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Innovator US Equity Buffer ETF May

71 hedge funds and large institutions have $133M invested in Innovator US Equity Buffer ETF May in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
14
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
W
1
Wealthquest
Ohio
$51.8M 1,888,534 +29,595 +2%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$11.3M 413,672 +5,759 +1%
BMM
3
Berkshire Money Management
Massachusetts
$9.55M 348,316 +289,266 +490%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$5.72M 208,548 -4,930 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.08M 185,251 -22,802 -11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.9M 178,531 -3,855 -2%
RJA
7
Raymond James & Associates
Florida
$4.22M 154,000 -9,203 -6%
HCM
8
Hudson Capital Management
New Jersey
$3.3M 120,185 +2,268 +2%
BCM
9
Beck Capital Management
Texas
$2.86M 104,226 -1,896 -2%
KF
10
Krilogy Financial
Missouri
$2.26M 82,252 -57,325 -41%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.65M 59,977 -1,288 -2%
PCM
12
Penserra Capital Management
California
$1.54M 56,315 +12,872 +30%
CWM
13
Collaborative Wealth Management
Florida
$1.38M 50,295
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$1.36M 49,762 -5,086 -9%
FFN
15
Focus Financial Network
Minnesota
$1.35M 49,155
MWM
16
Maltin Wealth Management
New Jersey
$1.28M 46,838 +3,000 +7%
RTS
17
Round Table Services
New Jersey
$1.28M 46,707 +20,125 +76%
CIAS
18
Capital Investment Advisory Services
North Carolina
$1.15M 41,820 -350 -0.8%
CCM
19
Covington Capital Management
California
$1.02M 37,005
ST
20
Sageworth Trust
Pennsylvania
$962K 35,078 -6,800 -16%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$936K 34,124 +718 +2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$900K 32,807 -5,153 -14%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$861K 31,406 -4,132 -12%
AWM
24
AE Wealth Management
Kansas
$773K 28,187 -1,682 -6%
Truist Financial
25
Truist Financial
North Carolina
$766K 27,934 -160,546 -85%