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Innovator US Equity Buffer ETF May

74 hedge funds and large institutions have $92.5M invested in Innovator US Equity Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
16
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$13M 429,194 +26,130 +6%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$12.4M 410,398 -2,350 -0.6%
FFG
3
Frisch Financial Group
New York
$8.76M 289,839 +289,839 New
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$5.63M 186,080 -1,100 -0.6%
RJA
5
Raymond James & Associates
Florida
$4.69M 155,250 -2,000 -1%
BCM
6
Brookstone Capital Management
Illinois
$4.53M 150,004 +140,889 +1,546%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.29M 142,104 -16,951 -11%
PCM
8
Penserra Capital Management
California
$2.88M 95,190 -6,564 -6%
Cerity Partners
9
Cerity Partners
New York
$2.52M 83,422 -3,500 -4%
BCM
10
Beck Capital Management
Texas
$2.19M 72,377 -15,456 -18%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.59M 52,527 +3,156 +6%
CWM
12
Collaborative Wealth Management
Florida
$1.52M 50,295
MWM
13
Maltin Wealth Management
New Jersey
$1.39M 46,108 -730 -2%
FFN
14
Focus Financial Network
Minnesota
$1.31M 43,195 -5,960 -12%
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$1.18M 39,153 -1,399 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.12M 37,171 +1,379 +4%
CPIG
17
Chicago Partners Investment Group
Illinois
$1.08M 36,036 -33 -0.1%
ST
18
Sageworth Trust
Pennsylvania
$1.06M 35,078
Truist Financial
19
Truist Financial
North Carolina
$1.02M 33,807 +1,044 +3%
WP
20
WealthPLAN Partners
Nebraska
$998K 33,017 -112 -0.3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$992K 32,807
AWM
22
AE Wealth Management
Kansas
$975K 32,243 +2,397 +8%
LSA
23
Lion Street Advisors
Texas
$919K 30,396 +30,396 New
LNC
24
Lincoln National Corp
Pennsylvania
$854K 28,236 +975 +4%
S
25
SignatureFD
Georgia
$826K 27,313