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Innovator US Equity Buffer ETF May

78 hedge funds and large institutions have $79.6M invested in Innovator US Equity Buffer ETF May in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 39 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
6
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VBFP
1
Valtinson Bruner Financial Planning
Minnesota
$7.96M 234,982 -6,235 -3%
PCM
2
Penserra Capital Management
California
$6.05M 178,752 +27,984 +19%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$5.87M 173,244 -6,268 -3%
RJA
4
Raymond James & Associates
Florida
$4.78M 141,029 -10,350 -7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.54M 133,963 -10,951 -8%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.83M 113,231 -66,710 -37%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.18M 93,809 -2,155 -2%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$2.33M 68,690 -799 -1%
BCM
9
Beck Capital Management
Texas
$2.07M 61,004 -6,028 -9%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.89M 55,935 +68 +0.1%
CWM
11
Collaborative Wealth Management
Florida
$1.72M 50,679
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.63M 48,087 +48,087 New
HighTower Advisors
13
HighTower Advisors
Illinois
$1.55M 45,790 -1,800 -4%
FFN
14
Focus Financial Network
Minnesota
$1.49M 44,017 -119 -0.3%
LNC
15
Lincoln National Corp
Pennsylvania
$1.33M 39,139
AWM
16
AE Wealth Management
Kansas
$1.28M 37,160 -3,233 -8%
CPIG
17
Chicago Partners Investment Group
Illinois
$1.28M 37,190 -1,746 -4%
SB
18
Strategic Blueprint
Georgia
$1.25M 36,786 -4,748 -11%
Cerity Partners
19
Cerity Partners
New York
$1.07M 31,455 -14,120 -31%
LSA
20
Lion Street Advisors
Texas
$1.06M 31,397
Truist Financial
21
Truist Financial
North Carolina
$1.05M 31,084 -7,842 -20%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.01M 29,685 -500 -2%
CAN
23
Cetera Advisor Networks
California
$1M 29,625 -150 -0.5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$977K 28,843
S
25
SignatureFD
Georgia
$925K 27,313