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Innovator US Equity Buffer ETF May

76 hedge funds and large institutions have $91M invested in Innovator US Equity Buffer ETF May in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$13.5M 435,799 +6,161 +1%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$7.5M 241,217 -1,176 -0.5%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.59M 179,941 +41,710 +30%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$5.58M 179,512 -2,102 -1%
RJA
5
Raymond James & Associates
Florida
$4.7M 151,379 -2,400 -2%
PCM
6
Penserra Capital Management
California
$4.69M 150,768 +45,738 +44%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.5M 144,914 -21,057 -13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.98M 95,964 -959 -1%
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$2.16M 69,489 +25,635 +58%
BCM
10
Beck Capital Management
Texas
$2.08M 67,032 -1,029 -2%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.74M 55,867 +2,660 +5%
CWM
12
Collaborative Wealth Management
Florida
$1.57M 50,679
HighTower Advisors
13
HighTower Advisors
Illinois
$1.48M 47,590 +12,184 +34%
MWM
14
Maltin Wealth Management
New Jersey
$1.47M 47,216 -392 -0.8%
Cerity Partners
15
Cerity Partners
New York
$1.42M 45,575 +150 +0.3%
FFN
16
Focus Financial Network
Minnesota
$1.37M 44,136 -2,539 -5%
OMC
17
Old Mission Capital
Illinois
$1.32M 42,321 +1,401 +3%
SB
18
Strategic Blueprint
Georgia
$1.29M 41,534 +622 +2%
AWM
19
AE Wealth Management
Kansas
$1.26M 40,393 +4,697 +13%
LNC
20
Lincoln National Corp
Pennsylvania
$1.22M 39,139 +4,103 +12%
Truist Financial
21
Truist Financial
North Carolina
$1.21M 38,926 -635 -2%
CPIG
22
Chicago Partners Investment Group
Illinois
$1.2M 38,936
LSA
23
Lion Street Advisors
Texas
$976K 31,397 +31,397 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$938K 30,185 -600 -2%
CAN
25
Cetera Advisor Networks
California
$925K 29,775 -2,202 -7%