
Minnesota
$605K -$73.8K -2,270 -11%
PWMG
22
Pinnacle Wealth Management Group
Michigan
$591K
OCM
23
Orion Capital Management
California
$564K
DFA
24
DHJJ Financial Advisors
Illinois
$530K -$10.7K -330 -2%
BWM
25
BCS Wealth Management
Tennessee
$509K -$16K -492 -3%