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Innovator US Equity Buffer ETF May

79 hedge funds and large institutions have $97.2M invested in Innovator US Equity Buffer ETF May in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 12 closing their positions.

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
35
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$13.7M 429,638 +444 +0.1%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$7.7M 242,393 -168,005 -41%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$5.77M 181,614 -4,466 -2%
BCM
4
Brookstone Capital Management
Illinois
$5.56M 176,228 +26,224 +17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.27M 165,971 +11,934 +8%
RJA
6
Raymond James & Associates
Florida
$4.89M 153,779 -1,471 -0.9%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.39M 138,231 -3,873 -3%
PCM
8
Penserra Capital Management
California
$3.34M 105,030 +9,840 +10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.08M 96,923 +59,752 +161%
BCM
10
Beck Capital Management
Texas
$2.16M 68,061 -4,316 -6%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.76M 55,231 +2,704 +5%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.69M 53,207 +42,189 +383%
CWM
13
Collaborative Wealth Management
Florida
$1.61M 50,679 +384 +0.8%
MWM
14
Maltin Wealth Management
New Jersey
$1.51M 47,608 +1,500 +3%
FFN
15
Focus Financial Network
Minnesota
$1.48M 46,675 +3,480 +8%
Cerity Partners
16
Cerity Partners
New York
$1.44M 45,425 -37,997 -46%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.39M 43,854 +4,701 +12%
OMC
18
Old Mission Capital
Illinois
$1.3M 40,920 +29,236 +250%
SB
19
Strategic Blueprint
Georgia
$1.3M 40,912 +40,912 New
Truist Financial
20
Truist Financial
North Carolina
$1.26M 39,561 +5,754 +17%
CPIG
21
Chicago Partners Investment Group
Illinois
$1.25M 38,936 +2,900 +8%
AWM
22
AE Wealth Management
Kansas
$1.13M 35,696 +3,453 +11%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.13M 35,406 +9,326 +36%
LNC
24
Lincoln National Corp
Pennsylvania
$1.11M 35,036 +6,800 +24%
WP
25
WealthPLAN Partners
Nebraska
$1.03M 32,342 -675 -2%