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Innovator US Equity Buffer ETF May

75 hedge funds and large institutions have $138M invested in Innovator US Equity Buffer ETF May in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
13
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
W
1
Wealthquest
Ohio
$50.7M 1,748,756 -139,778 -7%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$12.2M 412,748 -924 -0.2%
BMM
3
Berkshire Money Management
Massachusetts
$11.7M 403,064 +54,748 +16%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$5.43M 187,180 -21,368 -10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.89M 168,473 -10,058 -6%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.61M 159,055 -26,196 -14%
RJA
7
Raymond James & Associates
Florida
$4.56M 157,250 +3,250 +2%
HCM
8
Hudson Capital Management
New Jersey
$3.67M 126,583 +6,398 +5%
PCM
9
Penserra Capital Management
California
$2.95M 101,754 +45,439 +81%
BCM
10
Beck Capital Management
Texas
$2.55M 87,833 -16,393 -16%
Cerity Partners
11
Cerity Partners
New York
$2.52M 86,922 +86,922 New
CWM
12
Collaborative Wealth Management
Florida
$1.46M 50,295
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.43M 49,371 -10,606 -18%
FFN
14
Focus Financial Network
Minnesota
$1.43M 49,155
MWM
15
Maltin Wealth Management
New Jersey
$1.36M 46,838
CIAS
16
Capital Investment Advisory Services
North Carolina
$1.21M 41,820
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.18M 40,552 -9,210 -19%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.11M 36,069 +17,048 +90%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.04M 35,792 +1,668 +5%
ST
20
Sageworth Trust
Pennsylvania
$1.02M 35,078
WP
21
WealthPLAN Partners
Nebraska
$1.01M 33,129 +33,129 New
WIM
22
WealthPlan Investment Management
Nebraska
$1.01M 33,129 +33,129 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$952K 32,807
Truist Financial
24
Truist Financial
North Carolina
$950K 32,763 +4,829 +17%
AWM
25
AE Wealth Management
Kansas
$866K 29,846 +1,659 +6%